iShares Dow Jones US ETF
146 hedge funds and large institutions have $265M invested in iShares Dow Jones US ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 49 reducing their positions, and 20 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
13% more capital invested
Capital invested by funds: $234M → $265M (+$30.7M)
1% less funds holding
Funds holding: 147 → 146 (-1)
5% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 20
2.83% less ownership
Funds ownership: 46.58% → 43.75% (-2.8%)
22% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 49
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $44K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Townsend & Associates
Westminster,
Colorado
|
+$13.4M |
| 2 |
IWA
IBEX Wealth Advisors
Bedminster,
New Jersey
|
+$2.31M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2M |
| 4 |
SIAP
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
+$1.91M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$25.2M |
| 2 |
Morgan Stanley
New York
|
-$2.13M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.48M |
| 4 |
Jane Street
New York
|
-$1.38M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.37M |
IYY Hedge Fund Activity: Q2 2020 in Review
146 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q2 2020, worth a combined $265M — up 13% from $234M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of IYY and 19 opened new positions — a net loss of 1 holder — while 49 trimmed existing stakes and 38 added.
The largest buyer was Townsend & Associates, opening a new position worth an estimated $13.4M. The largest seller was Credit Suisse, exiting entirely with an estimated $25.2M sold.
- 146 institutional investors held iShares Dow Jones US ETF (IYY) as of Q2 2020, down from 147 in Q1 2020.
- Funds reported $265M of iShares Dow Jones US ETF stock for Q2 2020, up 13% quarter-over-quarter.
- 19 funds opened new iShares Dow Jones US ETF positions in Q2 2020 and 20 closed out, a net change of -1 holder.
- The largest iShares Dow Jones US ETF buyer in Q2 2020 was Townsend & Associates, an estimated $13.4M added.
- The largest iShares Dow Jones US ETF seller in Q2 2020 was Credit Suisse, an estimated $25.2M sold.
Based on aggregated 13F filings for Q2 2020.