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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
EH
101
Equitable Holdings
New York
$745K +$204K +1,468 +42%
CWM
102
Congress Wealth Management
Massachusetts
$732K +$139 +1 +0%
AWM
103
AE Wealth Management
Kansas
$729K -$36.8K -264 -5%
ASN
104
Advisory Services Network
Georgia
$700K +$52.1K +374 +9%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$697K +$8.64K +62 +1%
UCFA
106
United Capital Financial Advisors
Texas
$697K -$3.48K -25 -0.5%
OAS
107
Optivise Advisory Services
Tennessee
$695K -$139 -1 -0%
SF
108
Synovus Financial
Georgia
$674K +$836 +6 +0.1%
BA
109
Ballew Advisors
Mississippi
$669K -$50.1K -360 -8%
ST
110
Smithfield Trust
Pennsylvania
$656K
KPWS
111
Kestra Private Wealth Services
Texas
$650K +$4.32K +31 +0.7%
EWM
112
Empirical Wealth Management
Washington
$646K +$69.6K +500 +13%
Baird Financial Group
113
Baird Financial Group
Wisconsin
$634K +$75.6K +543 +15%
Corient Private Wealth
114
Corient Private Wealth
Florida
$628K +$1.95K +14 +0.3%
HIG
115
Heritage Investment Group
Florida
$618K
AQR Capital Management
116
AQR Capital Management
Connecticut
$610K +$1.39K +10 +0.2%
NA
117
NewEdge Advisors
Louisiana
$609K -$229K -1,644 -29%
SW
118
SkyOak Wealth
Michigan
$587K +$219K +1,575 +68%
TRCT
119
Tower Research Capital (TRC)
New York
$575K -$192K -1,380 -27%
AAS
120
Ameritas Advisory Services
Nebraska
$575K +$531K +3,809 New
SFG
121
Sovereign Financial Group
Connecticut
$568K -$29K -208 -5%
SS
122
Sunbelt Securities
Texas
$546K +$497K +3,568 +1,427%
PGAM
123
Princeton Global Asset Management
New Jersey
$543K
LFG
124
Larson Financial Group
Missouri
$541K +$1.11K +8 +0.2%
EAM
125
Evanson Asset Management
California
$514K +$1.11K +8 +0.2%

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.