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iShares Dow Jones US ETF
IYY

236 hedge funds and large institutions have $485M invested in iShares Dow Jones US ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 61 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

8% more capital invested

Capital invested by funds: $448M → $485M (+$37M)

7% more funds holding

Funds holding: 220 → 236 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 61

1.1% less ownership

Funds ownership: 22.94% → 21.83% (-1.1%)

Holders
236
Holders Change
+16
Holders Change %
+7.27%
% of All Funds
3.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
59
Reduced
61
Closed
11
Calls
$921K
Puts
–
Net Calls
+$921K
Net Calls Change
+$101K

Top Buyers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
+$3.23M
2
ECA
Elevation Capital Advisory
Oregon
+$3.01M
3
GM
GeoWealth Management
Illinois
+$3.01M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$2.18M
5
Wells Fargo
Wells Fargo
California
+$1.64M

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$4.17M
2
KWM
Kingsview Wealth Management
Oregon
-$3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.64M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.92M
5
TWC
TD Waterhouse Canada
Ontario, Canada
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
ODIJL
176
One Day In July LLC
Vermont
$252K +$20.7K +154 +9%
NSAM
177
North Star Asset Management
Wisconsin
$251K – – –
GIA
178
Gladstone Institutional Advisory
Florida
$248K -$5.38K -40 -2%
AAS
179
Avantax Advisory Services
Texas
$238K +$229K +1,702 New
CF
180
Centaurus Financial
California
$229K -$8.74K -65 -4%
SHFA
181
SC&H Financial Advisors
Maryland
$228K – – –
BBA
182
BLB&B Advisors
Pennsylvania
$219K – – –
TWP
183
Tyche Wealth Partners
Texas
$216K +$208K +1,549 New
PA
184
Procyon Advisors
Connecticut
$209K +$202K +1,500 New
WA
185
WBH Advisory
Maryland
$209K +$202K +1,500 New
SA
186
SRH Advisors
Kansas
$202K – – –
MSR
187
Main Street Research
Connecticut
$202K +$195K +1,446 New
WANY
188
Wealthspire Advisors (New York)
New York
$202K +$194K +1,445 New
TCA
189
Trifecta Capital Advisors
Illinois
$191K – – –
GRP
190
Global Retirement Partners
California
$189K +$538 +4 +0.3%
OSAM
191
O'Shaughnessy Asset Management
Connecticut
$179K – – –
WTC
192
WhitTier Trust Company
Nevada
$157K – – –
OFG
193
Oxford Financial Group
Indiana
$149K +$538 +4 +0.4%
LWANC
194
Laurel Wealth Advisors (North Carolina)
North Carolina
$116K -$135K -1,000 -55%
CPA
195
Cardiff Park Advisors
California
$112K – – –
IF
196
Integrity Financial
Wyoming
$103K – – –
HNB
197
Huntington National Bank
Ohio
$99.8K – – –
William Blair & Company
198
William Blair & Company
Illinois
$78.7K – – –
NRG
199
Nemes Rush Group
Michigan
$77.1K – – –
SWM
200
Spire Wealth Management
Virginia
$71.5K +$269 +2 +0.4%
6 7
8
9 10

IYY Hedge Fund Activity: Q3 2024 in Review

236 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q3 2024, worth a combined $485M — up 8.3% from $448M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IYY positions and 11 closed out — a net gain of 18 holders — while 59 added to existing stakes and 61 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $3.23M. The largest seller was PNC Financial Services Group, cutting an estimated $4.17M.

  • 236 institutional investors held iShares Dow Jones US ETF (IYY) as of Q3 2024, up from 220 in Q2 2024.
  • Funds reported $485M of iShares Dow Jones US ETF stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 29 funds opened new iShares Dow Jones US ETF positions in Q3 2024 and 11 closed out, a net change of +18 holders.
  • The largest iShares Dow Jones US ETF buyer in Q3 2024 was Flow Traders U.S., an estimated $3.23M added.
  • The largest iShares Dow Jones US ETF seller in Q3 2024 was PNC Financial Services Group, an estimated $4.17M sold.

Based on aggregated 13F filings for Q3 2024.