We are live on ! Find out more
IYY icon

iShares Dow Jones US ETF

276 hedge funds and large institutions have $597M invested in iShares Dow Jones US ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

1% less funds holding

Funds holding: 278276 (-2)

0.84% less ownership

Funds ownership: 23.86%23.03% (-0.84%)

7% less capital invested

Capital invested by funds: $642M → $597M (-$45.9M)

26% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 87

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
276
Holders Change
-2
Holders Change %
-0.72%
% of All Funds
3.4%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
64
Reduced
87
Closed
17
Calls
$380K
Puts
Net Calls
+$380K
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
CCG Wealth Management
California
$523K
FPW
127
Fairvoy Private Wealth
Alabama
$522K
FA
128
Fiduciary Alliance
South Carolina
$518K +$1.16K +7 +0.2%
CIA
129
Capital Investment Advisors
Georgia
$517K -$19.4K -117 -3%
WS
130
Wedbush Securities
California
$510K
ASN
131
Advisory Services Network
Georgia
$504K -$218K -1,320 -29%
CIA
132
Concurrent Investment Advisors
Florida
$498K -$11.6K -70 -2%
US Bancorp
133
US Bancorp
Minnesota
$487K -$9.27K -56 -2%
RWP
134
RWA Wealth Partners
Massachusetts
$482K
MMHP
135
Murphy Middleton Hinkle & Parker
Georgia
$475K -$1.28M -7,743 -72%
CAM
136
Cresset Asset Management
Illinois
$461K +$482K +2,912 New
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$457K +$19.5K +118 +4%
LWP
138
Laurel Wealth Planning
Minnesota
$452K
Vontobel Holding
139
Vontobel Holding
Switzerland
$450K +$470K +2,838 New
QCM
140
Quantinno Capital Management
New York
$449K -$24.8K -150 -5%
PWP
141
Private Wealth Partners
California
$447K
LIM
142
Leavell Investment Management
Alabama
$447K
WANY
143
Wealthspire Advisors (New York)
New York
$441K -$102K -619 -18%
NFG
144
Nations Financial Group
Iowa
$430K +$331 +2 +0.1%
FPGK
145
Financial Partners Group (Kansas)
Kansas
$430K
GVAG
146
Great Valley Advisor Group
Delaware
$412K -$2.48K -15 -0.6%
SWGC
147
Summit Wealth Group (Colorado)
Colorado
$406K +$424K +2,560 New
AP
148
Aspect Partners
Virginia
$371K
SOAG
149
Silver Oak Advisory Group
Oregon
$370K -$12.7K -77 -3%
CCWM
150
Cassaday & Co Wealth Management
Virginia
$369K