IYY icon

iShares Dow Jones US ETF
IYY

Overview Fund Activity

186 hedge funds and large institutions have $364M invested in iShares Dow Jones US ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 55 reducing their positions, and 7 closing their positions.

Holders
186
Holders Change
+4
Holders Change %
+2.2%
% of All Funds
3.27%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
40
Reduced
55
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.6M
2
VWA
2
Visionary Wealth Advisors
Illinois
$2.78M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.58M
4
LPL Financial
4
LPL Financial
California
$33.1M
5
PAG
5
Private Advisor Group
New Jersey
$4.78M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$21.9M
2
CAG
2
Csenge Advisory Group
Florida
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
JWCA
5
J.W. Cole Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$48.6M 450,713 +28,545 +7%
LPL Financial
2
LPL Financial
California
$33.1M 307,228 +19,796 +7%
Bank of America
3
Bank of America
North Carolina
$21.9M 203,335 -78,958 -28%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$20.5M 190,026 -1,249 -0.7%
SC
5
Savant Capital
Illinois
$19.6M 182,116 -2,732 -1%
UBS Group
6
UBS Group
Switzerland
$15.6M 144,601 +3,793 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$10.8M 99,901 +1,914 +2%
Wells Fargo
8
Wells Fargo
California
$10.5M 96,871 -5,646 -6%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.33M 67,986 -3,670 -5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.62M 61,314 -777 -1%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$6.46M 59,869 -2,843 -5%
SIAP
12
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.21M 54,087 +4,410 +9%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$5.65M 52,374 +330 +0.6%
PAG
14
Private Advisor Group
New Jersey
$4.78M 44,273 +19,124 +76%
Stifel Financial
15
Stifel Financial
Missouri
$4.68M 43,345 -383 -0.9%
LWA
16
Lowe Wealth Advisors
Maryland
$4.62M 42,834 -2,574 -6%
CA
17
Cetera Advisors
Colorado
$4.55M 42,189 -1,132 -3%
Creative Planning
18
Creative Planning
Kansas
$4.3M 39,851 +2,508 +7%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$3.86M 34,499 -370 -1%
RJA
20
Raymond James & Associates
Florida
$3.85M 35,645 +3,046 +9%
IWA
21
IBEX Wealth Advisors
New Jersey
$3.79M 35,114 +716 +2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.35M 31,013 -2,344 -7%
AL
23
Aspiriant LLC
California
$3.21M 29,744 – –
MFG
24
Merit Financial Group
Georgia
$3.07M 28,465 – –
WS
25
Wedbush Securities
California
$3.05M 28,306 +1,258 +5%
1
2 3 4 5