Citadel Advisors
IYY icon

Citadel Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Citadel Advisors’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$380K Hold
2,400
– – ﹤0.01% 9922
2025
Q4 		$398K Sell
2,400
-2,200
-48% -$362K ﹤0.01% 9554
2025
Q3 		$747K Buy
+4,600
New +$720K ﹤0.01% 8188

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Citadel Advisors's IYY Position: Q1 2026 in Review

Citadel Advisors opened a new position in iShares Dow Jones US ETF (IYY) in Q1 2026: 12,986 shares worth $2.06M. The stake represents ﹤0.01% of the portfolio and ranks #6012 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in IYY as recently as Q2 2025.

Citadel Advisors first reported a position in IYY in Q4 2014 and has held it in 30 quarters since. The position peaked at $5.9M in Q4 2019. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Citadel Advisors held 12,986 shares of iShares Dow Jones US ETF worth $2.06M as of Q1 2026.
  • iShares Dow Jones US ETF was a new Citadel Advisors position in Q1 2026.
  • iShares Dow Jones US ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #6012 holding.
  • Citadel Advisors first reported a position in iShares Dow Jones US ETF in Q4 2014 and has held it in 30 quarters since.
  • Citadel Advisors's iShares Dow Jones US ETF position peaked at $5.9M in Q4 2019.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.