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
EAM
126
Evanson Asset Management
California
$568K
WANY
127
Wealthspire Advisors (New York)
New York
$565K
CIA
128
Capital Investment Advisors
Georgia
$560K
CWM
129
CCG Wealth Management
California
$548K
FPW
130
Fairvoy Private Wealth
Alabama
$546K
WIM
131
Westside Investment Management
California
$538K
WS
132
Wedbush Securities
California
$534K
CIA
133
Concurrent Investment Advisors
Florida
$533K
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$522K
US Bancorp
135
US Bancorp
Minnesota
$519K
TFCP
136
Twin Focus Capital Partners
Massachusetts
$506K
RWP
137
RWA Wealth Partners
Massachusetts
$505K
FA
138
Fiduciary Alliance
South Carolina
$503K
QCM
139
Quantinno Capital Management
New York
$495K
LWP
140
Laurel Wealth Planning
Minnesota
$473K
PWP
141
Private Wealth Partners
California
$468K
LIM
142
Leavell Investment Management
Alabama
$467K
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$459K
FPGK
144
Financial Partners Group (Kansas)
Kansas
$456K
NFG
145
Nations Financial Group
Iowa
$450K
GVAG
146
Great Valley Advisor Group
Delaware
$434K
KeyBank National Association
147
KeyBank National Association
Ohio
$431K
IFG
148
Independent Financial Group
California
$422K
SA
149
Sanctuary Advisors
Indiana
$401K
SOAG
150
Silver Oak Advisory Group
Oregon
$400K