iShares Dow Jones US ETF
190 hedge funds and large institutions have $290M invested in iShares Dow Jones US ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 16 closing their positions.
13% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 16
1% more funds holding
Funds holding: 189 → 190 (+1)
1.72% less ownership
Funds ownership: 22.88% → 21.16% (-1.7%)
11% less capital invested
Capital invested by funds: $324M → $290M (-$34.5M)
14% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 50
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $6K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.88M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.68M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$766K |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$728K |
| 5 |
Mariner
Overland Park,
Kansas
|
+$587K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIAP
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
-$7.57M |
| 2 |
WA
Wealthstar Advisors
Plano,
Texas
|
-$4.28M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.6M |
| 4 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$2.17M |
| 5 |
IWA
IBEX Wealth Advisors
Bedminster,
New Jersey
|
-$2.07M |
IYY Hedge Fund Activity: Q3 2022 in Review
190 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q3 2022, worth a combined $290M — down 11% from $324M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IYY positions and 16 closed out — a net gain of 2 holders — while 43 added to existing stakes and 50 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.88M. The largest seller was Sterling Investment Advisors (Pennsylvania), exiting entirely with an estimated $7.57M sold.
- 190 institutional investors held iShares Dow Jones US ETF (IYY) as of Q3 2022, up from 189 in Q2 2022.
- Funds reported $290M of iShares Dow Jones US ETF stock for Q3 2022, down 11% quarter-over-quarter.
- 18 funds opened new iShares Dow Jones US ETF positions in Q3 2022 and 16 closed out, a net change of +2 holders.
- The largest iShares Dow Jones US ETF buyer in Q3 2022 was Raymond James Financial Services Advisors, an estimated $2.88M added.
- The largest iShares Dow Jones US ETF seller in Q3 2022 was Sterling Investment Advisors (Pennsylvania), an estimated $7.57M sold.
Based on aggregated 13F filings for Q3 2022.