iShares Dow Jones US ETF
108 hedge funds and large institutions have $207M invested in iShares Dow Jones US ETF in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
9% more capital invested
Capital invested by funds: $189M → $207M (+$17.9M)
0.94% more ownership
Funds ownership: 40.09% → 41.03% (+0.94%)
1% more funds holding
Funds holding: 107 → 108 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
19% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$10.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.01M |
| 3 |
SG Americas Securities
New York
|
+$3.94M |
| 4 |
Bank of New York Mellon
New York
|
+$2M |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.79M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$2.84M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$2.65M |
| 4 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$1.43M |
| 5 |
GWA
Guidant Wealth Advisors
Palatine,
Illinois
|
-$887K |
IYY Hedge Fund Activity: Q4 2016 in Review
108 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q4 2016, worth a combined $207M — up 9.5% from $189M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IYY positions and 8 closed out — a net gain of 3 holders — while 29 added to existing stakes and 36 trimmed.
The largest buyer was Bank of America, adding an estimated $10.3M. The largest seller was Envestnet Asset Management, cutting an estimated $3.79M.
- 108 institutional investors held iShares Dow Jones US ETF (IYY) as of Q4 2016, up from 107 in Q3 2016.
- Funds reported $207M of iShares Dow Jones US ETF stock for Q4 2016, up 9.5% quarter-over-quarter.
- 11 funds opened new iShares Dow Jones US ETF positions in Q4 2016 and 8 closed out, a net change of +3 holders.
- The largest iShares Dow Jones US ETF buyer in Q4 2016 was Bank of America, an estimated $10.3M added.
- The largest iShares Dow Jones US ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $3.79M sold.
Based on aggregated 13F filings for Q4 2016.