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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
FPW
126
Fairvoy Private Wealth
Alabama
$535K
CIA
127
Concurrent Investment Advisors
Florida
$533K -$11.3K -72 -2%
CIA
128
Capital Investment Advisors
Georgia
$533K +$313 +2 +0.1%
TRCT
129
Tower Research Capital (TRC)
New York
$522K -$93.9K -600 -16%
US Bancorp
130
US Bancorp
Minnesota
$514K
FCH
131
Freestone Capital Holdings
Washington
$513K +$31.3K +200 +7%
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$510K -$334K -2,134 -40%
Corient Private Wealth
133
Corient Private Wealth
Florida
$507K -$163K -1,041 -25%
WGC
134
Watts Gwilliam & Co
Arizona
$497K +$626 +4 +0.1%
TFCP
135
Twin Focus Capital Partners
Massachusetts
$495K
FA
136
Fiduciary Alliance
South Carolina
$492K +$1.09K +7 +0.2%
RWP
137
RWA Wealth Partners
Massachusetts
$489K -$17.5K -112 -4%
MMHP
138
Murphy Middleton Hinkle & Parker
Georgia
$487K
KeyBank National Association
139
KeyBank National Association
Ohio
$484K +$48.5K +310 +12%
WIM
140
Westside Investment Management
California
$483K
LWP
141
Laurel Wealth Planning
Minnesota
$464K
PWP
142
Private Wealth Partners
California
$458K
LIM
143
Leavell Investment Management
Alabama
$458K
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$452K
QCM
145
Quantinno Capital Management
New York
$449K
WIA
146
World Investment Advisors
California
$441K -$5.63K -36 -1%
VAS
147
Vestmark Advisory Solutions
Massachusetts
$441K +$425K +2,716 New
FPGK
148
Financial Partners Group (Kansas)
Kansas
$440K
GVAG
149
Great Valley Advisor Group
Delaware
$436K -$7.82K -50 -2%
IFG
150
Independent Financial Group
California
$413K +$939 +6 +0.2%

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.