iShares Dow Jones US ETF
114 hedge funds and large institutions have $243M invested in iShares Dow Jones US ETF in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 36 reducing their positions, and 10 closing their positions.
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
11% more capital invested
Capital invested by funds: $220M → $243M (+$23.5M)
5% more funds holding
Funds holding: 109 → 114 (+5)
4.33% more ownership
Funds ownership: 40.09% → 44.41% (+4.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
25% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$11.4M |
| 2 |
Morgan Stanley
New York
|
+$2.61M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.27M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.31M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.23M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$838K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$722K |
IYY Hedge Fund Activity: Q2 2017 in Review
114 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q2 2017, worth a combined $243M — up 11% from $220M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IYY positions and 10 closed out — a net gain of 6 holders — while 27 added to existing stakes and 36 trimmed.
The largest buyer was Credit Suisse, opening a new position worth an estimated $11.4M. The largest seller was Jane Street, cutting an estimated $2.4M.
- 114 institutional investors held iShares Dow Jones US ETF (IYY) as of Q2 2017, up from 109 in Q1 2017.
- Funds reported $243M of iShares Dow Jones US ETF stock for Q2 2017, up 11% quarter-over-quarter.
- 16 funds opened new iShares Dow Jones US ETF positions in Q2 2017 and 10 closed out, a net change of +6 holders.
- The largest iShares Dow Jones US ETF buyer in Q2 2017 was Credit Suisse, an estimated $11.4M added.
- The largest iShares Dow Jones US ETF seller in Q2 2017 was Jane Street, an estimated $2.4M sold.
Based on aggregated 13F filings for Q2 2017.