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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
IWA
76
IBEX Wealth Advisors
New Jersey
$1M +$927K +6,654 New
DC
77
Davenport & Co
Virginia
$1M -$46K -330 -5%
NAS
78
NWF Advisory Services
California
$985K
CA
79
Cortland Associates
Missouri
$981K
JP Morgan Chase
80
JP Morgan Chase
New York
$965K +$104K +745 +13%
CIBC Private Wealth Group
81
CIBC Private Wealth Group
Georgia
$958K +$10.7K +77 +1%
FFS
82
Founders Financial Securities
Maryland
$956K +$19.1K +137 +2%
RSF
83
Rik Saylor Financial
Ohio
$928K -$1.25K -9 -0.1%
CWM
84
Centric Wealth Management
Illinois
$924K -$56.1K -403 -6%
JWCA
85
J.W. Cole Advisors
Florida
$920K +$43.6K +313 +5%
MA
86
Mutual Advisors
Nebraska
$906K -$155K -1,110 -16%
BTWM
87
Brass Tax Wealth Management
Ohio
$905K
GG
88
GenWealth Group
New Jersey
$903K -$76.6K -550 -8%
Northern Trust
89
Northern Trust
Illinois
$898K +$117K +843 +17%
OIA
90
OneDigital Investment Advisors
Kansas
$885K -$43.9K -315 -5%
VFG
91
V2 Financial group
Illinois
$875K
BNMT
92
Bawa N Mallick Trust
New York
$868K
SCG
93
Sonata Capital Group
Washington
$837K
BPWM
94
Badgley Phelps Wealth Managers
Washington
$820K
RWM
95
Riverbend Wealth Management
South Carolina
$815K
FFA
96
Farther Finance Advisors
California
$805K -$41.6K -299 -5%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$796K -$22.6K -162 -3%
CWIG
98
Chung Wu Investment Group
Texas
$791K -$157K -1,130 -18%
NFP
99
Narus Financial Partners
Utah
$769K
TWC
100
TD Waterhouse Canada
Ontario, Canada
$754K

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.