iShares Dow Jones US ETF
193 hedge funds and large institutions have $302M invested in iShares Dow Jones US ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 60 reducing their positions, and 13 closing their positions.
344% more call options, than puts
Call options by funds: $293K | Put options by funds: $66K
62% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 13
1% more funds holding
Funds holding: 191 → 193 (+2)
1.28% less ownership
Funds ownership: 22.37% → 21.09% (-1.3%)
9% less capital invested
Capital invested by funds: $331M → $302M (-$28.8M)
37% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 60
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$11.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$4.5M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.66M |
| 4 |
LPL Financial
San Diego,
California
|
+$819K |
| 5 |
CG
Cutler Group
San Francisco,
California
|
+$482K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$10.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$8.83M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.04M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.31M |
| 5 |
FC
Financial Consulate
Hunt Valley,
Maryland
|
-$4.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GEA
201
Glen Eagle Advisors
Kingston,
New Jersey
| – | -$117K | -1,250 | Closed |
|
|
BTI
202
Blue Trust Inc
Alpharetta,
Georgia
| – | -$66K | -758 | Closed |
|
|
RBC
203
Romano Brothers & Co
Evanston,
Illinois
| – | -$62.1K | -664 | Closed |
|
204
Rockefeller Capital Management
New York
| – | -$42K | -450 | Closed |
|
205
AssetMark Inc
Concord,
California
| – | -$25.8K | -276 | Closed |
|
|
AWM
206
Accurate Wealth Management
Wesley Chapel,
Florida
| – | -$24.8K | -260 | Closed |
|
|
MSCM
207
McElhenny Sheffield Capital Management
Dallas,
Texas
| – | -$5.61K | -60 | Closed |
|
IYY Hedge Fund Activity: Q1 2023 in Review
193 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q1 2023, worth a combined $302M — down 8.7% from $331M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IYY positions and 13 closed out — a net gain of 8 holders — while 38 added to existing stakes and 60 trimmed.
The largest buyer was Money Concepts Capital, adding an estimated $11.2M. The largest seller was Osaic Holdings, cutting an estimated $10.2M.
- 193 institutional investors held iShares Dow Jones US ETF (IYY) as of Q1 2023, up from 191 in Q4 2022.
- Funds reported $302M of iShares Dow Jones US ETF stock for Q1 2023, down 8.7% quarter-over-quarter.
- 21 funds opened new iShares Dow Jones US ETF positions in Q1 2023 and 13 closed out, a net change of +8 holders.
- The largest iShares Dow Jones US ETF buyer in Q1 2023 was Money Concepts Capital, an estimated $11.2M added.
- The largest iShares Dow Jones US ETF seller in Q1 2023 was Osaic Holdings, an estimated $10.2M sold.
Based on aggregated 13F filings for Q1 2023.