iShares Dow Jones US ETF
160 hedge funds and large institutions have $324M invested in iShares Dow Jones US ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 6 closing their positions.
300% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 6
12% more capital invested
Capital invested by funds: $289M → $324M (+$34.4M)
10% more funds holding
Funds holding: 146 → 160 (+14)
2.01% more ownership
Funds ownership: 48.44% → 50.45% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
20% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 46
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$7.16M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.98M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$3.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$3.05M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.63M |
| 2 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
-$1.58M |
| 3 |
PCG
Private Capital Group
West Hartford,
Connecticut
|
-$1.42M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$964K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$863K |
IYY Hedge Fund Activity: Q4 2019 in Review
160 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q4 2019, worth a combined $324M — up 12% from $289M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IYY positions and 6 closed out — a net gain of 18 holders — while 37 added to existing stakes and 46 trimmed.
The largest buyer was Credit Suisse, adding an estimated $7.16M. The largest seller was Susquehanna International Group, cutting an estimated $1.63M.
- 160 institutional investors held iShares Dow Jones US ETF (IYY) as of Q4 2019, up from 146 in Q3 2019.
- Funds reported $324M of iShares Dow Jones US ETF stock for Q4 2019, up 12% quarter-over-quarter.
- 24 funds opened new iShares Dow Jones US ETF positions in Q4 2019 and 6 closed out, a net change of +18 holders.
- The largest iShares Dow Jones US ETF buyer in Q4 2019 was Credit Suisse, an estimated $7.16M added.
- The largest iShares Dow Jones US ETF seller in Q4 2019 was Susquehanna International Group, an estimated $1.63M sold.
Based on aggregated 13F filings for Q4 2019.