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iShares Dow Jones US ETF
IYY

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: 2 → 3 (+1)

10% more capital invested

Capital invested by funds: $532M → $583M (+$51M)

2% more funds holding

Funds holding: 258 → 262 (+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

Top Buyers

Rank Fund Capital Flow
1
SFS
Sharp Financial Services
Pennsylvania
+$26M
2
Goldman Sachs
Goldman Sachs
New York
+$2.97M
3
ECA
Elevation Capital Advisory
Oregon
+$2.82M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.79M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$1.18M

Top Sellers

Rank Fund Capital Flow
1
SNWA
Siligmueller & Norvid Wealth Advisors
Illinois
-$12.7M
2
Ameriprise
Ameriprise
Minnesota
-$5.64M
3
DCA
DSG Capital Advisors
Minnesota
-$3.74M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.35M
5
SFC
Summit Financial Consulting
Michigan
-$2.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
SOAG
151
Silver Oak Advisory Group
Oregon
$412K -$12K -77 -3%
EWM
152
Edge Wealth Management
New York
$403K -$26.6K -170 -6%
BHBT
153
Burke & Herbert Bank & Trust
Virginia
$400K – – –
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$392K +$377K +2,412 New
GWM
155
Geneos Wealth Management
Colorado
$391K – – –
SA
156
Sanctuary Advisors
Indiana
$391K -$11.1K -71 -3%
PIP
157
Peachtree Investment Partners
Florida
$389K +$939 +6 +0.3%
AP
158
Aspect Partners
Virginia
$381K – – –
CCWM
159
Cassaday & Co Wealth Management
Virginia
$379K – – –
HHRDM
160
H&H Retirement Design & Management
Nevada
$377K – – –
PWM
161
Penobscot Wealth Management
Maine
$375K – – –
KF
162
KKM Financial
Illinois
$369K +$782 +5 +0.2%
HSWM
163
Hubbell Strickland Wealth Management
Louisiana
$369K +$313 +2 +0.1%
MWM
164
Melfa Wealth Management
Massachusetts
$369K – – –
NFG
165
Nations Financial Group
Iowa
$367K +$156 +1 +0%
SAM
166
SP Asset Management
California
$365K +$782 +5 +0.2%
MGIA
167
Moneta Group Investment Advisors
Missouri
$360K – – –
YWM
168
Yoder Wealth Management
California
$356K – – –
EL
169
Essex LLC
Illinois
$353K – – –
CWA
170
Clarity Wealth Advisors
California
$344K – – –
LFGO
171
Legacy Financial Group (Oklahoma)
Oklahoma
$343K – – –
AF
172
Allworth Financial
California
$343K +$246K +1,572 +292%
PS
173
Planned Solutions
California
$342K – – –
C
174
Certuity
Florida
$334K – – –
KWM
175
Kingsview Wealth Management
Oregon
$334K -$7.04K -45 -2%
5 6
7
8 9

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.