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iShares Dow Jones US ETF

72 hedge funds and large institutions have $154M invested in iShares Dow Jones US ETF in 2013 Q2 according to their latest regulatory filings, with 72 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

43.09% more ownership

Funds ownership: 0%43.09% (+43%)

Holders
72
Holders Change
+72
Holders Change %
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
72
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$26.2M +$26.4M +649,736 New
Wells Fargo
2
Wells Fargo
California
$24.3M +$24.4M +602,158 New
SC
3
Savant Capital
Illinois
$13M +$13M +321,614 New
U
4
UBS
Switzerland
$9.73M +$9.79M +241,280 New
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$9.07M +$9.12M +224,926 New
Bank of America
6
Bank of America
North Carolina
$7.76M +$7.8M +192,426 New
BFA
7
Beaumont Financial Advisors
Massachusetts
$7.72M +$7.76M +191,286 New
LPL Financial
8
LPL Financial
California
$6.41M +$6.44M +158,760 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6M +$6.03M +148,720 New
AAC
10
Asset Advisors Corp
Georgia
$4.13M +$4.15M +102,436 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.5M +$3.52M +86,690 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.85M +$2.86M +70,462 New
JP Morgan Chase
13
JP Morgan Chase
New York
$2.85M +$2.86M +70,538 New
TH
14
Timber Hill
Connecticut
$2.83M +$2.85M +70,178 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.32M +$2.33M +57,512 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.1M +$2.11M +51,988 New
SAG
17
Sterne Agee Group
Alabama
$1.68M +$1.69M +41,616 New
UCFA
18
United Capital Financial Advisors
Texas
$1.65M +$1.66M +40,872 New
Creative Planning
19
Creative Planning
Kansas
$1.64M +$1.64M +40,538 New
RJA
20
Raymond James & Associates
Florida
$1.5M +$1.5M +37,068 New
Principal Financial Group
21
Principal Financial Group
Iowa
$1.33M +$1.34M +33,000 New
WG
22
Winchester Group
New York
$1.33M +$1.34M +33,000 New
HighTower Advisors
23
HighTower Advisors
Illinois
$1.16M +$1.16M +28,660 New
WA
24
WESPAC Advisors
California
$860K +$865K +21,316 New
TCT
25
TIAA CREF Trust
Missouri
$840K +$844K +20,818 New

IYY Hedge Fund Activity: Q2 2013 in Review

72 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q2 2013, worth a combined $154M.

Buyers outnumbered sellers: 72 funds opened new IYY positions and 0 closed out — a net gain of 72 holders — while 0 added to existing stakes and 0 trimmed.

  • 72 institutional investors held iShares Dow Jones US ETF (IYY) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $154M of iShares Dow Jones US ETF stock for Q2 2013.
  • 72 funds opened new iShares Dow Jones US ETF positions in Q2 2013 and 0 closed out, a net change of +72 holders.

Based on aggregated 13F filings for Q2 2013.