iShares Dow Jones US ETF
85 hedge funds and large institutions have $205M invested in iShares Dow Jones US ETF in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
20% more capital invested
Capital invested by funds: $171M → $205M (+$34.3M)
5.83% more ownership
Funds ownership: 40.44% → 46.26% (+5.8%)
5% more funds holding
Funds holding: 81 → 85 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
12% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 26
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$2.38M |
| 2 |
PI
Placemark Investments
Chicago,
Illinois
|
-$983K |
| 3 |
WA
WESPAC Advisors
Orinda,
California
|
-$824K |
| 4 |
LPL Financial
San Diego,
California
|
-$653K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$535K |
IYY Hedge Fund Activity: Q1 2014 in Review
85 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q1 2014, worth a combined $205M — up 20% from $171M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IYY positions and 7 closed out — a net gain of 4 holders — while 23 added to existing stakes and 26 trimmed.
The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $17.9M. The largest seller was Morgan Stanley, cutting an estimated $2.38M.
- 85 institutional investors held iShares Dow Jones US ETF (IYY) as of Q1 2014, up from 81 in Q4 2013.
- Funds reported $205M of iShares Dow Jones US ETF stock for Q1 2014, up 20% quarter-over-quarter.
- 11 funds opened new iShares Dow Jones US ETF positions in Q1 2014 and 7 closed out, a net change of +4 holders.
- The largest iShares Dow Jones US ETF buyer in Q1 2014 was Beaumont Financial Advisors, an estimated $17.9M added.
- The largest iShares Dow Jones US ETF seller in Q1 2014 was Morgan Stanley, an estimated $2.38M sold.
Based on aggregated 13F filings for Q1 2014.