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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
LFG
126
Larson Financial Group
Missouri
$640K -$18.2K -103 -3%
EF
127
Evanson Financial
Virginia
$627K +$607K +3,439 New
BA
128
Ballew Advisors
Mississippi
$616K -$7.06K -40 -1%
CWM
129
CCG Wealth Management
California
$602K
FPW
130
Fairvoy Private Wealth
Alabama
$600K
CIA
131
Capital Investment Advisors
Georgia
$594K +$176 +1 +0%
WS
132
Wedbush Securities
California
$587K
Cerity Partners
133
Cerity Partners
New York
$570K +$551K +3,126 New
CIA
134
Concurrent Investment Advisors
Florida
$569K -$4.23K -24 -0.8%
ASN
135
Advisory Services Network
Georgia
$568K -$12.3K -70 -2%
US Bancorp
136
US Bancorp
Minnesota
$560K
FA
137
Fiduciary Alliance
South Carolina
$556K +$1.06K +6 +0.2%
RWP
138
RWA Wealth Partners
Massachusetts
$555K
FDCDDQ
139
Federation des caisses Desjardins du Quebec
Quebec, Canada
$553K -$401K -2,275 -43%
KWM
140
Kingsview Wealth Management
Oregon
$552K +$179K +1,013 +50%
MMHP
141
Murphy Middleton Hinkle & Parker
Georgia
$547K
GT
142
Glenmede Trust
Pennsylvania
$545K +$528K +2,991 New
GCP
143
Guardian Capital (Pennsylvania)
Pennsylvania
$539K -$182K -1,032 -26%
AWM
144
AE Wealth Management
Kansas
$531K -$84.9K -481 -14%
LWP
145
Laurel Wealth Planning
Minnesota
$520K
LIM
146
Leavell Investment Management
Alabama
$514K
NFG
147
Nations Financial Group
Iowa
$495K +$176 +1 +0%
FPGK
148
Financial Partners Group (Kansas)
Kansas
$494K
SWGC
149
Summit Wealth Group (Colorado)
Colorado
$468K +$882 +5 +0.2%
BWM
150
Bernicke Wealth Management
Wisconsin
$429K

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.