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iShares Dow Jones US ETF
IYY

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: 2 → 3 (+1)

10% more capital invested

Capital invested by funds: $532M → $583M (+$51M)

2% more funds holding

Funds holding: 258 → 262 (+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

Top Buyers

Rank Fund Capital Flow
1
SFS
Sharp Financial Services
Pennsylvania
+$26M
2
Goldman Sachs
Goldman Sachs
New York
+$2.97M
3
ECA
Elevation Capital Advisory
Oregon
+$2.82M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.79M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$1.18M

Top Sellers

Rank Fund Capital Flow
1
SNWA
Siligmueller & Norvid Wealth Advisors
Illinois
-$12.7M
2
Ameriprise
Ameriprise
Minnesota
-$5.64M
3
DCA
DSG Capital Advisors
Minnesota
-$3.74M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.35M
5
SFC
Summit Financial Consulting
Michigan
-$2.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
76
IBEX Wealth Advisors
New Jersey
$1.07M -$7.98K -51 -0.8%
NAS
77
NWF Advisory Services
California
$1.06M – – –
CA
78
Cortland Associates
Missouri
$1.06M – – –
GG
79
GenWealth Group
New Jersey
$1.03M +$60.1K +384 +6%
FFS
80
Founders Financial Securities
Maryland
$1.02M -$12.4K -79 -1%
RSF
81
Rik Saylor Financial
Ohio
$998K -$1.88K -12 -0.2%
JWCA
82
J.W. Cole Advisors
Florida
$991K +$939 +6 +0.1%
BTWM
83
Brass Tax Wealth Management
Ohio
$975K – – –
CWM
84
Centric Wealth Management
Illinois
$970K -$17.2K -110 -2%
SCG
85
Sonata Capital Group
Washington
$954K +$50.8K +325 +6%
OIA
86
OneDigital Investment Advisors
Kansas
$953K +$156 +1 +0%
Northern Trust
87
Northern Trust
Illinois
$949K -$17.2K -110 -2%
VFG
88
V2 Financial group
Illinois
$942K – – –
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$937K -$705K -4,503 -44%
BNMT
90
Bawa N Mallick Trust
New York
$934K – – –
NA
91
NewEdge Advisors
Louisiana
$906K +$241K +1,542 +38%
AFG
92
Atomi Financial Group
New York
$884K +$851K +5,440 New
BPWM
93
Badgley Phelps Wealth Managers
Washington
$883K – – –
RWM
94
Riverbend Wealth Management
South Carolina
$877K – – –
FFA
95
Farther Finance Advisors
California
$867K – – –
ASN
96
Advisory Services Network
Georgia
$851K +$110K +705 +16%
CWIG
97
Chung Wu Investment Group
Texas
$848K -$3.13K -20 -0.4%
PP
98
Patten & Patten
Tennessee
$830K +$799K +5,107 New
NFP
99
Narus Financial Partners
Utah
$829K – – –
TWC
100
TD Waterhouse Canada
Ontario, Canada
$807K -$8.14K -52 -1%
2 3
4
5 6

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.