iShares Dow Jones US ETF
112 hedge funds and large institutions have $256M invested in iShares Dow Jones US ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 41 reducing their positions, and 10 closing their positions.
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
5% more capital invested
Capital invested by funds: $243M → $256M (+$13M)
1.3% more ownership
Funds ownership: 44.41% → 45.71% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less funds holding
Funds holding: 114 → 112 (-2)
39% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$24.6M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$2.87M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.2M |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$918K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$890K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$3.7M |
| 2 |
GWA
Guidant Wealth Advisors
Palatine,
Illinois
|
-$3.66M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.64M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$3.37M |
| 5 |
Morgan Stanley
New York
|
-$2.88M |
IYY Hedge Fund Activity: Q3 2017 in Review
112 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q3 2017, worth a combined $256M — up 5.3% from $243M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IYY positions and 10 closed out — a net gain of 1 holder — while 25 added to existing stakes and 41 trimmed.
The largest buyer was Credit Suisse, adding an estimated $24.6M. The largest seller was SG Americas Securities, cutting an estimated $3.7M.
- 112 institutional investors held iShares Dow Jones US ETF (IYY) as of Q3 2017, down from 114 in Q2 2017.
- Funds reported $256M of iShares Dow Jones US ETF stock for Q3 2017, up 5.3% quarter-over-quarter.
- 11 funds opened new iShares Dow Jones US ETF positions in Q3 2017 and 10 closed out, a net change of +1 holder.
- The largest iShares Dow Jones US ETF buyer in Q3 2017 was Credit Suisse, an estimated $24.6M added.
- The largest iShares Dow Jones US ETF seller in Q3 2017 was SG Americas Securities, an estimated $3.7M sold.
Based on aggregated 13F filings for Q3 2017.