IYY icon

iShares Dow Jones US ETF

270 hedge funds and large institutions have $638M invested in iShares Dow Jones US ETF in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.86% more ownership

Funds ownership: 21.85%23.71% (+1.9%)

12% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 74

Holders
270
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$398K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GG
76
GenWealth Group
New Jersey
$1.07M
Jones Financial Companies
77
Jones Financial Companies
Missouri
$1.05M
Kovitz Investment Group Partners
78
Kovitz Investment Group Partners
Illinois
$1.05M
LCGC
79
Legacy Capital Group California
California
$1.05M
FFS
80
Founders Financial Securities
Maryland
$1.03M
WA
81
Waverly Advisors
Alabama
$1.02M
CWM
82
Centric Wealth Management
Illinois
$988K
RSF
83
Rik Saylor Financial
Ohio
$988K
National Bank of Canada
84
National Bank of Canada
Quebec, Canada
$978K
OIA
85
OneDigital Investment Advisors
Kansas
$973K
VFG
86
V2 Financial group
Illinois
$962K
Northern Trust
87
Northern Trust
Illinois
$917K
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$905K
AFG
89
Atomi Financial Group
New York
$902K
BPWM
90
Badgley Phelps Wealth Managers
Washington
$901K
RWM
91
Riverbend Wealth Management
South Carolina
$895K
CWIG
92
Chung Wu Investment Group
Texas
$866K
FFA
93
Farther Finance Advisors
California
$862K
JWCA
94
J.W. Cole Advisors
Florida
$848K
PP
95
Patten & Patten
Tennessee
$847K
NFP
96
Narus Financial Partners
Utah
$846K
EH
97
Equitable Holdings
New York
$840K
NA
98
NewEdge Advisors
Louisiana
$833K
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$822K
NWWA
100
New Wave Wealth Advisors
Arkansas
$796K