iShares Dow Jones US ETF
221 hedge funds and large institutions have $451M invested in iShares Dow Jones US ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 14 closing their positions.
2,050% more call options, than puts
Call options by funds: $860K | Put options by funds: $40K
21% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 14
1% more capital invested
Capital invested by funds: $447M → $451M (+$3.98M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.31% less ownership
Funds ownership: 23.27% → 22.95% (-0.31%)
1% less funds holding
Funds holding: 224 → 221 (-3)
13% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 63
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$2.84M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.57M |
| 3 |
Goldman Sachs
New York
|
+$1.42M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.11M |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.64M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$2.79M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$2.74M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$1.86M |
| 5 |
TWC
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
-$1.43M |
IYY Hedge Fund Activity: Q2 2024 in Review
221 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q2 2024, worth a combined $451M — up 0.89% from $447M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IYY positions and 14 closed out — a net gain of 3 holders — while 55 added to existing stakes and 63 trimmed.
The largest buyer was Kingsview Wealth Management, adding an estimated $2.84M. The largest seller was Citadel Advisors, cutting an estimated $3.64M.
- 221 institutional investors held iShares Dow Jones US ETF (IYY) as of Q2 2024, down from 224 in Q1 2024.
- Funds reported $451M of iShares Dow Jones US ETF stock for Q2 2024, up 0.89% quarter-over-quarter.
- 17 funds opened new iShares Dow Jones US ETF positions in Q2 2024 and 14 closed out, a net change of +3 holders.
- The largest iShares Dow Jones US ETF buyer in Q2 2024 was Kingsview Wealth Management, an estimated $2.84M added.
- The largest iShares Dow Jones US ETF seller in Q2 2024 was Citadel Advisors, an estimated $3.64M sold.
Based on aggregated 13F filings for Q2 2024.