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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
KAS
26
Kestra Advisory Services
Texas
$4.68M +$229K +1,465 +5%
MFG
27
Merit Financial Group
Georgia
$4.62M
MCC
28
Money Concepts Capital
Florida
$4.17M -$9.54K -61 -0.2%
PAG
29
Private Advisor Group
New Jersey
$4.05M -$62.3K -398 -2%
FHC
30
First Heartland Consultants
Missouri
$3.96M +$1.88K +12 +0%
JP Morgan Chase
31
JP Morgan Chase
New York
$3.94M +$2.79M +17,860 +279%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$3.76M -$6.42K -41 -0.2%
AFG
33
Arkansas Financial Group
Arkansas
$3.67M +$840K +5,369 +31%
AAIM
34
Asset Advisors Investment Management
Georgia
$3.66M -$46.2K -295 -1%
Lido Advisors
35
Lido Advisors
California
$3.49M
Stifel Financial
36
Stifel Financial
Missouri
$3.33M -$84.8K -542 -3%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$3.26M +$217K +1,386 +7%
Truist Financial
38
Truist Financial
North Carolina
$3.08M +$296K +1,891 +11%
ECA
39
Elevation Capital Advisory
Oregon
$2.93M +$2.82M +18,022 New
NP
40
Nilsine Partners
Colorado
$2.81M +$49.4K +316 +2%
NP
41
NorthRock Partners
Minnesota
$2.73M
FF
42
Finley Financial
Nevada
$2.63M
CBA
43
Coastal Bridge Advisors
Connecticut
$2.62M -$58.2K -372 -2%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$2.59M +$477K +3,050 +24%
EIP
45
Ellis Investment Partners
Pennsylvania
$2.54M +$252K +1,612 +12%
SWA
46
Stratos Wealth Advisors
Ohio
$2.35M -$51.2K -327 -2%
Kovitz Investment Group Partners
47
Kovitz Investment Group Partners
Illinois
$2.3M -$95.3K -609 -4%
RWM
48
Ritholtz Wealth Management
New York
$2.29M
HighTower Advisors
49
HighTower Advisors
Illinois
$2.24M -$12.5K -80 -0.6%
SPIA
50
Steward Partners Investment Advisory
New York
$2.11M +$66.3K +424 +3%

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.