iShares Dow Jones US ETF
154 hedge funds and large institutions have $285M invested in iShares Dow Jones US ETF in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 56 reducing their positions, and 11 closing their positions.
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
7% more capital invested
Capital invested by funds: $265M → $285M (+$19.8M)
5% more funds holding
Funds holding: 146 → 154 (+8)
0.74% more ownership
Funds ownership: 43.75% → 44.49% (+0.74%)
43% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 56
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$6.03M |
| 2 |
TA
Townsend & Associates
Westminster,
Colorado
|
+$3.58M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.17M |
| 4 |
SIAP
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
+$1.1M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$459K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$2.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.97M |
| 3 |
Morgan Stanley
New York
|
-$1.82M |
| 4 |
LWA
Lowe Wealth Advisors
Columbia,
Maryland
|
-$1.71M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.4M |
IYY Hedge Fund Activity: Q3 2020 in Review
154 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q3 2020, worth a combined $285M — up 7.5% from $265M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new IYY positions and 11 closed out — a net gain of 8 holders — while 32 added to existing stakes and 56 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $6.03M. The largest seller was HighTower Advisors, cutting an estimated $2.9M.
- 154 institutional investors held iShares Dow Jones US ETF (IYY) as of Q3 2020, up from 146 in Q2 2020.
- Funds reported $285M of iShares Dow Jones US ETF stock for Q3 2020, up 7.5% quarter-over-quarter.
- 19 funds opened new iShares Dow Jones US ETF positions in Q3 2020 and 11 closed out, a net change of +8 holders.
- The largest iShares Dow Jones US ETF buyer in Q3 2020 was Susquehanna International Group, an estimated $6.03M added.
- The largest iShares Dow Jones US ETF seller in Q3 2020 was HighTower Advisors, an estimated $2.9M sold.
Based on aggregated 13F filings for Q3 2020.