iShares Dow Jones US ETF
263 hedge funds and large institutions have $557M invested in iShares Dow Jones US ETF in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 71 increasing their positions, 67 reducing their positions, and 8 closing their positions.
5,621% more call options, than puts
Call options by funds: $801K | Put options by funds: $14K
388% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 8
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
15% more capital invested
Capital invested by funds: $485M → $557M (+$72.2M)
11% more funds holding
Funds holding: 237 → 263 (+26)
2.49% more ownership
Funds ownership: 21.85% → 24.34% (+2.5%)
6% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$18.3M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.25M |
| 3 |
IWA
IBEX Wealth Advisors
Bedminster,
New Jersey
|
+$4.63M |
| 4 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$3.93M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$4.9M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$3.55M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$3.36M |
| 4 |
HOWA
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
-$1.27M |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$801K |
IYY Hedge Fund Activity: Q4 2024 in Review
263 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q4 2024, worth a combined $557M — up 15% from $485M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new IYY positions and 8 closed out — a net gain of 31 holders — while 71 added to existing stakes and 67 trimmed.
The largest buyer was Ameriprise, adding an estimated $18.3M. The largest seller was LPL Financial, cutting an estimated $4.9M.
- 263 institutional investors held iShares Dow Jones US ETF (IYY) as of Q4 2024, up from 237 in Q3 2024.
- Funds reported $557M of iShares Dow Jones US ETF stock for Q4 2024, up 15% quarter-over-quarter.
- 39 funds opened new iShares Dow Jones US ETF positions in Q4 2024 and 8 closed out, a net change of +31 holders.
- The largest iShares Dow Jones US ETF buyer in Q4 2024 was Ameriprise, an estimated $18.3M added.
- The largest iShares Dow Jones US ETF seller in Q4 2024 was LPL Financial, an estimated $4.9M sold.
Based on aggregated 13F filings for Q4 2024.