iShares Dow Jones US ETF
224 hedge funds and large institutions have $447M invested in iShares Dow Jones US ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 60 reducing their positions, and 13 closing their positions.
54% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 13
12% more capital invested
Capital invested by funds: $398M → $447M (+$48.7M)
2% more funds holding
Funds holding: 219 → 224 (+5)
0.35% more ownership
Funds ownership: 22.92% → 23.27% (+0.35%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 60
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$5.24M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$4.97M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$2.56M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$2.4M |
| 5 |
SFS
Sharp Financial Services
Horsham,
Pennsylvania
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$6.18M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$3.53M |
| 3 |
Morgan Stanley
New York
|
-$1.36M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.06M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.05M |
IYY Hedge Fund Activity: Q1 2024 in Review
224 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q1 2024, worth a combined $447M — up 12% from $398M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IYY positions and 13 closed out — a net gain of 7 holders — while 60 added to existing stakes and 60 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $5.24M. The largest seller was Goldman Sachs, exiting entirely with an estimated $6.18M sold.
- 224 institutional investors held iShares Dow Jones US ETF (IYY) as of Q1 2024, up from 219 in Q4 2023.
- Funds reported $447M of iShares Dow Jones US ETF stock for Q1 2024, up 12% quarter-over-quarter.
- 20 funds opened new iShares Dow Jones US ETF positions in Q1 2024 and 13 closed out, a net change of +7 holders.
- The largest iShares Dow Jones US ETF buyer in Q1 2024 was Citadel Advisors, an estimated $5.24M added.
- The largest iShares Dow Jones US ETF seller in Q1 2024 was Goldman Sachs, an estimated $6.18M sold.
Based on aggregated 13F filings for Q1 2024.