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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
SPIA
51
Steward Partners Investment Advisory
New York
$2.78M -$54.2K -307 -2%
CBA
52
Coastal Bridge Advisors
Connecticut
$2.66M -$126K -715 -5%
HighTower Advisors
53
HighTower Advisors
Illinois
$2.64M +$35.3K +200 +1%
FF
54
Finley Financial
Nevada
$2.56M -$176K -1,000 -7%
Brown Advisory
55
Brown Advisory
Maryland
$2.33M +$668K +3,784 +42%
SWA
56
Stratos Wealth Advisors
Ohio
$2.31M -$93K -527 -4%
GWS
57
Greykasell Wealth Strategies
California
$2.22M -$8.82K -50 -0.4%
SIA
58
Sage Investment Advisers
New York
$2.21M +$2.82K +16 +0.1%
Mariner
59
Mariner
Kansas
$2.16M -$282K -1,598 -12%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$1.97M +$615K +3,487 +46%
MAWCM
61
Mine & Arao Wealth Creation & Management
California
$1.93M -$9.17K -52 -0.5%
TNB
62
Thomasville National Bank
Georgia
$1.88M +$1.82M +10,335 New
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$1.83M +$353 +2 +0%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$1.82M -$64.2K -364 -4%
KFP
65
Kerr Financial Planning
California
$1.78M -$4.41K -25 -0.3%
KWM
66
Kaydan Wealth Management
Michigan
$1.69M
IWM
67
IHT Wealth Management
Illinois
$1.67M -$3K -17 -0.2%
KLI
68
Kelman-Lazarov Inc
Tennessee
$1.61M -$2.12K -12 -0.1%
FFA
69
Farther Finance Advisors
California
$1.57M -$13.2K -75 -0.9%
MML Investors Services
70
MML Investors Services
Massachusetts
$1.54M +$57.7K +327 +4%
Fayez Sarofim & Co
71
Fayez Sarofim & Co
Texas
$1.46M
CFB
72
Cullen/Frost Bankers
Texas
$1.34M +$2.47K +14 +0.2%
NPFS
73
Novak & Powell Financial Services
Florida
$1.34M
MC
74
Mathes Company
New York
$1.26M
CAM
75
Clark Asset Management
New Hampshire
$1.26M +$593K +3,360 +95%

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.