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iShares Dow Jones US ETF
IYY

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: 278 → 276 (-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: 4 → 2 (-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

Top Buyers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
+$11.7M
2
Bank of America
Bank of America
North Carolina
+$8.89M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$4.83M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.53M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.15M

Top Sellers

Rank Fund Capital Flow
1
SFS
Sharp Financial Services
Pennsylvania
-$29M
2
VIP
Value Investment Professionals
New York
-$5.33M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$2.88M
4
Morgan Stanley
Morgan Stanley
New York
-$2.23M
5
Goldman Sachs
Goldman Sachs
New York
-$2M
Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
76
NWF Advisory Services
California
$1.03M – – –
CA
77
Cortland Associates
Missouri
$1.03M – – –
FFS
78
Founders Financial Securities
Maryland
$1.03M +$331 +2 +0%
CWM
79
Centric Wealth Management
Illinois
$1.02M +$1.32K +8 +0.1%
TCIIS
80
TIAA-CREF Individual & Institutional Services
New York
$1.02M +$1.06M +6,420 New
GG
81
GenWealth Group
New Jersey
$1.01M – – –
Kovitz Investment Group Partners
82
Kovitz Investment Group Partners
Illinois
$1M +$2.32K +14 +0.2%
LCGC
83
Legacy Capital Group California
California
$1M +$2.32K +14 +0.2%
WA
84
Waverly Advisors
Alabama
$951K -$24.8K -150 -2%
EH
85
Equitable Holdings
New York
$939K +$99.3K +600 +12%
CBU
86
CIBC Bancorp USA
Illinois
$931K +$972K +5,874 New
OIA
87
OneDigital Investment Advisors
Kansas
$928K -$1.66K -10 -0.2%
RSF
88
Rik Saylor Financial
Ohio
$926K -$18.7K -113 -2%
BNMT
89
Bawa N Mallick Trust
New York
$911K – – –
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$902K -$33.1K -200 -3%
Northern Trust
91
Northern Trust
Illinois
$876K – – –
VFG
92
V2 Financial group
Illinois
$871K -$49.6K -300 -5%
TWC
93
TD Waterhouse Canada
Ontario, Canada
$865K +$118K +715 +15%
BPWM
94
Badgley Phelps Wealth Managers
Washington
$861K – – –
RWM
95
Riverbend Wealth Management
South Carolina
$856K – – –
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
$841K -$24.5K -148 -3%
PP
97
Patten & Patten
Tennessee
$809K – – –
NFP
98
Narus Financial Partners
Utah
$808K – – –
NA
99
NewEdge Advisors
Louisiana
$805K +$8.94K +54 +1%
NWWA
100
New Wave Wealth Advisors
Arkansas
$761K – – –
2 3
4
5 6

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.