IYY icon

iShares Dow Jones US ETF
IYY

Overview Fund Activity

235 hedge funds and large institutions have $484M invested in iShares Dow Jones US ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 61 reducing their positions, and 11 closing their positions.

Holders
235
Holders Change
+16
Holders Change %
+7.31%
% of All Funds
3.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
59
Reduced
61
Closed
11
Calls
$921K
Puts
–
Net Calls
+$921K
Net Calls Change
+$101K

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$3.36M
2
GM
2
GeoWealth Management
Illinois
$3.13M
3
ECA
3
Elevation Capital Advisory
Oregon
$3.12M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$2.26M
5
Wells Fargo
5
Wells Fargo
California
$17.4M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$23.4M
2
KWM
2
Kingsview Wealth Management
Oregon
$299K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.14M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
TWC
5
TD Waterhouse Canada
Ontario, Canada
$905K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$65.5M 469,252 +10,050 +2%
LPL Financial
2
LPL Financial
California
$46.9M 335,729 +7,248 +2%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$23.4M 167,456 -30,996 -16%
SC
4
Savant Capital
Illinois
$22.5M 161,516 +2,216 +1%
SFS
5
Sharp Financial Services
Pennsylvania
$18.5M 132,748 +8,942 +7%
Bank of America
6
Bank of America
North Carolina
$18M 128,955 +1,608 +1%
Wells Fargo
7
Wells Fargo
California
$17.4M 124,853 +12,183 +11%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$16.3M 116,883 -2,546 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$13.4M 96,124 -5,562 -5%
UBS Group
10
UBS Group
Switzerland
$9.16M 65,650 -119 -0.2%
Osaic Holdings
11
Osaic Holdings
Arizona
$7.49M 53,677 -950 -2%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$7.25M 51,927 -673 -1%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$6.74M 48,254 -301 -0.6%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$6.14M 43,976 -1,160 -3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$5.98M 42,829 -95 -0.2%
Creative Planning
16
Creative Planning
Kansas
$5.53M 39,587 +7 +0%
HighTower Advisors
17
HighTower Advisors
Illinois
$5.42M 38,827 +920 +2%
WS
18
Wedbush Securities
California
$5.39M 38,598 -812 -2%
LWA
19
Lowe Wealth Advisors
Maryland
$4.88M 34,982 -599 -2%
Comerica Bank
20
Comerica Bank
Texas
$4.38M 31,378 -2,485 -7%
AL
21
Aspiriant LLC
California
$4.15M 29,744 – –
Bank of New York Mellon
22
Bank of New York Mellon
New York
$4.11M 29,439 +1,087 +4%
RJA
23
Raymond James & Associates
Florida
$3.98M 28,517 -2,465 -8%
MFG
24
Merit Financial Group
Georgia
$3.97M 28,465 – –
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$3.61M 25,962 -719 -3%
1
2 3 4 5