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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
CIA
126
Concurrent Investment Advisors
Florida
$506K -$15K -108 -3%
CWM
127
CCG Wealth Management
California
$498K
FPW
128
Fairvoy Private Wealth
Alabama
$497K
CIA
129
Capital Investment Advisors
Georgia
$494K -$2.23K -16 -0.5%
WGC
130
Watts Gwilliam & Co
Arizona
$493K -$10.7K -77 -2%
US Bancorp
131
US Bancorp
Minnesota
$478K +$112K +803 +34%
Jones Financial Companies
132
Jones Financial Companies
Missouri
$477K -$47.8K -343 -10%
RWP
133
RWA Wealth Partners
Massachusetts
$471K
TFCP
134
Twin Focus Capital Partners
Massachusetts
$460K
FA
135
Fiduciary Alliance
South Carolina
$456K +$1.11K +8 +0.3%
WIM
136
Westside Investment Management
California
$448K +$10.4K +75 +3%
FCH
137
Freestone Capital Holdings
Washington
$447K
FDCDDQ
138
Federation des caisses Desjardins du Quebec
Quebec, Canada
$438K +$27.9K +200 +7%
LWP
139
Laurel Wealth Planning
Minnesota
$431K
PWP
140
Private Wealth Partners
California
$425K
LIM
141
Leavell Investment Management
Alabama
$425K
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$420K +$139 +1 +0%
QCM
143
Quantinno Capital Management
New York
$417K
WIA
144
World Investment Advisors
California
$415K +$383K +2,752 New
GVAG
145
Great Valley Advisor Group
Delaware
$412K -$304K -2,179 -44%
WA
146
Wealthstar Advisors
Texas
$411K +$380K +2,726 New
CCA
147
Cobblestone Capital Advisors
New York
$409K +$378K +2,711 New
FPGK
148
Financial Partners Group (Kansas)
Kansas
$409K
MMHP
149
Murphy Middleton Hinkle & Parker
Georgia
$408K
KeyBank National Association
150
KeyBank National Association
Ohio
$402K +$371K +2,666 New

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.