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iShares Dow Jones US ETF

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: 278276 (-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: 42 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
PFPG
101
Pinnacle Financial Partners (Georgia)
Georgia
$755K +$33.9K +205 +4%
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$734K -$16.2K -98 -2%
BPA
103
Beacon Pointe Advisors
California
$712K +$744K +4,495 New
WIM
104
Westside Investment Management
California
$704K +$198K +1,195 +37%
HAG
105
HighPoint Advisor Group
Illinois
$702K +$11.4K +69 +2%
ST
106
Smithfield Trust
Pennsylvania
$690K
DSC
107
Daytona Street Capital
Missouri
$680K
Corient Private Wealth
108
Corient Private Wealth
Florida
$678K -$508K -3,072 -42%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$666K
MA
110
Mutual Advisors
Nebraska
$658K -$53.6K -324 -7%
HIG
111
Heritage Investment Group
Florida
$649K
GCP
112
Guardian Capital (Pennsylvania)
Pennsylvania
$632K -$125K -756 -16%
UCFA
113
United Capital Financial Advisors
Texas
$628K +$6.45K +39 +1%
TFCP
114
Twin Focus Capital Partners
Massachusetts
$612K +$135K +815 +27%
KPWS
115
Kestra Private Wealth Services
Texas
$609K -$496 -3 -0.1%
SFG
116
Sovereign Financial Group
Connecticut
$591K -$5.63K -34 -0.9%
SW
117
SkyOak Wealth
Michigan
$591K
EWM
118
Empirical Wealth Management
Washington
$583K
LFG
119
Larson Financial Group
Missouri
$572K +$1.32K +8 +0.2%
BA
120
Ballew Advisors
Mississippi
$568K -$101K -610 -15%
CAM
121
Clark Asset Management
New Hampshire
$561K
SAW
122
Signal Advisors Wealth
Michigan
$557K -$155K -939 -21%
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$552K +$55.6K +336 +11%
EAM
124
Evanson Asset Management
California
$544K +$1.16K +7 +0.2%
AWM
125
AE Wealth Management
Kansas
$538K -$86K -520 -13%

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.