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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
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$1.94M +$37.6K +270 +2%
Mariner
52
Mariner
Kansas
$1.92M -$383K -2,746 -18%
SPIA
53
Steward Partners Investment Advisory
New York
$1.9M
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$1.69M +$8.5K +61 +0.5%
Belvedere Trading
55
Belvedere Trading
Illinois
$1.66M +$1.43M +10,274 +1,392%
MAWCM
56
Mine & Arao Wealth Creation & Management
California
$1.64M -$6.13K -44 -0.4%
TNB
57
Thomasville National Bank
Georgia
$1.63M -$216K -1,551 -13%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$1.55M -$4.18M -30,009 -75%
SPC
59
Sigma Planning Corp
Michigan
$1.55M +$228K +1,635 +19%
NC
60
NewSquare Capital
Pennsylvania
$1.46M -$13.2K -95 -1%
IWM
61
IHT Wealth Management
Illinois
$1.41M -$557 -4 -0%
SMA
62
Seven Mile Advisory
New Jersey
$1.4M
KWM
63
Kaydan Wealth Management
Michigan
$1.4M
Brown Advisory
64
Brown Advisory
Maryland
$1.36M
MC
65
Mathes Company
New York
$1.34M
KLI
66
Kelman-Lazarov Inc
Tennessee
$1.34M +$2.65K +19 +0.2%
NWWA
67
New Wave Wealth Advisors
Arkansas
$1.22M
Fayez Sarofim & Co
68
Fayez Sarofim & Co
Texas
$1.21M
GS
69
GTS Securities
New York
$1.2M +$427K +3,066 +63%
TIAA Trust, National Association
70
TIAA Trust, National Association
North Carolina
$1.11M +$25.8K +185 +3%
NPFS
71
Novak & Powell Financial Services
Florida
$1.11M
MML Investors Services
72
MML Investors Services
Massachusetts
$1.1M +$6.69K +48 +0.7%
BlackRock
73
BlackRock
New York
$1.1M -$41.8K -300 -4%
CFB
74
Cullen/Frost Bankers
Texas
$1.1M +$2.37K +17 +0.2%
National Bank of Canada
75
National Bank of Canada
Quebec, Canada
$1.05M

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.