iShares Dow Jones US ETF
198 hedge funds and large institutions have $390M invested in iShares Dow Jones US ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 79 reducing their positions, and 22 closing their positions.
0.04% less ownership
Funds ownership: 22.8% → 22.76% (-0.04%)
6% less funds holding
Funds holding: 211 → 198 (-13)
9% less capital invested
Capital invested by funds: $428M → $390M (-$38.2M)
41% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 22
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
51% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 79
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.57M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$2.42M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$949K |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$945K |
| 5 |
WS
Wedbush Securities
Los Angeles,
California
|
+$809K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.3M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.13M |
| 4 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$2.12M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.41M |
IYY Hedge Fund Activity: Q1 2022 in Review
198 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q1 2022, worth a combined $390M — down 8.9% from $428M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of IYY and 13 opened new positions — a net loss of 9 holders — while 79 trimmed existing stakes and 39 added.
The largest buyer was Osaic Holdings, adding an estimated $3.57M. The largest seller was Csenge Advisory Group, exiting entirely with an estimated $5M sold.
- 198 institutional investors held iShares Dow Jones US ETF (IYY) as of Q1 2022, down from 211 in Q4 2021.
- Funds reported $390M of iShares Dow Jones US ETF stock for Q1 2022, down 8.9% quarter-over-quarter.
- 13 funds opened new iShares Dow Jones US ETF positions in Q1 2022 and 22 closed out, a net change of -9 holders.
- The largest iShares Dow Jones US ETF buyer in Q1 2022 was Osaic Holdings, an estimated $3.57M added.
- The largest iShares Dow Jones US ETF seller in Q1 2022 was Csenge Advisory Group, an estimated $5M sold.
Based on aggregated 13F filings for Q1 2022.