IYY icon

iShares Dow Jones US ETF

277 hedge funds and large institutions have $642M invested in iShares Dow Jones US ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 66 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.97% more ownership

Funds ownership: 21.9%23.86% (+2%)

10% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 73

Holders
277
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$398K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
101
NewEdge Advisors
Louisiana
$833K
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$822K
NWWA
103
New Wave Wealth Advisors
Arkansas
$796K
GCP
104
Guardian Capital (Pennsylvania)
Pennsylvania
$787K
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$784K
TWC
106
TD Waterhouse Canada
Ontario, Canada
$780K
PFPG
107
Pinnacle Financial Partners (Georgia)
Georgia
$756K
ASN
108
Advisory Services Network
Georgia
$747K
MA
109
Mutual Advisors
Nebraska
$742K
SAW
110
Signal Advisors Wealth
Michigan
$738K
HAG
111
HighPoint Advisor Group
Illinois
$723K
ST
112
Smithfield Trust
Pennsylvania
$722K
DSC
113
Daytona Street Capital
Missouri
$703K
Baird Financial Group
114
Baird Financial Group
Wisconsin
$697K
BA
115
Ballew Advisors
Mississippi
$683K
HIG
116
Heritage Investment Group
Florida
$679K
UCFA
117
United Capital Financial Advisors
Texas
$651K
AWM
118
AE Wealth Management
Kansas
$649K
KPWS
119
Kestra Private Wealth Services
Texas
$638K
SFG
120
Sovereign Financial Group
Connecticut
$624K
SCG
121
Sonata Capital Group
Washington
$624K
SW
122
SkyOak Wealth
Michigan
$618K
EWM
123
Empirical Wealth Management
Washington
$610K
LFG
124
Larson Financial Group
Missouri
$598K
CAM
125
Clark Asset Management
New Hampshire
$587K