iShares Dow Jones US ETF
65 hedge funds and large institutions have $152M invested in iShares Dow Jones US ETF in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 11 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 17
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $154M → $152M (-$1.39M)
2.92% less ownership
Funds ownership: 43.09% → 40.17% (-2.9%)
10% less funds holding
Funds holding: 72 → 65 (-7)
64% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$6.21M |
| 2 |
Morgan Stanley
New York
|
+$3.58M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$1.98M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.41M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$7.72M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$4.61M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.5M |
| 5 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$2.83M |
IYY Hedge Fund Activity: Q3 2013 in Review
65 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q3 2013, worth a combined $152M — down 0.91% from $154M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of IYY and 4 opened new positions — a net loss of 7 holders — while 17 trimmed existing stakes and 20 added.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $6.21M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $7.72M sold.
- 65 institutional investors held iShares Dow Jones US ETF (IYY) as of Q3 2013, down from 72 in Q2 2013.
- Funds reported $152M of iShares Dow Jones US ETF stock for Q3 2013, down 0.91% quarter-over-quarter.
- 4 funds opened new iShares Dow Jones US ETF positions in Q3 2013 and 11 closed out, a net change of -7 holders.
- The largest iShares Dow Jones US ETF buyer in Q3 2013 was Goldman Sachs, an estimated $6.21M added.
- The largest iShares Dow Jones US ETF seller in Q3 2013 was Beaumont Financial Advisors, an estimated $7.72M sold.
Based on aggregated 13F filings for Q3 2013.