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iShares Dow Jones US ETF
IYY

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: 1 → 2 (+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: 252 → 258 (+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

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$6.01M
2
LPL Financial
LPL Financial
California
+$4.96M
3
SFC
Summit Financial Consulting
Michigan
+$2.27M
4
Raymond James Financial
Raymond James Financial
Florida
+$1.93M
5
Belvedere Trading
Belvedere Trading
Illinois
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$5.3M
2
WS
Wedbush Securities
California
-$5.05M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.18M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.14M
5
SNWA
Siligmueller & Norvid Wealth Advisors
Illinois
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
151
Edge Wealth Management
New York
$401K – – –
SOAG
152
Silver Oak Advisory Group
Oregon
$394K – – –
MYIA
153
Mount Yale Investment Advisors
Colorado
$389K +$836 +6 +0.2%
IFG
154
Independent Financial Group
California
$383K -$772K -5,539 -69%
SA
155
Sanctuary Advisors
Indiana
$373K -$4.18K -30 -1%
BHBT
156
Burke & Herbert Bank & Trust
Virginia
$371K – – –
WS
157
Wedbush Securities
California
$365K -$5.05M -36,256 -94%
GWM
158
Geneos Wealth Management
Colorado
$363K -$266K -1,907 -44%
PIP
159
Peachtree Investment Partners
Florida
$360K +$836 +6 +0.3%
AP
160
Aspect Partners
Virginia
$353K – – –
CCWM
161
Cassaday & Co Wealth Management
Virginia
$352K – – –
BCM
162
Boreal Capital Management
Florida
$350K +$323K +2,322 New
PWM
163
Penobscot Wealth Management
Maine
$348K – – –
HHRDM
164
H&H Retirement Design & Management
Nevada
$348K +$316K +2,270 New
MWM
165
Melfa Wealth Management
Massachusetts
$343K – – –
HSWM
166
Hubbell Strickland Wealth Management
Louisiana
$342K +$279 +2 +0.1%
KF
167
KKM Financial
Illinois
$342K -$69.5K -499 -18%
NFG
168
Nations Financial Group
Iowa
$340K +$279 +2 +0.1%
SAM
169
SP Asset Management
California
$338K +$836 +6 +0.3%
WCM
170
Washburn Capital Management
Florida
$338K -$121K -870 -28%
MGIA
171
Moneta Group Investment Advisors
Missouri
$335K – – –
YWM
172
Yoder Wealth Management
California
$330K – – –
EL
173
Essex LLC
Illinois
$327K – – –
CHA
174
Cooper/Haims Advisors
New York
$325K – – –
CWA
175
Clarity Wealth Advisors
California
$320K -$11.1K -80 -4%
5 6
7
8 9

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.