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iShares Dow Jones US ETF

236 hedge funds and large institutions have $485M 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.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

8% more capital invested

Capital invested by funds: $448M → $485M (+$37M)

7% more funds holding

Funds holding: 220236 (+16)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 61

1.1% less ownership

Funds ownership: 22.94%21.83% (-1.1%)

Holders
236
Holders Change
+16
Holders Change %
+7.27%
% of All Funds
3.39%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$65.5M +$1.35M +10,050 +2%
LPL Financial
2
LPL Financial
California
$46.9M +$975K +7,248 +2%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$23.4M -$4.17M -30,996 -16%
SC
4
Savant Capital
Illinois
$22.5M +$298K +2,216 +1%
SFS
5
Sharp Financial Services
Pennsylvania
$18.5M +$1.2M +8,942 +7%
Bank of America
6
Bank of America
North Carolina
$18M +$216K +1,608 +1%
Wells Fargo
7
Wells Fargo
California
$17.4M +$1.64M +12,183 +11%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$16.3M -$342K -2,546 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$13.4M -$748K -5,562 -5%
UBS Group
10
UBS Group
Switzerland
$9.16M -$16K -119 -0.2%
Osaic Holdings
11
Osaic Holdings
Arizona
$7.49M -$128K -950 -2%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$7.25M -$90.5K -673 -1%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$6.74M -$40.5K -301 -0.6%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$6.14M -$156K -1,160 -3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$5.98M -$12.8K -95 -0.2%
Creative Planning
16
Creative Planning
Kansas
$5.53M +$942 +7 +0%
HighTower Advisors
17
HighTower Advisors
Illinois
$5.42M +$124K +920 +2%
WS
18
Wedbush Securities
California
$5.39M -$109K -812 -2%
LWA
19
Lowe Wealth Advisors
Maryland
$4.88M -$80.6K -599 -2%
Comerica Bank
20
Comerica Bank
Texas
$4.38M -$334K -2,485 -7%
AL
21
Aspiriant LLC
California
$4.15M
Bank of New York Mellon
22
Bank of New York Mellon
New York
$4.11M +$146K +1,087 +4%
RJA
23
Raymond James & Associates
Florida
$3.98M -$332K -2,465 -8%
MFG
24
Merit Financial Group
Georgia
$3.97M
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$3.61M -$96.7K -719 -3%

IYY Hedge Fund Activity: Q3 2024 in Review

236 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q3 2024, worth a combined $485M — up 8.3% from $448M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IYY positions and 11 closed out — a net gain of 18 holders — while 59 added to existing stakes and 61 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $3.23M. The largest seller was PNC Financial Services Group, cutting an estimated $4.17M.

  • 236 institutional investors held iShares Dow Jones US ETF (IYY) as of Q3 2024, up from 220 in Q2 2024.
  • Funds reported $485M of iShares Dow Jones US ETF stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 29 funds opened new iShares Dow Jones US ETF positions in Q3 2024 and 11 closed out, a net change of +18 holders.
  • The largest iShares Dow Jones US ETF buyer in Q3 2024 was Flow Traders U.S., an estimated $3.23M added.
  • The largest iShares Dow Jones US ETF seller in Q3 2024 was PNC Financial Services Group, an estimated $4.17M sold.

Based on aggregated 13F filings for Q3 2024.