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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
IWA
76
IBEX Wealth Advisors
New Jersey
$1.21M +$5.47K +31 +0.5%
NAS
77
NWF Advisory Services
California
$1.19M
CA
78
Cortland Associates
Missouri
$1.19M
Kovitz Investment Group Partners
79
Kovitz Investment Group Partners
Illinois
$1.16M +$2.12K +12 +0.2%
LCGC
80
Legacy Capital Group California
California
$1.16M +$2.29K +13 +0.2%
GG
81
GenWealth Group
New Jersey
$1.15M -$10.2K -58 -0.9%
PAG
82
Private Advisor Group
New Jersey
$1.12M -$3.29M -18,640 -75%
FFS
83
Founders Financial Securities
Maryland
$1.12M -$10.9K -62 -1%
TCIIS
84
TIAA-CREF Individual & Institutional Services
New York
$1.12M -$49.9K -283 -4%
QCM
85
Quantinno Capital Management
New York
$1.11M +$573K +3,246 +114%
EH
86
Equitable Holdings
New York
$1.1M +$60.3K +342 +6%
WA
87
Waverly Advisors
Alabama
$1.09M
CBU
88
CIBC Bancorp USA
Illinois
$1.08M +$8.82K +50 +0.9%
OIA
89
OneDigital Investment Advisors
Kansas
$1.07M -$176 -1 -0%
RSF
90
Rik Saylor Financial
Ohio
$1.06M
BNMT
91
Bawa N Mallick Trust
New York
$1.05M
National Bank of Canada
92
National Bank of Canada
Quebec, Canada
$1.04M
JWCA
93
J.W. Cole Advisors
Florida
$1.03M +$994K +5,635 New
CWM
94
Centric Wealth Management
Illinois
$1.02M
VFG
95
V2 Financial group
Illinois
$1M
Northern Trust
96
Northern Trust
Illinois
$990K -$17.6K -100 -2%
TWC
97
TD Waterhouse Canada
Ontario, Canada
$986K
RWM
98
Riverbend Wealth Management
South Carolina
$984K
CWIG
99
Chung Wu Investment Group
Texas
$952K -$353K -2,000 -28%
PP
100
Patten & Patten
Tennessee
$931K

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.