IYY icon

iShares Dow Jones US ETF

255 hedge funds and large institutions have $536M invested in iShares Dow Jones US ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 249255 (+6)

3% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 68

0.24% less ownership

Funds ownership: 21.86%21.62% (-0.24%)

Holders
255
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$679K
Puts
$15K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Congress Wealth Management
Massachusetts
$732K
AWM
102
AE Wealth Management
Kansas
$729K
ASN
103
Advisory Services Network
Georgia
$700K
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$697K
UCFA
105
United Capital Financial Advisors
Texas
$697K
OAS
106
Optivise Advisory Services
Tennessee
$695K
SF
107
Synovus Financial
Georgia
$674K
BA
108
Ballew Advisors
Mississippi
$669K
ST
109
Smithfield Trust
Pennsylvania
$656K
KPWS
110
Kestra Private Wealth Services
Texas
$650K
EWM
111
Empirical Wealth Management
Washington
$646K
Baird Financial Group
112
Baird Financial Group
Wisconsin
$634K
Corient Private Wealth
113
Corient Private Wealth
Florida
$628K
HIG
114
Heritage Investment Group
Florida
$618K
AQR Capital Management
115
AQR Capital Management
Connecticut
$610K
NA
116
NewEdge Advisors
Louisiana
$609K
SW
117
SkyOak Wealth
Michigan
$587K
TRCT
118
Tower Research Capital (TRC)
New York
$575K
AAS
119
Ameritas Advisory Services
Nebraska
$575K
SFG
120
Sovereign Financial Group
Connecticut
$568K
SS
121
Sunbelt Securities
Texas
$546K
PGAM
122
Princeton Global Asset Management
New Jersey
$543K
LFG
123
Larson Financial Group
Missouri
$541K
EAM
124
Evanson Asset Management
California
$514K
CIA
125
Concurrent Investment Advisors
Florida
$506K