iShares Dow Jones U.S. ETF (IYY)
iShares Dow Jones U.S. ETF $IYY Holdings Raised by Bank of America Corp DE
Bank of America Corp DE lifted its position in shares of iShares Dow Jones U.S. ETF (NYSEARCA:IYY) by 27.5% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 249,037 shares of the company's stock after acquiring an additional
IYY: A Concentrated AI Bet In Disguise
The iShares Dow Jones US ETF offers broad U.S. equity exposure but is increasingly concentrated in large-cap tech, especially AI-driven hyperscalers. Historical outperformance of IYY versus equal-weight and value peers is a short-term phenomenon, reflecting market concentration rather than a structural advantage. IYY's performance is highly sensitive to sentiment around Microsoft, Amazon, Alphabet, and Meta, which collectively represent 16.2% of the fund.
85,858 Shares in iShares Dow Jones U.S. ETF $IYY Acquired by Apella Capital LLC
Apella Capital LLC bought a new position in shares of iShares Dow Jones U.S. ETF (NYSEARCA:IYY) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 85,858 shares of the company's stock, valued at approximately $14,236,000. Apella Capital LLC owned
ASL Financial LLC Takes Position in iShares Dow Jones U.S. ETF $IYY
ASL Financial LLC acquired a new position in shares of iShares Dow Jones U.S. ETF (NYSEARCA:IYY) in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 20,464 shares of the company's stock, valued at approximately $3,393,000. iShares Dow Jones U.S. ETF
iShares Dow Jones U.S. ETF (NYSEARCA:IYY) Sees Strong Trading Volume – What’s Next?
iShares Dow Jones U.S. ETF (NYSEARCA:IYY - Get Free Report) shares saw unusually-high trading volume on Friday. Approximately 48,279 shares changed hands during trading, an increase of 65% from the previous session's volume of 29,264 shares.The stock last traded at $158.77 and had previously closed at $160.15. iShares Dow Jones U.S. ETF Price Performance
IYY: Diversification Does Not Boost Risk-Adjusted Returns, A Hold
The iShares Dow Jones U.S. ETF tracks the Dow Jones U.S. Index, offering exposure to close to 1,000 equities. Despite being much more diversified than IVV, IYY does not offer anything appealing in terms of both annualized and risk-adjusted returns. Regarding sector and factor exposures, IYY is rather close to IVV, though with slightly lower allocation to IT and marginally better valuation characteristics.
Commonwealth Equity Services LLC Sells 3,754 Shares of iShares Dow Jones U.S. ETF $IYY
Commonwealth Equity Services LLC decreased its stake in iShares Dow Jones U.S. ETF (NYSEARCA:IYY) by 3.3% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 111,332 shares of the company's stock after selling 3,754 shares during the period. Commonwealth
iShares Dow Jones U.S. ETF (NYSEARCA:IYY) Sees Strong Trading Volume – Here’s What Happened
iShares Dow Jones U.S. ETF (NYSEARCA:IYY - Get Free Report) shares saw strong trading volume on Friday. 50,212 shares were traded during mid-day trading, an increase of 48% from the previous session's volume of 33,943 shares.The stock last traded at $165.6880 and had previously closed at $165.81. iShares Dow Jones U.S. ETF Price Performance
Clark Asset Management LLC Acquires New Holdings in iShares Dow Jones U.S. ETF $IYY
Clark Asset Management LLC bought a new position in shares of iShares Dow Jones U.S. ETF (NYSEARCA:IYY) during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 3,540 shares of the company's stock, valued at approximately $575,000. Several other institutional investors and hedge
IYY Vs. IWB: Fast Facts On Two Top 1000 ETFs
IYY and IWB are very similar ETFs holding about 1,000 of the largest US-traded companies weighted based on float-adjusted market capitalization. The differences in underlying indexes definition and rebalancing make no significant difference in portfolio composition and historical performance. IWB offers tighter bid-ask spreads and higher trading volumes, making it more attractive for active traders.
IYY: Nothing Unique Here
iShares Dow Jones U.S. ETF provides broad exposure to the US equities market with a diverse range of holdings. The top sectors in IYY include Information Technology, Financials, Health Care, Consumer Discretionary, and Industrials. IYY has solid performance compared to similar ETFs, but may include underperforming sectors and has a relatively low expense ratio.
ETFs to Ride the Market Rally on Strong Economic Data
The Wall Street rally is expected to continue on optimism surrounding the new economic data releases which are pointing toward recovery from the pandemic-induced slowdown.
Bank of New York Mellon Corp Sells 212 Shares of iShares Dow Jones U.S. ETF (NYSEARCA:IYY)
Bank of New York Mellon Corp decreased its position in iShares Dow Jones U.S. ETF (NYSEARCA:IYY) by 0.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 35,429 shares of the company’s stock after selling 212 shares during the period. Bank of […]
First Republic Investment Management Inc. Boosts Stake in iShares Dow Jones U.S. ETF (NYSEARCA:IYY)
First Republic Investment Management Inc. lifted its stake in iShares Dow Jones U.S. ETF (NYSEARCA:IYY) by 62.0% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,886 shares of the company’s stock after purchasing an additional 1,104 shares during the period. First Republic […]
iShares Dow Jones U.S. ETF (NYSEARCA:IYY) Shares Acquired by Bank of America Corp DE
Bank of America Corp DE increased its stake in iShares Dow Jones U.S. ETF (NYSEARCA:IYY) by 18.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 164,231 shares of the company’s stock after purchasing an additional 26,050 shares during the quarter. Bank of […]
iShares Dow Jones U.S. ETF (NYSEARCA:IYY) Shares Acquired by Bank of Montreal Can
Bank of Montreal Can increased its stake in iShares Dow Jones U.S. ETF (NYSEARCA:IYY) by 96.9% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,325 shares of the company’s stock after acquiring an additional 652 shares during the quarter. Bank of Montreal Can’s holdings […]
Northwestern Mutual Wealth Management Co. Buys 1,748 Shares of iShares Dow Jones U.S. ETF (NYSEARCA:IYY)
Northwestern Mutual Wealth Management Co. lifted its stake in iShares Dow Jones U.S. ETF (NYSEARCA:IYY) by 338.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,265 shares of the company’s stock after buying an additional 1,748 shares during the period. Northwestern […]
Raymond James Financial Services Advisors Inc. Acquires 535 Shares of iShares Dow Jones U.S. ETF (NYSEARCA:IYY)
Raymond James Financial Services Advisors Inc. grew its holdings in shares of iShares Dow Jones U.S. ETF (NYSEARCA:IYY) by 2.8% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 19,394 shares of the company’s stock after buying an additional 535 shares during the period. Raymond James […]
Envestnet Asset Management Inc. Has $2.75 Million Stock Position in iShares Dow Jones U.S. ETF (NYSEARCA:IYY)
Envestnet Asset Management Inc. decreased its position in shares of iShares Dow Jones U.S. ETF (NYSEARCA:IYY) by 13.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 17,237 shares of the company’s stock after selling 2,694 shares during the period. Envestnet Asset […]
Fmr LLC Boosts Stock Position in iShares Dow Jones U.S. ETF (NYSEARCA:IYY)
Fmr LLC boosted its holdings in shares of iShares Dow Jones U.S. ETF (NYSEARCA:IYY) by 5.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 9,505 shares of the company’s stock after acquiring an additional 478 shares during the quarter. Fmr […]