iShares Dow Jones US ETF
92 hedge funds and large institutions have $221M invested in iShares Dow Jones US ETF in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
46% more capital inflows, than outflows
Capital inflows: $20.7M | Capital outflows: $14.1M
23% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 22
8% more funds holding
Funds holding: 85 → 92 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$6.69M |
| 2 |
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$4.93M |
| 3 |
Cetera Advisors
Denver,
Colorado
|
+$1.57M |
| 4 |
Morgan Stanley
New York
|
+$954K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$788K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$9.7M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$1.29M |
| 3 |
LPL Financial
San Diego,
California
|
-$597K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$455K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$382K |
IYY Hedge Fund Activity: Q2 2014 in Review
92 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q2 2014, worth a combined $221M — up 7.7% from $205M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IYY positions and 6 closed out — a net gain of 7 holders — while 27 added to existing stakes and 22 trimmed.
The largest buyer was AssetMark Inc, opening a new position worth an estimated $6.69M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $9.7M sold.
- 92 institutional investors held iShares Dow Jones US ETF (IYY) as of Q2 2014, up from 85 in Q1 2014.
- Funds reported $221M of iShares Dow Jones US ETF stock for Q2 2014, up 7.7% quarter-over-quarter.
- 13 funds opened new iShares Dow Jones US ETF positions in Q2 2014 and 6 closed out, a net change of +7 holders.
- The largest iShares Dow Jones US ETF buyer in Q2 2014 was AssetMark Inc, an estimated $6.69M added.
- The largest iShares Dow Jones US ETF seller in Q2 2014 was Susquehanna International Group, an estimated $9.7M sold.
Based on aggregated 13F filings for Q2 2014.