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iShares Dow Jones US ETF

276 hedge funds and large institutions have $597M invested in iShares Dow Jones US ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

1% less funds holding

Funds holding: 278276 (-2)

0.84% less ownership

Funds ownership: 23.86%23.03% (-0.84%)

7% less capital invested

Capital invested by funds: $642M → $597M (-$45.9M)

26% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 87

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
276
Holders Change
-2
Holders Change %
-0.72%
% of All Funds
3.4%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
64
Reduced
87
Closed
17
Calls
$380K
Puts
Net Calls
+$380K
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$2.27M -$22.3K -135 -0.9%
Mariner
52
Mariner
Kansas
$2.13M +$147K +887 +7%
AQR Capital Management
53
AQR Capital Management
Connecticut
$2.12M -$81.9K -495 -4%
SWA
54
Stratos Wealth Advisors
Ohio
$2.09M -$154K -928 -7%
Citadel Advisors
55
Citadel Advisors
Florida
$2.06M +$2.15M +12,986 New
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$1.96M +$1.23M +7,408 +150%
GWS
57
Greykasell Wealth Strategies
California
$1.94M -$12.4K -75 -0.6%
SIA
58
Sage Investment Advisers
New York
$1.93M +$3.31K +20 +0.2%
KFP
59
Kerr Financial Planning
California
$1.69M +$50.1K +303 +3%
MAWCM
60
Mine & Arao Wealth Creation & Management
California
$1.68M -$12.7K -77 -0.7%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$1.64M -$218K -1,315 -11%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$1.59M +$52.9K +320 +3%
KWM
63
Kaydan Wealth Management
Michigan
$1.47M -$1.99K -12 -0.1%
IWM
64
IHT Wealth Management
Illinois
$1.46M -$19.5K -118 -1%
Brown Advisory
65
Brown Advisory
Maryland
$1.43M
KLI
66
Kelman-Lazarov Inc
Tennessee
$1.4M -$3.48K -21 -0.2%
FFA
67
Farther Finance Advisors
California
$1.39M +$579K +3,497 +67%
MML Investors Services
68
MML Investors Services
Massachusetts
$1.29M +$139K +843 +12%
Fayez Sarofim & Co
69
Fayez Sarofim & Co
Texas
$1.27M
Jones Financial Companies
70
Jones Financial Companies
Missouri
$1.17M +$204K +1,234 +20%
CFB
71
Cullen/Frost Bankers
Texas
$1.16M +$2.65K +16 +0.2%
NPFS
72
Novak & Powell Financial Services
Florida
$1.16M
CWIG
73
Chung Wu Investment Group
Texas
$1.14M +$331K +2,000 +38%
MC
74
Mathes Company
New York
$1.09M
IWA
75
IBEX Wealth Advisors
New Jersey
$1.05M +$1.1M +6,624 New

IYY Hedge Fund Activity: Q1 2026 in Review

276 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q1 2026, worth a combined $597M — down 7.1% from $642M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IYY positions and 17 closed out — a net gain of 3 holders — while 64 added to existing stakes and 87 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $11.7M. The largest seller was Sharp Financial Services, exiting entirely with an estimated $29M sold.

  • 276 institutional investors held iShares Dow Jones US ETF (IYY) as of Q1 2026, down from 278 in Q4 2025.
  • Funds reported $597M of iShares Dow Jones US ETF stock for Q1 2026, down 7.1% quarter-over-quarter.
  • 20 funds opened new iShares Dow Jones US ETF positions in Q1 2026 and 17 closed out, a net change of +3 holders.
  • The largest iShares Dow Jones US ETF buyer in Q1 2026 was Kestra Advisory Services, an estimated $11.7M added.
  • The largest iShares Dow Jones US ETF seller in Q1 2026 was Sharp Financial Services, an estimated $29M sold.

Based on aggregated 13F filings for Q1 2026.