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iShares Dow Jones US ETF

262 hedge funds and large institutions have $583M invested in iShares Dow Jones US ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 71 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

10% more capital invested

Capital invested by funds: $532M → $583M (+$51M)

2% more funds holding

Funds holding: 258262 (+4)

0.46% more ownership

Funds ownership: 21.44%21.9% (+0.46%)

1% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 71

Holders
262
Holders Change
+4
Holders Change %
+1.55%
% of All Funds
3.44%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
21
Increased
70
Reduced
71
Closed
13
Calls
$975K
Puts
Net Calls
+$975K
Net Calls Change
+$311K
Name Holding Trade Value Shares
Change
Change in
Stake
EH
101
Equitable Holdings
New York
$798K -$3.75K -24 -0.5%
MA
102
Mutual Advisors
Nebraska
$797K -$151K -965 -17%
NWWA
103
New Wave Wealth Advisors
Arkansas
$780K -$515K -3,291 -41%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$768K +$16.4K +105 +2%
SF
105
Synovus Financial
Georgia
$740K +$13.5K +86 +2%
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$738K +$256K +1,639 +56%
WS
107
Wedbush Securities
California
$734K +$329K +2,100 +87%
ST
108
Smithfield Trust
Pennsylvania
$708K
EWM
109
Empirical Wealth Management
Washington
$695K
Jones Financial Companies
110
Jones Financial Companies
Missouri
$688K +$169K +1,083 +34%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$683K
BJL
112
Brighton Jones LLC
Washington
$678K +$326K +2,086 +100%
UCFA
113
United Capital Financial Advisors
Texas
$678K -$69.9K -447 -10%
AWM
114
AE Wealth Management
Kansas
$676K -$105K -672 -14%
BA
115
Ballew Advisors
Mississippi
$666K -$40.7K -260 -6%
HIG
116
Heritage Investment Group
Florida
$665K
KPWS
117
Kestra Private Wealth Services
Texas
$658K -$40.8K -261 -6%
SW
118
SkyOak Wealth
Michigan
$632K
SAW
119
Signal Advisors Wealth
Michigan
$612K +$590K +3,768 New
SFG
120
Sovereign Financial Group
Connecticut
$612K
PGAM
121
Princeton Global Asset Management
New Jersey
$585K
LFG
122
Larson Financial Group
Missouri
$584K +$1.09K +7 +0.2%
CAM
123
Clark Asset Management
New Hampshire
$575K +$554K +3,540 New
EAM
124
Evanson Asset Management
California
$555K +$1.41K +9 +0.3%
CWM
125
CCG Wealth Management
California
$537K

IYY Hedge Fund Activity: Q3 2025 in Review

262 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q3 2025, worth a combined $583M — up 9.6% from $532M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IYY positions and 13 closed out — a net gain of 8 holders — while 70 added to existing stakes and 71 trimmed.

The largest buyer was Sharp Financial Services, opening a new position worth an estimated $26M. The largest seller was Siligmueller & Norvid Wealth Advisors, exiting entirely with an estimated $12.7M sold.

  • 262 institutional investors held iShares Dow Jones US ETF (IYY) as of Q3 2025, up from 258 in Q2 2025.
  • Funds reported $583M of iShares Dow Jones US ETF stock for Q3 2025, up 9.6% quarter-over-quarter.
  • 21 funds opened new iShares Dow Jones US ETF positions in Q3 2025 and 13 closed out, a net change of +8 holders.
  • The largest iShares Dow Jones US ETF buyer in Q3 2025 was Sharp Financial Services, an estimated $26M added.
  • The largest iShares Dow Jones US ETF seller in Q3 2025 was Siligmueller & Norvid Wealth Advisors, an estimated $12.7M sold.

Based on aggregated 13F filings for Q3 2025.