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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
MFP
276
Meramec Financial Planners
Missouri
$18K
MIM
277
Marshall Investment Management
Colorado
$17.5K
CFD
278
Creative Financial Designs
Indiana
$15.3K
CA
279
Clearstead Advisors
Ohio
$14.9K +$14.5K +82 New
BWL
280
Bogart Wealth LLC
Virginia
$14K
IFWM
281
Institute for Wealth Management
Colorado
$12.8K +$12.3K +70 New
GI
282
GAMMA Investing
California
$12K
IA
283
IFG Advisory
Georgia
$11.7K +$11.3K +64 New
DF
284
Dunhill Financial
United Kingdom
$11.4K
MSG
285
Main Street Group
Virginia
$9.48K
PCMNC
286
Piedmont Capital Management (North Carolina)
North Carolina
$8.38K
SWA
287
SOA Wealth Advisors
New York
$6.93K
BDPWM
288
Barnes Dennig Private Wealth Management
Ohio
$6.38K
PTC
289
Private Trust Company
Ohio
$4.56K
NRG
290
Nemes Rush Group
Michigan
$3.1K
HI
291
Horizon Investments
North Carolina
$2.73K -$2.65K -15 -50%
TFA
292
Transamerica Financial Advisors
Florida
$657
KG
293
Kilter Group
New York
$365
HNB
294
Huntington National Bank
Ohio
$182
Susquehanna International Group
295
Susquehanna International Group
Pennsylvania
-$1.96M -12,363 Closed
KPWS
296
Kestra Private Wealth Services
Texas
-$609K -3,845 Closed
CAM
297
Cresset Asset Management
Illinois
-$461K -2,912 Closed
KF
298
KKM Financial
Illinois
-$311K -1,878 Closed
HIC
299
Hamrick Investment Counsel
Washington
-$280K -1,769 Closed
Members Trust
300
Members Trust
Florida
-$225K -1,420 Closed

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.