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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$5.51M -$1.24K -7 -0%
MCC
27
Money Concepts Capital
Florida
$5.46M +$280K +1,587 +6%
AL
28
Aspiriant LLC
California
$5.42M
AFG
29
Arkansas Financial Group
Arkansas
$5.42M +$307K +1,738 +6%
Goldman Sachs
30
Goldman Sachs
New York
$5.41M +$917K +5,198 +21%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$5.38M -$4.76K -27 -0.1%
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$5.37M +$5.12K +29 +0.1%
MFG
33
Merit Financial Group
Georgia
$5.24M
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$4.68M +$262K +1,483 +6%
JP Morgan Chase
35
JP Morgan Chase
New York
$4.56M +$706 +4 +0%
DCA
36
DSG Capital Advisors
Minnesota
$4.54M
FHC
37
First Heartland Consultants
Missouri
$4.28M -$13.2K -75 -0.3%
EWA
38
EP Wealth Advisors
California
$4.09M -$21.2K -120 -0.5%
AAIM
39
Asset Advisors Investment Management
Georgia
$3.87M -$141K -800 -4%
AF
40
ASL Financial
California
$3.69M -$26.5K -150 -0.7%
Stifel Financial
41
Stifel Financial
Missouri
$3.62M -$32.3K -183 -0.9%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$3.6M -$834K -4,727 -19%
Lido Advisors
43
Lido Advisors
California
$3.57M -$259K -1,466 -7%
RWM
44
Ritholtz Wealth Management
New York
$3.56M -$353 -2 -0%
AQR Capital Management
45
AQR Capital Management
Connecticut
$3.43M +$960K +5,439 +41%
Truist Financial
46
Truist Financial
North Carolina
$3.38M -$101K -574 -3%
EIP
47
Ellis Investment Partners
Pennsylvania
$3.21M +$159K +901 +5%
NP
48
NorthRock Partners
Minnesota
$3.01M
SPC
49
Sigma Planning Corp
Michigan
$3.01M +$29.8K +169 +1%
Citadel Advisors
50
Citadel Advisors
Florida
$2.98M +$591K +3,349 +26%

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.