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
MCC
26
Money Concepts Capital
Florida
$3.88M +$60.3K +433 +2%
PAG
27
Private Advisor Group
New Jersey
$3.82M +$10.3K +74 +0.3%
DCA
28
DSG Capital Advisors
Minnesota
$3.74M
FHC
29
First Heartland Consultants
Missouri
$3.67M -$7.24K -52 -0.2%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$3.5M -$17.3K -124 -0.5%
EWA
31
EP Wealth Advisors
California
$3.47M +$18.8K +135 +0.6%
AAIM
32
Asset Advisors Investment Management
Georgia
$3.45M -$20.9K -150 -0.7%
Lido Advisors
33
Lido Advisors
California
$3.24M
Stifel Financial
34
Stifel Financial
Missouri
$3.18M +$15.7K +113 +0.5%
GWS
35
Greykasell Wealth Strategies
California
$3.16M -$68.3K -490 -2%
Goldman Sachs
36
Goldman Sachs
New York
$3.06M -$607K -4,357 -18%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$2.81M +$302K +2,169 +13%
AFG
38
Arkansas Financial Group
Arkansas
$2.6M +$330K +2,371 +16%
Truist Financial
39
Truist Financial
North Carolina
$2.57M +$249K +1,786 +12%
NP
40
Nilsine Partners
Colorado
$2.56M +$96K +689 +4%
NP
41
NorthRock Partners
Minnesota
$2.53M
CBA
42
Coastal Bridge Advisors
Connecticut
$2.49M -$72.2K -518 -3%
SFC
43
Summit Financial Consulting
Michigan
$2.46M +$2.27M +16,329 New
FF
44
Finley Financial
Nevada
$2.44M -$41.8K -300 -2%
Kovitz Investment Group Partners
45
Kovitz Investment Group Partners
Illinois
$2.23M
SWA
46
Stratos Wealth Advisors
Ohio
$2.23M -$8.5K -61 -0.4%
RWM
47
Ritholtz Wealth Management
New York
$2.13M
EIP
48
Ellis Investment Partners
Pennsylvania
$2.11M +$310K +2,225 +19%
HighTower Advisors
49
HighTower Advisors
Illinois
$2.1M +$1.11K +8 +0.1%
Citadel Advisors
50
Citadel Advisors
Florida
$1.99M -$1.14M -8,218 -38%

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.