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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
GI
251
GAMMA Investing
California
$10.7K
DF
252
Dunhill Financial
United Kingdom
$10.2K +$156 +1 +2%
MSG
253
Main Street Group
Virginia
$8.45K
SWA
254
SOA Wealth Advisors
New York
$6.17K
RCM
255
Raleigh Capital Management
North Carolina
$6.03K +$5.79K +37 New
BDPWM
256
Barnes Dennig Private Wealth Management
Ohio
$5.69K
PTC
257
Private Trust Company
Ohio
$4.06K
NRG
258
Nemes Rush Group
Michigan
$2.76K
HI
259
Horizon Investments
North Carolina
$2.44K +$2.35K +15 New
TFA
260
Transamerica Financial Advisors
Florida
$586
KG
261
Kilter Group
New York
$325
Citigroup
262
Citigroup
New York
$325 +$313 +2 New
HNB
263
Huntington National Bank
Ohio
$162
SNWA
264
Siligmueller & Norvid Wealth Advisors
Illinois
-$12.7M -83,543 Closed
DCA
265
DSG Capital Advisors
Minnesota
-$3.74M -24,800 Closed
SFC
266
Summit Financial Consulting
Michigan
-$2.46M -16,329 Closed
Citadel Advisors
267
Citadel Advisors
Florida
-$2.06M -13,179 Closed
GS
268
GTS Securities
New York
-$1.2M -7,943 Closed
OAS
269
Optivise Advisory Services
Tennessee
-$695K -4,605 Closed
CCA
270
Cobblestone Capital Advisors
New York
-$409K -2,711 Closed
MYIA
271
Mount Yale Investment Advisors
Colorado
-$389K -2,578 Closed
BPA
272
Beacon Pointe Advisors
California
-$285K -1,890 Closed
AWE
273
Avidian Wealth Enterprises
Texas
-$213K -1,412 Closed
SSW
274
Smith Shellnut Wilson
Mississippi
-$200K -1,326 Closed
GC
275
Garde Capital
Washington
-$98.1K -650 Closed

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.