We are live on ! Find out more
IYY icon

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
EI
251
EFG International
$87.1K
BSB
252
Bangor Savings Bank
Maine
$86K
MA
253
Montag & Associates
Georgia
$79.6K
TAM
254
Townsend Asset Management
North Carolina
$72.9K
TRCT
255
Tower Research Capital (TRC)
New York
$70.5K +$31.9K +181 +88%
SWM
256
SHP Wealth Management
Massachusetts
$66.7K +$2.12K +12 +3%
DJSG
257
D.J. St. Germain
Massachusetts
$66.3K
AAP
258
Arax Advisory Partners
Colorado
$58K +$56.1K +318 New
ATPW
259
Ashton Thomas Private Wealth
Arizona
$56.1K +$19.1K +108 +54%
AC
260
AlphaCore Capital
California
$54.7K
MIM
261
MTM Investment Management
South Carolina
$49.2K
Qube Research & Technologies (QRT)
262
Qube Research & Technologies (QRT)
United Kingdom
$37.7K +$21K +119 +135%
Franklin Resources
263
Franklin Resources
California
$36.5K
GWS
264
Glassman Wealth Services
Virginia
$36.5K
SWP
265
Strategic Wealth Partners
Ohio
$34.6K
TBFA
266
Three Bearings Fiduciary Advisors
New Hampshire
$30.6K
ACA
267
Aptus Capital Advisors
Alabama
$29.2K
TWIM
268
TIAA Wealth Investment Management
New York
$29.2K
WFA
269
West Financial Advisors
Iowa
$26.6K
TFA
270
Toth Financial Advisory
Virginia
$24.2K +$23.5K +133 New
HFS
271
Hughes Financial Services
Virginia
$23K
HWM
272
HighMark Wealth Management
Minnesota
$21.4K
IWC
273
Integrated Wealth Concepts
Massachusetts
$19.5K +$18.9K +107 New
DSC
274
Duncker Streett & Co
Missouri
$18.2K
MMCM
275
Murphy & Mullick Capital Management
New York
$18.2K

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.