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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
GWS
51
Greykasell Wealth Strategies
California
$2.09M -$1.27M -8,095 -39%
Mariner
52
Mariner
Kansas
$2.05M -$18K -115 -0.9%
AQR Capital Management
53
AQR Capital Management
Connecticut
$1.88M +$1.18M +7,532 +186%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$1.88M +$59K +377 +3%
MAWCM
55
Mine & Arao Wealth Creation & Management
California
$1.75M -$18.1K -116 -1%
TNB
56
Thomasville National Bank
Georgia
$1.74M -$20.5K -131 -1%
SPC
57
Sigma Planning Corp
Michigan
$1.72M +$53.8K +344 +3%
NC
58
NewSquare Capital
Pennsylvania
$1.69M +$111K +709 +7%
IWM
59
IHT Wealth Management
Illinois
$1.51M +$626 +4 +0%
SMA
60
Seven Mile Advisory
New Jersey
$1.51M
KWM
61
Kaydan Wealth Management
Michigan
$1.51M +$1.88K +12 +0.1%
Belvedere Trading
62
Belvedere Trading
Illinois
$1.49M -$288K -1,839 -17%
Brown Advisory
63
Brown Advisory
Maryland
$1.46M
MC
64
Mathes Company
New York
$1.45M
KLI
65
Kelman-Lazarov Inc
Tennessee
$1.44M
Fayez Sarofim & Co
66
Fayez Sarofim & Co
Texas
$1.3M
TIAA Trust, National Association
67
TIAA Trust, National Association
North Carolina
$1.28M +$77.9K +498 +7%
KFP
68
Kerr Financial Planning
California
$1.22M +$1.17M +7,459 New
NPFS
69
Novak & Powell Financial Services
Florida
$1.19M
DC
70
Davenport & Co
Virginia
$1.19M +$107K +685 +10%
CFB
71
Cullen/Frost Bankers
Texas
$1.19M +$2.82K +18 +0.2%
MML Investors Services
72
MML Investors Services
Massachusetts
$1.19M -$1.72K -11 -0.2%
BlackRock
73
BlackRock
New York
$1.14M -$46.9K -300 -4%
National Bank of Canada
74
National Bank of Canada
Quebec, Canada
$1.14M +$1.56K +10 +0.1%
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$1.13M +$90.4K +578 +9%

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.