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
DF
251
Dunhill Financial
United Kingdom
$9.46K -$139 -1 -2%
MSG
252
Main Street Group
Virginia
$7.84K -$1.81K -13 -20%
SWA
253
SOA Wealth Advisors
New York
$5.73K
BDPWM
254
Barnes Dennig Private Wealth Management
Ohio
$5.28K +$4.88K +35 New
PTC
255
Private Trust Company
Ohio
$3.77K
NRG
256
Nemes Rush Group
Michigan
$2.56K -$81.5K -585 -97%
TFA
257
Transamerica Financial Advisors
Florida
$545
KG
258
Kilter Group
New York
$302 +$279 +2 New
HNB
259
Huntington National Bank
Ohio
$151
PFPT
260
Pinnacle Financial Partners (Tennessee)
Tennessee
-$842K -5,884 Closed
FIA
261
Foundations Investment Advisors
Arizona
-$737K -5,412 Closed
SAW
262
Signal Advisors Wealth
Michigan
-$322K -2,364 Closed
FWM
263
Foguth Wealth Management
Michigan
-$261K -1,920 Closed
AIM
264
Aspen Investment Management
Michigan
-$239K -1,757 Closed
IA
265
Integrity Alliance
Iowa
-$223K -1,638 Closed
SIM
266
Synergy Investment Management
Florida
-$157K -1,150 Closed
HCP
267
Hexagon Capital Partners
Arkansas
-$47.4K -348 Closed
TF
268
Tompkins Financial
New York
-$43.8K -322 Closed
SC
269
SouthState Corp
Florida
-$30.4K -223 Closed
AF
270
Atala Financial
California
-$28.6K -210 Closed
SIM
271
Studio Investment Management
Illinois
-$24.9K -183 Closed
MFA
272
McClarren Financial Advisors
Pennsylvania
-$39K -136 Closed
MIM
273
Marshall Investment Management
Colorado
-$12.9K -95 Closed
GFPC
274
Global Financial Private Client
Florida
-$4.08K -30 Closed
LWANC
275
Laurel Wealth Advisors (North Carolina)
North Carolina
-$3.81K -28 Closed

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.