We are live on ! Find out more
IYY icon

iShares Dow Jones US ETF

258 hedge funds and large institutions have $532M invested in iShares Dow Jones US ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 69 increasing their positions, 70 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,427% more call options, than puts

Call options by funds: $679K | Put options by funds: $15K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

11% more capital invested

Capital invested by funds: $481M → $532M (+$51.6M)

2% more funds holding

Funds holding: 252258 (+6)

0.51% less ownership

Funds ownership: 21.95%21.44% (-0.51%)

1% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 70

Holders
258
Holders Change
+6
Holders Change %
+2.38%
% of All Funds
3.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
69
Reduced
70
Closed
16
Calls
$679K
Puts
$15K
Net Calls
+$664K
Net Calls Change
-$112K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Allworth Financial
California
$81.1K
SIS
227
Sound Income Strategies
Florida
$72.7K +$2.92K +21 +5%
AF
228
Advisornet Financial
Minnesota
$72.4K
BSB
229
Bangor Savings Bank
Maine
$71.2K
MA
230
Montag & Associates
Georgia
$65.9K
Simplex Trading
231
Simplex Trading
Illinois
$64K +$59.3K +426 New
TAM
232
Townsend Asset Management
North Carolina
$60.4K
DJSG
233
D.J. St. Germain
Massachusetts
$54.9K
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$54K
AssetMark Inc
235
AssetMark Inc
California
$49.6K -$422K -3,033 -90%
MCM
236
MAI Capital Management
Ohio
$43.8K
MIM
237
MTM Investment Management
South Carolina
$40.7K
AIM
238
Anchor Investment Management
South Carolina
$38.8K
GWS
239
Glassman Wealth Services
Virginia
$30.2K
WFA
240
West Financial Advisors
Iowa
$24.1K
FHA
241
First Horizon Advisors
Tennessee
$19.8K -$696 -5 -4%
HFS
242
Hughes Financial Services
Virginia
$19.4K
HWM
243
HighMark Wealth Management
Minnesota
$17.5K
DSC
244
Duncker Streett & Co
Missouri
$15.1K
MMCM
245
Murphy & Mullick Capital Management
New York
$15.1K
HI
246
Harbour Investments
Wisconsin
$14.3K
Qube Research & Technologies (QRT)
247
Qube Research & Technologies (QRT)
United Kingdom
$13K -$77.7K -558 -87%
CFD
248
Creative Financial Designs
Indiana
$12.7K
BWL
249
Bogart Wealth LLC
Virginia
$10.7K
GI
250
GAMMA Investing
California
$9.96K

IYY Hedge Fund Activity: Q2 2025 in Review

258 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q2 2025, worth a combined $532M — up 11% from $481M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IYY positions and 16 closed out — a net gain of 6 holders — while 69 added to existing stakes and 70 trimmed.

The largest buyer was Ameriprise, adding an estimated $6.01M. The largest seller was Osaic Holdings, cutting an estimated $5.3M.

  • 258 institutional investors held iShares Dow Jones US ETF (IYY) as of Q2 2025, up from 252 in Q1 2025.
  • Funds reported $532M of iShares Dow Jones US ETF stock for Q2 2025, up 11% quarter-over-quarter.
  • 22 funds opened new iShares Dow Jones US ETF positions in Q2 2025 and 16 closed out, a net change of +6 holders.
  • The largest iShares Dow Jones US ETF buyer in Q2 2025 was Ameriprise, an estimated $6.01M added.
  • The largest iShares Dow Jones US ETF seller in Q2 2025 was Osaic Holdings, an estimated $5.3M sold.

Based on aggregated 13F filings for Q2 2025.