IYY icon

iShares Dow Jones US ETF

249 hedge funds and large institutions have $479M invested in iShares Dow Jones US ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

27% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 78

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
249
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$776K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.74M
2 +$2.31M
3 +$1.86M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.74M
5
Goldman Sachs
Goldman Sachs
New York
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
176
Sandy Cove Advisors
Massachusetts
$262K
FWM
177
Foguth Wealth Management
Michigan
$261K
PA
178
Procyon Advisors
Connecticut
$260K
PWM
179
Perigon Wealth Management
California
$259K
WANY
180
Wealthspire Advisors (New York)
New York
$257K
NSAM
181
North Star Asset Management
Wisconsin
$245K
AIM
182
Aspen Investment Management
Michigan
$239K
GCWM
183
Guided Capital Wealth Management
Texas
$237K
AAS
184
Avantax Advisory Services
Texas
$233K
LSPW
185
Lake Street Private Wealth
Illinois
$230K
GAMC
186
Garner Asset Management Corp
Texas
$229K
ODIJL
187
One Day In July LLC
Vermont
$225K
GIA
188
Gladstone Institutional Advisory
Florida
$224K
IA
189
Integrity Alliance
Iowa
$223K
SHFA
190
SC&H Financial Advisors
Maryland
$223K
NA
191
Nottingham Advisors
New York
$214K
TWP
192
Tyche Wealth Partners
Texas
$214K
BBA
193
BLB&B Advisors
Pennsylvania
$214K
CF
194
Centaurus Financial
California
$208K
WA
195
WBH Advisory
Maryland
$204K
SA
196
SRH Advisors
Kansas
$197K
OSAM
197
O'Shaughnessy Asset Management
Connecticut
$171K
SIM
198
Synergy Investment Management
Florida
$157K
WTC
199
WhitTier Trust Company
Nevada
$153K
OFG
200
Oxford Financial Group
Indiana
$146K