iShares Dow Jones US ETF
131 hedge funds and large institutions have $227M invested in iShares Dow Jones US ETF in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 41 reducing their positions, and 12 closing their positions.
75% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 12
6% more funds holding
Funds holding: 124 → 131 (+7)
0.34% more ownership
Funds ownership: 39.82% → 40.16% (+0.34%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less capital invested
Capital invested by funds: $228M → $227M (-$1.54M)
27% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.46M |
| 2 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$2.73M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.81M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$1.66M |
| 5 |
IWA
IBEX Wealth Advisors
Bedminster,
New Jersey
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$7.03M |
| 2 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$1.98M |
| 3 |
KM
Kalos Management
Alpharetta,
Georgia
|
-$1.81M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.59M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.01M |
IYY Hedge Fund Activity: Q1 2018 in Review
131 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q1 2018, worth a combined $227M — down 0.68% from $228M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IYY positions and 12 closed out — a net gain of 9 holders — while 30 added to existing stakes and 41 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $4.46M. The largest seller was Morgan Stanley, cutting an estimated $7.03M.
- 131 institutional investors held iShares Dow Jones US ETF (IYY) as of Q1 2018, up from 124 in Q4 2017.
- Funds reported $227M of iShares Dow Jones US ETF stock for Q1 2018, down 0.68% quarter-over-quarter.
- 21 funds opened new iShares Dow Jones US ETF positions in Q1 2018 and 12 closed out, a net change of +9 holders.
- The largest iShares Dow Jones US ETF buyer in Q1 2018 was Susquehanna International Group, an estimated $4.46M added.
- The largest iShares Dow Jones US ETF seller in Q1 2018 was Morgan Stanley, an estimated $7.03M sold.
Based on aggregated 13F filings for Q1 2018.