IYY icon

iShares Dow Jones US ETF
IYY

Overview Fund Activity

102 hedge funds and large institutions have $285M invested in iShares Dow Jones US ETF in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
102
Holders Change
+4
Holders Change %
+4.08%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
29
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$74.1M
2
LPL Financial
2
LPL Financial
California
$22.8M
3
Wells Fargo
3
Wells Fargo
California
$30.8M
4
Bank of America
4
Bank of America
North Carolina
$8.97M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.36M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$31.7M
3
Jane Street
3
Jane Street
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.95M
5
RJA
5
Raymond James & Associates
Florida
$1.08M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$74.1M 726,897 +726,897 New
Morgan Stanley
2
Morgan Stanley
New York
$31.7M 310,684 -34,511 -10%
Wells Fargo
3
Wells Fargo
California
$30.8M 302,104 +99,068 +49%
LPL Financial
4
LPL Financial
California
$22.8M 226,614 +110,082 +94%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$16.5M 161,502 -2,685 -2%
SC
6
Savant Capital
Illinois
$14.7M 143,947 -2,355 -2%
UBS Group
7
UBS Group
Switzerland
$12.6M 123,222 -338 -0.3%
LWA
8
Lowe Wealth Advisors
Maryland
$9.28M 90,969 +2,336 +3%
Bank of America
9
Bank of America
North Carolina
$8.97M 88,013 +25,912 +42%
AAC
10
Asset Advisors Corp
Georgia
$4.82M 47,239 – –
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$3.95M 38,698 -6,420 -14%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.51M 34,455 +1,350 +4%
Stifel Financial
13
Stifel Financial
Missouri
$3.33M 32,654 +958 +3%
CA
14
Cetera Advisors
Colorado
$2.63M 25,737 +661 +3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.56M 25,068 +5,825 +30%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.39M 23,467 +6,439 +38%
BIA
17
Biondo Investment Advisors
Pennsylvania
$2.32M 22,733 -75 -0.3%
Creative Planning
18
Creative Planning
Kansas
$2.2M 21,594 -1,117 -5%
SB
19
Suntrust Banks
Georgia
$1.83M 17,924 -2,256 -11%
TFA
20
Transamerica Financial Advisors
Florida
$1.8M 17,688 +25 +0.1%
TNB
21
Thomasville National Bank
Georgia
$1.74M 17,089 -607 -3%
UCFA
22
United Capital Financial Advisors
Texas
$1.47M 14,407 -1,703 -11%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.38M 13,489 +653 +5%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.36M 13,316 +13,316 New
MC
25
Mathes Company
New York
$1.31M 12,800 – –
1
2 3 4 5