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iShares Dow Jones US ETF

191 hedge funds and large institutions have $331M invested in iShares Dow Jones US ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

17% more capital invested

Capital invested by funds: $284M → $331M (+$47M)

1.22% more ownership

Funds ownership: 21.15%22.37% (+1.2%)

1% more funds holding

Funds holding: 189191 (+2)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
191
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.07%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
54
Reduced
44
Closed
15
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$44.9M +$2.7M +28,721 +6%
LPL Financial
2
LPL Financial
California
$28.5M +$867K +9,220 +3%
Bank of America
3
Bank of America
North Carolina
$20.1M +$7.84M +83,320 +63%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$17.3M +$133K +1,418 +0.8%
SC
5
Savant Capital
Illinois
$16M -$227K -2,417 -1%
Osaic Holdings
6
Osaic Holdings
Arizona
$15.4M +$264K +2,804 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$11.5M +$4.6M +48,904 +65%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$11M +$112K +1,190 +1%
UBS Group
9
UBS Group
Switzerland
$10.7M -$306K -3,250 -3%
Wells Fargo
10
Wells Fargo
California
$10.5M +$2.99M +31,804 +39%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$5.5M +$4.65M +49,408 +525%
WS
12
Wedbush Securities
California
$5.49M -$373K -3,965 -6%
GVAG
13
Great Valley Advisor Group
Delaware
$5.48M +$5.06M +53,826 +1,127%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$4.69M -$188K -2,002 -4%
FC
15
Financial Consulate
Maryland
$4.07M +$4.09M +43,500 New
Creative Planning
16
Creative Planning
Kansas
$3.71M +$169K +1,800 +5%
LWA
17
Lowe Wealth Advisors
Maryland
$3.55M -$92.1K -979 -3%
CA
18
Cetera Advisors
Colorado
$3.05M -$1.84M -19,545 -37%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$3.01M -$240K -2,548 -7%
RJA
20
Raymond James & Associates
Florida
$3M -$524K -5,577 -15%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.97M +$280K +2,973 +10%
AL
22
Aspiriant LLC
California
$2.78M
TWC
23
TD Waterhouse Canada
Ontario, Canada
$2.78M +$4.51K +48 +0.2%
MFG
24
Merit Financial Group
Georgia
$2.66M
Ameriprise
25
Ameriprise
Minnesota
$2.63M +$2.08M +22,099 +344%

IYY Hedge Fund Activity: Q4 2022 in Review

191 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q4 2022, worth a combined $331M — up 17% from $284M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IYY positions and 15 closed out — a net gain of 7 holders — while 54 added to existing stakes and 44 trimmed.

The largest buyer was Bank of America, adding an estimated $7.84M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.56M.

  • 191 institutional investors held iShares Dow Jones US ETF (IYY) as of Q4 2022, up from 189 in Q3 2022.
  • Funds reported $331M of iShares Dow Jones US ETF stock for Q4 2022, up 17% quarter-over-quarter.
  • 22 funds opened new iShares Dow Jones US ETF positions in Q4 2022 and 15 closed out, a net change of +7 holders.
  • The largest iShares Dow Jones US ETF buyer in Q4 2022 was Bank of America, an estimated $7.84M added.
  • The largest iShares Dow Jones US ETF seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $4.56M sold.

Based on aggregated 13F filings for Q4 2022.