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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
CWA
176
Clarity Wealth Advisors
California
$304K -$33.4K -202 -10%
PWM
177
Perigon Wealth Management
California
$301K
PS
178
Principal Securities
Iowa
$299K -$1.99K -12 -0.6%
PIP
179
Peachtree Investment Partners
Florida
$295K -$89.8K -543 -23%
MA
180
MBA Advisors
Pennsylvania
$291K +$662 +4 +0.2%
NSAM
181
North Star Asset Management
Wisconsin
$285K
CPSAC
182
Chas P. Smith & Associates (CPS)
Florida
$285K +$298K +1,800 New
UBS AM
183
UBS AM
Illinois
$283K +$296K +1,787 New
HIC
184
Hamrick Investment Counsel
Washington
$280K +$293K +1,769 New
GCWM
185
Guided Capital Wealth Management
Texas
$275K
BL
186
Balentine LLC
Georgia
$273K
GAMC
187
Garner Asset Management Corp
Texas
$269K +$496 +3 +0.2%
AWA
188
Arkadios Wealth Advisors
Georgia
$267K +$331 +2 +0.1%
SHFA
189
SC&H Financial Advisors
Maryland
$259K
GIA
190
Gladstone Institutional Advisory
Florida
$249K +$496 +3 +0.2%
BBA
191
BLB&B Advisors
Pennsylvania
$249K
BFS
192
BridgePort Financial Solutions
Iowa
$245K
GLR
193
Great Lakes Retirement
Ohio
$241K -$662 -4 -0.3%
WA
194
WBH Advisory
Maryland
$239K
LSPW
195
Lake Street Private Wealth
Illinois
$239K -$2.15K -13 -0.9%
GGS
196
Galvin Gaustad & Stein
Arizona
$238K +$662 +4 +0.3%
FCH
197
Freestone Capital Holdings
Washington
$237K
GWM
198
Geneos Wealth Management
Colorado
$234K -$23.5K -142 -9%
WCM
199
Washburn Capital Management
Florida
$230K
SA
200
SRH Advisors
Kansas
$230K

IYY Hedge Fund Activity: Q1 2026 in Review

276 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q1 2026, worth a combined $597M — down 7.1% from $642M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IYY positions and 17 closed out — a net gain of 3 holders — while 64 added to existing stakes and 87 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $11.7M. The largest seller was Sharp Financial Services, exiting entirely with an estimated $29M sold.

  • 276 institutional investors held iShares Dow Jones US ETF (IYY) as of Q1 2026, down from 278 in Q4 2025.
  • Funds reported $597M of iShares Dow Jones US ETF stock for Q1 2026, down 7.1% quarter-over-quarter.
  • 20 funds opened new iShares Dow Jones US ETF positions in Q1 2026 and 17 closed out, a net change of +3 holders.
  • The largest iShares Dow Jones US ETF buyer in Q1 2026 was Kestra Advisory Services, an estimated $11.7M added.
  • The largest iShares Dow Jones US ETF seller in Q1 2026 was Sharp Financial Services, an estimated $29M sold.

Based on aggregated 13F filings for Q1 2026.