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iShares Dow Jones US ETF
IYY

261 hedge funds and large institutions have $557M invested in iShares Dow Jones US ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 71 increasing their positions, 67 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,621% more call options, than puts

Call options by funds: $801K | Put options by funds: $14K

375% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

15% more capital invested

Capital invested by funds: $485M → $557M (+$72.2M)

11% more funds holding

Funds holding: 236 → 261 (+25)

2.48% more ownership

Funds ownership: 21.83% → 24.32% (+2.5%)

6% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 67

Holders
261
Holders Change
+25
Holders Change %
+10.59%
% of All Funds
3.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
71
Reduced
67
Closed
8
Calls
$801K
Puts
$14K
Net Calls
+$787K
Net Calls Change
-$134K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$18.3M
2
Osaic Holdings
Osaic Holdings
Arizona
+$5.25M
3
IWA
IBEX Wealth Advisors
New Jersey
+$4.63M
4
EP
Essential Planning
New Hampshire
+$3.93M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.96M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$4.9M
2
HighTower Advisors
HighTower Advisors
Illinois
-$3.55M
3
FTUS
Flow Traders U.S.
New York
-$3.36M
4
HOWA
Heritage Oak Wealth Advisors
Florida
-$1.27M
5
SWA
Stratos Wealth Advisors
Ohio
-$801K
Name Holding Trade Value Shares
Change 		Change in
Stake
PS
176
Principal Securities
Iowa
$308K +$144 +1 +0%
FWM
177
Foguth Wealth Management
Michigan
$308K +$298K +2,069 New
KWM
178
Kingsview Wealth Management
Oregon
$307K – – –
LFGO
179
Legacy Financial Group (Oklahoma)
Oklahoma
$302K – – –
PS
180
Planned Solutions
California
$301K – – –
BPA
181
Beacon Pointe Advisors
California
$299K – – –
BJL
182
Brighton Jones LLC
Washington
$298K – – –
C
183
Certuity
Florida
$294K -$20.1K -140 -6%
NCFG
184
New Century Financial Group
New Jersey
$290K -$13.2K -92 -4%
PWM
185
Perigon Wealth Management
California
$275K – – –
SCA
186
Sandy Cove Advisors
Massachusetts
$275K – – –
GAMC
187
Garner Asset Management Corp
Texas
$275K +$719 +5 +0.3%
GWM
188
Geneos Wealth Management
Colorado
$273K -$28.8K -200 -9%
IA
189
IFP Advisors
Florida
$265K +$288 +2 +0.1%
GWM
190
Gray Wealth Management
Maine
$263K – – –
LSPW
191
Lake Street Private Wealth
Illinois
$259K -$4.17K -29 -2%
NSAM
192
North Star Asset Management
Wisconsin
$258K – – –
GCWM
193
Guided Capital Wealth Management
Texas
$249K +$250K +1,738 New
GIA
194
Gladstone Institutional Advisory
Florida
$243K -$12.2K -85 -5%
ODIJL
195
One Day In July LLC
Vermont
$236K -$22.2K -154 -9%
SHFA
196
SC&H Financial Advisors
Maryland
$234K – – –
AAS
197
Avantax Advisory Services
Texas
$228K -$16K -111 -7%
BBA
198
BLB&B Advisors
Pennsylvania
$225K – – –
TWP
199
Tyche Wealth Partners
Texas
$225K +$3.02K +21 +1%
CF
200
Centaurus Financial
California
$222K -$12.9K -90 -5%
6 7
8
9 10

IYY Hedge Fund Activity: Q4 2024 in Review

261 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q4 2024, worth a combined $557M — up 15% from $485M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IYY positions and 8 closed out — a net gain of 30 holders — while 71 added to existing stakes and 67 trimmed.

The largest buyer was Ameriprise, adding an estimated $18.3M. The largest seller was LPL Financial, cutting an estimated $4.9M.

  • 261 institutional investors held iShares Dow Jones US ETF (IYY) as of Q4 2024, up from 236 in Q3 2024.
  • Funds reported $557M of iShares Dow Jones US ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 38 funds opened new iShares Dow Jones US ETF positions in Q4 2024 and 8 closed out, a net change of +30 holders.
  • The largest iShares Dow Jones US ETF buyer in Q4 2024 was Ameriprise, an estimated $18.3M added.
  • The largest iShares Dow Jones US ETF seller in Q4 2024 was LPL Financial, an estimated $4.9M sold.

Based on aggregated 13F filings for Q4 2024.