iShares Dow Jones US ETF
182 hedge funds and large institutions have $374M invested in iShares Dow Jones US ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 48 reducing their positions, and 9 closing their positions.
122% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 9
10% more capital invested
Capital invested by funds: $340M → $374M (+$34M)
5% more funds holding
Funds holding: 174 → 182 (+8)
8% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 48
0.15% more ownership
Funds ownership: 22.21% → 22.36% (+0.15%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
+$3.72M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$3.56M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$2.99M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.58M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$6.82M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.57M |
| 3 |
Morgan Stanley
New York
|
-$1.21M |
| 4 |
BA
Ballew Advisors
Jackson,
Mississippi
|
-$1.03M |
| 5 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
-$838K |
IYY Hedge Fund Activity: Q2 2021 in Review
182 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q2 2021, worth a combined $374M — up 10% from $340M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IYY positions and 9 closed out — a net gain of 11 holders — while 52 added to existing stakes and 48 trimmed.
The largest buyer was Csenge Advisory Group, adding an estimated $3.72M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.82M.
- 182 institutional investors held iShares Dow Jones US ETF (IYY) as of Q2 2021, up from 174 in Q1 2021.
- Funds reported $374M of iShares Dow Jones US ETF stock for Q2 2021, up 10% quarter-over-quarter.
- 20 funds opened new iShares Dow Jones US ETF positions in Q2 2021 and 9 closed out, a net change of +11 holders.
- The largest iShares Dow Jones US ETF buyer in Q2 2021 was Csenge Advisory Group, an estimated $3.72M added.
- The largest iShares Dow Jones US ETF seller in Q2 2021 was Commonwealth Equity Services, an estimated $6.82M sold.
Based on aggregated 13F filings for Q2 2021.