iShares Dow Jones US ETF
96 hedge funds and large institutions have $239M invested in iShares Dow Jones US ETF in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
15% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 26
8% more capital invested
Capital invested by funds: $221M → $239M (+$18.2M)
4% more funds holding
Funds holding: 92 → 96 (+4)
3.39% more ownership
Funds ownership: 47.43% → 50.81% (+3.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$15M |
| 2 |
AssetMark Inc
Concord,
California
|
+$6.36M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$5.27M |
| 4 |
SG Americas Securities
New York
|
+$2.71M |
| 5 |
Morgan Stanley
New York
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.22M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$3.13M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.26M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$920K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$890K |
IYY Hedge Fund Activity: Q3 2014 in Review
96 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q3 2014, worth a combined $239M — up 8.3% from $221M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IYY positions and 6 closed out — a net gain of 4 holders — while 30 added to existing stakes and 26 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $15M. The largest seller was Envestnet Asset Management, cutting an estimated $7.22M.
- 96 institutional investors held iShares Dow Jones US ETF (IYY) as of Q3 2014, up from 92 in Q2 2014.
- Funds reported $239M of iShares Dow Jones US ETF stock for Q3 2014, up 8.3% quarter-over-quarter.
- 10 funds opened new iShares Dow Jones US ETF positions in Q3 2014 and 6 closed out, a net change of +4 holders.
- The largest iShares Dow Jones US ETF buyer in Q3 2014 was Susquehanna International Group, an estimated $15M added.
- The largest iShares Dow Jones US ETF seller in Q3 2014 was Envestnet Asset Management, an estimated $7.22M sold.
Based on aggregated 13F filings for Q3 2014.