iShares Dow Jones US ETF
147 hedge funds and large institutions have $234M invested in iShares Dow Jones US ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 50 reducing their positions, and 26 closing their positions.
3.86% less ownership
Funds ownership: 50.45% → 46.58% (-3.9%)
8% less funds holding
Funds holding: 160 → 147 (-13)
28% less capital invested
Capital invested by funds: $324M → $234M (-$89.6M)
34% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 50
38% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 26
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$5.02M |
| 2 |
Morgan Stanley
New York
|
+$3.43M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$3.02M |
| 4 |
BWA
Beam Wealth Advisors
Covington,
Louisiana
|
+$1.33M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$5.9M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$5.71M |
| 3 |
Bank of New York Mellon
New York
|
-$4.88M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$4.01M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$3.03M |
IYY Hedge Fund Activity: Q1 2020 in Review
147 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q1 2020, worth a combined $234M — down 28% from $324M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of IYY and 16 opened new positions — a net loss of 10 holders — while 50 trimmed existing stakes and 33 added.
The largest buyer was Credit Suisse, adding an estimated $5.02M. The largest seller was Citadel Advisors, exiting entirely with an estimated $5.9M sold.
- 147 institutional investors held iShares Dow Jones US ETF (IYY) as of Q1 2020, down from 160 in Q4 2019.
- Funds reported $234M of iShares Dow Jones US ETF stock for Q1 2020, down 28% quarter-over-quarter.
- 16 funds opened new iShares Dow Jones US ETF positions in Q1 2020 and 26 closed out, a net change of -10 holders.
- The largest iShares Dow Jones US ETF buyer in Q1 2020 was Credit Suisse, an estimated $5.02M added.
- The largest iShares Dow Jones US ETF seller in Q1 2020 was Citadel Advisors, an estimated $5.9M sold.
Based on aggregated 13F filings for Q1 2020.