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iShares Dow Jones US ETF

293 hedge funds and large institutions have $698M invested in iShares Dow Jones US ETF in 2026 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 75 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

17% more capital invested

Capital invested by funds: $597M → $698M (+$100M)

5% more funds holding

Funds holding: 278293 (+15)

0.35% more ownership

Funds ownership: 23.06%23.4% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

11% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 75

Holders
293
Holders Change
+15
Holders Change %
+5.4%
% of All Funds
3.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
67
Reduced
75
Closed
9
Calls
$474K
Puts
Net Calls
+$474K
Net Calls Change
+$94K
Name Holding Trade Value Shares
Change
Change in
Stake
HIC
226
Holderness Investments Company
North Carolina
$215K +$208K +1,180 New
SL
227
Sentry LLC
Tennessee
$213K +$206K +1,170 New
VAS
228
Vestmark Advisory Solutions
Massachusetts
$213K +$206K +1,170 New
V
229
VeraBank
Texas
$211K -$29.1K -165 -12%
LPFG
230
Landing Point Financial Group
Ohio
$209K +$202K +1,147 New
OSAM
231
O'Shaughnessy Asset Management
Connecticut
$202K -$16.1K -91 -8%
AI
232
Accredited Investors
Minnesota
$201K +$194K +1,100 New
OFG
233
Oxford Financial Group
Indiana
$198K +$353 +2 +0.2%
William Blair & Company
234
William Blair & Company
Illinois
$167K +$882 +5 +0.5%
KFAS
235
Keating Financial Advisory Services
Kansas
$160K +$176 +1 +0.1%
CPA
236
Cardiff Park Advisors
California
$146K
IF
237
Integrity Financial
Wyoming
$135K +$176 +1 +0.1%
AssetMark Inc
238
AssetMark Inc
California
$133K -$8.82K -50 -6%
SIM
239
Synergy Investment Management
Florida
$128K -$79.4K -450 -39%
BCM
240
Boreal Capital Management
Florida
$128K
Vanguard Advisers Inc
241
Vanguard Advisers Inc
Pennsylvania
$123K
AG
242
AmeriFlex Group
Nevada
$107K
Q1WB
243
Quest 10 Wealth Builders
Virginia
$104K
TCM
244
Triumph Capital Management
Colorado
$104K
WTC
245
WhitTier Trust Company
Nevada
$100K
AIC
246
Archer Investment Corporation
Indiana
$95.4K
FLP
247
Financial Life Planners
Arizona
$93.2K +$176 +1 +0.2%
CA
248
Continuum Advisory
Idaho
$91.1K +$88.2K +500 New
GBT
249
Grove Bank & Trust
Florida
$90.6K
AF
250
Advisornet Financial
Minnesota
$87.5K

IYY Hedge Fund Activity: Q2 2026 in Review

293 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q2 2026, worth a combined $698M — up 17% from $597M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IYY positions and 9 closed out — a net gain of 20 holders — while 67 added to existing stakes and 75 trimmed.

The largest buyer was Ameriprise, adding an estimated $10.9M. The largest seller was Kestra Advisory Services, cutting an estimated $10.2M.

  • 293 institutional investors held iShares Dow Jones US ETF (IYY) as of Q2 2026, up from 278 in Q1 2026.
  • Funds reported $698M of iShares Dow Jones US ETF stock for Q2 2026, up 17% quarter-over-quarter.
  • 29 funds opened new iShares Dow Jones US ETF positions in Q2 2026 and 9 closed out, a net change of +20 holders.
  • The largest iShares Dow Jones US ETF buyer in Q2 2026 was Ameriprise, an estimated $10.9M added.
  • The largest iShares Dow Jones US ETF seller in Q2 2026 was Kestra Advisory Services, an estimated $10.2M sold.

Based on aggregated 13F filings for Q2 2026.