IYY icon

iShares Dow Jones US ETF
IYY

Overview Fund Activity

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.

Holders
182
Holders Change
+8
Holders Change %
+4.6%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
52
Reduced
48
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAG
1
Csenge Advisory Group
Florida
$5M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$3.77M
3
MFG
3
Merit Financial Group
Georgia
$3.07M
4
Bank of America
4
Bank of America
North Carolina
$30.5M
5
TRCT
5
Tower Research Capital (TRC)
New York
$2.69M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$10.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$45.6M
4
BA
4
Ballew Advisors
Mississippi
$1.07M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$858K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$45.6M 422,168 -11,488 -3%
LPL Financial
2
LPL Financial
California
$31M 287,432 +907 +0.3%
Bank of America
3
Bank of America
North Carolina
$30.5M 282,293 +24,536 +10%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$20.7M 191,275 -3,261 -2%
SC
5
Savant Capital
Illinois
$20M 184,848 -1,928 -1%
UBS Group
6
UBS Group
Switzerland
$15.2M 140,808 -556 -0.4%
Wells Fargo
7
Wells Fargo
California
$11.1M 102,517 -5,772 -5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$10.6M 97,987 -64,947 -40%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.74M 71,656 +1,995 +3%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$6.77M 62,712 -5 -0%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$6.7M 62,091 -43,524 -41%
SIAP
12
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.79M 49,677 +2,601 +6%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$5.62M 52,044 -22 -0%
CAG
14
Csenge Advisory Group
Florida
$5M 46,062 +35,369 +331%
LWA
15
Lowe Wealth Advisors
Maryland
$4.9M 45,408 +206 +0.5%
Stifel Financial
16
Stifel Financial
Missouri
$4.72M 43,728 -244 -0.6%
CA
17
Cetera Advisors
Colorado
$4.68M 43,321 +595 +1%
Citadel Advisors
18
Citadel Advisors
Florida
$4.56M 42,236 +14,171 +50%
Creative Planning
19
Creative Planning
Kansas
$4.03M 37,343 +375 +1%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$3.77M 34,869 +33,922 +3,582%
IWA
21
IBEX Wealth Advisors
New Jersey
$3.71M 34,398 +2,925 +9%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.6M 33,357 +2,312 +7%
RJA
23
Raymond James & Associates
Florida
$3.52M 32,599 +855 +3%
AL
24
Aspiriant LLC
California
$3.21M 29,744 – –
MFG
25
Merit Financial Group
Georgia
$3.07M 28,465 +28,465 New
1
2 3 4 5