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iShares Dow Jones US ETF

262 hedge funds and large institutions have $583M invested in iShares Dow Jones US ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 71 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

10% more capital invested

Capital invested by funds: $532M → $583M (+$51M)

2% more funds holding

Funds holding: 258262 (+4)

0.46% more ownership

Funds ownership: 21.44%21.9% (+0.46%)

1% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 71

Holders
262
Holders Change
+4
Holders Change %
+1.55%
% of All Funds
3.44%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
21
Increased
70
Reduced
71
Closed
13
Calls
$975K
Puts
Net Calls
+$975K
Net Calls Change
+$311K
Name Holding Trade Value Shares
Change
Change in
Stake
GBT
226
Grove Bank & Trust
Florida
$80.8K -$45.7K -292 -37%
FLP
227
Financial Life Planners
Arizona
$79.7K +$76.8K +491 New
SIS
228
Sound Income Strategies
Florida
$79K +$156 +1 +0.2%
AF
229
Advisornet Financial
Minnesota
$78K
BSB
230
Bangor Savings Bank
Maine
$76.7K
MA
231
Montag & Associates
Georgia
$71K
TAM
232
Townsend Asset Management
North Carolina
$65K
DJSG
233
D.J. St. Germain
Massachusetts
$59.1K
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$58.2K
MCM
235
MAI Capital Management
Ohio
$47.1K
MIM
236
MTM Investment Management
South Carolina
$43.9K
AIM
237
Anchor Investment Management
South Carolina
$41.8K
AAS
238
Ameritas Advisory Services
Nebraska
$41.3K -$556K -3,555 -93%
SS
239
Sunbelt Securities
Texas
$40.6K -$558K -3,568 -93%
GWS
240
Glassman Wealth Services
Virginia
$32.5K
Franklin Resources
241
Franklin Resources
California
$32.5K +$31.3K +200 New
WFA
242
West Financial Advisors
Iowa
$23.7K -$2.19K -14 -9%
HFS
243
Hughes Financial Services
Virginia
$20.9K
HWM
244
HighMark Wealth Management
Minnesota
$18.9K
Qube Research & Technologies (QRT)
245
Qube Research & Technologies (QRT)
United Kingdom
$16.7K +$2.66K +17 +20%
MMCM
246
Murphy & Mullick Capital Management
New York
$16.6K
DSC
247
Duncker Streett & Co
Missouri
$16.2K
HI
248
Harbour Investments
Wisconsin
$15.4K
CFD
249
Creative Financial Designs
Indiana
$13.6K
BWL
250
Bogart Wealth LLC
Virginia
$12K +$469 +3 +4%

IYY Hedge Fund Activity: Q3 2025 in Review

262 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q3 2025, worth a combined $583M — up 9.6% from $532M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IYY positions and 13 closed out — a net gain of 8 holders — while 70 added to existing stakes and 71 trimmed.

The largest buyer was Sharp Financial Services, opening a new position worth an estimated $26M. The largest seller was Siligmueller & Norvid Wealth Advisors, exiting entirely with an estimated $12.7M sold.

  • 262 institutional investors held iShares Dow Jones US ETF (IYY) as of Q3 2025, up from 258 in Q2 2025.
  • Funds reported $583M of iShares Dow Jones US ETF stock for Q3 2025, up 9.6% quarter-over-quarter.
  • 21 funds opened new iShares Dow Jones US ETF positions in Q3 2025 and 13 closed out, a net change of +8 holders.
  • The largest iShares Dow Jones US ETF buyer in Q3 2025 was Sharp Financial Services, an estimated $26M added.
  • The largest iShares Dow Jones US ETF seller in Q3 2025 was Siligmueller & Norvid Wealth Advisors, an estimated $12.7M sold.

Based on aggregated 13F filings for Q3 2025.