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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
WANY
151
Wealthspire Advisors (New York)
New York
$427K -$78K -442 -16%
AP
152
Aspect Partners
Virginia
$427K
SOAG
153
Silver Oak Advisory Group
Oregon
$426K
CCWM
154
Cassaday & Co Wealth Management
Virginia
$425K
PWM
155
Penobscot Wealth Management
Maine
$421K
P
156
&Partners
Tennessee
$419K
HSWM
157
Hubbell Strickland Wealth Management
Louisiana
$415K +$176 +1 +0%
SCG
158
Sonata Capital Group
Washington
$413K
SAM
159
SP Asset Management
California
$412K +$706 +4 +0.2%
MGIA
160
Moneta Group Investment Advisors
Missouri
$404K
MWM
161
Melfa Wealth Management
Massachusetts
$404K -$6.35K -36 -2%
GVAG
162
Great Valley Advisor Group
Delaware
$404K -$68.3K -387 -15%
PWP
163
Private Wealth Partners
California
$401K -$109K -620 -22%
YWM
164
Yoder Wealth Management
California
$399K
HI
165
Harbour Investments
Wisconsin
$399K +$706 +4 +0.2%
EL
166
Essex LLC
Illinois
$396K
BHBT
167
Burke & Herbert Bank & Trust
Virginia
$394K
LFGO
168
Legacy Financial Group (Oklahoma)
Oklahoma
$385K
PS
169
Planned Solutions
California
$384K
BJL
170
Brighton Jones LLC
Washington
$380K
WA
171
Wealthstar Advisors
Texas
$378K +$23.8K +135 +7%
C
172
Certuity
Florida
$375K
KFA
173
Kapstone Financial Advisors
Ohio
$374K
AF
174
Allworth Financial
California
$365K +$1.24K +7 +0.4%
IP
175
Indivisible Partners
Florida
$356K +$345K +1,954 New

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.