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iShares Dow Jones US ETF

293 hedge funds and large institutions have $698M invested in iShares Dow Jones US ETF in 2026 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 75 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

17% more capital invested

Capital invested by funds: $597M → $698M (+$100M)

5% more funds holding

Funds holding: 278293 (+15)

0.35% more ownership

Funds ownership: 23.06%23.4% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

11% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 75

Holders
293
Holders Change
+15
Holders Change %
+5.4%
% of All Funds
3.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
67
Reduced
75
Closed
9
Calls
$474K
Puts
Net Calls
+$474K
Net Calls Change
+$94K
Name Holding Trade Value Shares
Change
Change in
Stake
BPWM
101
Badgley Phelps Wealth Managers
Washington
$907K -$81.2K -460 -8%
Corient Private Wealth
102
Corient Private Wealth
Florida
$877K +$94.4K +535 +13%
NWWA
103
New Wave Wealth Advisors
Arkansas
$875K
Vontobel Holding
104
Vontobel Holding
Switzerland
$849K +$321K +1,817 +64%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$844K +$176 +1 +0%
WIM
106
Westside Investment Management
California
$832K +$22.1K +125 +3%
NFP
107
Narus Financial Partners
Utah
$820K -$106K -600 -12%
BPA
108
Beacon Pointe Advisors
California
$819K
HAG
109
HighPoint Advisor Group
Illinois
$807K
PFPG
110
Pinnacle Financial Partners (Georgia)
Georgia
$794K -$72.3K -410 -9%
ST
111
Smithfield Trust
Pennsylvania
$793K
DSC
112
Daytona Street Capital
Missouri
$779K
BlackRock
113
BlackRock
New York
$770K +$571K +3,235 +328%
Baird Financial Group
114
Baird Financial Group
Wisconsin
$766K
MA
115
Mutual Advisors
Nebraska
$757K +$529 +3 +0.1%
HIG
116
Heritage Investment Group
Florida
$746K
UCFA
117
United Capital Financial Advisors
Texas
$720K -$2.65K -15 -0.4%
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$713K +$75.5K +428 +12%
TFCP
119
Twin Focus Capital Partners
Massachusetts
$704K
HF
120
HRT Financial
New York
$704K +$682K +3,864 New
SW
121
SkyOak Wealth
Michigan
$680K
EWM
122
Empirical Wealth Management
Washington
$671K
SFG
123
Sovereign Financial Group
Connecticut
$668K -$12.3K -70 -2%
SAW
124
Signal Advisors Wealth
Michigan
$643K +$2.82K +16 +0.5%
IAIM
125
International Assets Investment Management
Florida
$641K +$613K +3,474 +7,391%

IYY Hedge Fund Activity: Q2 2026 in Review

293 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q2 2026, worth a combined $698M — up 17% from $597M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IYY positions and 9 closed out — a net gain of 20 holders — while 67 added to existing stakes and 75 trimmed.

The largest buyer was Ameriprise, adding an estimated $10.9M. The largest seller was Kestra Advisory Services, cutting an estimated $10.2M.

  • 293 institutional investors held iShares Dow Jones US ETF (IYY) as of Q2 2026, up from 278 in Q1 2026.
  • Funds reported $698M of iShares Dow Jones US ETF stock for Q2 2026, up 17% quarter-over-quarter.
  • 29 funds opened new iShares Dow Jones US ETF positions in Q2 2026 and 9 closed out, a net change of +20 holders.
  • The largest iShares Dow Jones US ETF buyer in Q2 2026 was Ameriprise, an estimated $10.9M added.
  • The largest iShares Dow Jones US ETF seller in Q2 2026 was Kestra Advisory Services, an estimated $10.2M sold.

Based on aggregated 13F filings for Q2 2026.