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iShares Dow Jones US ETF

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: 12 (+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: 252258 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LFGO
176
Legacy Financial Group (Oklahoma)
Oklahoma
$319K
PS
177
Planned Solutions
California
$318K
KWM
178
Kingsview Wealth Management
Oregon
$317K -$3.62K -26 -1%
BJL
179
Brighton Jones LLC
Washington
$315K
C
180
Certuity
Florida
$310K
WANY
181
Wealthspire Advisors (New York)
New York
$293K +$7.24K +52 +3%
SCA
182
Sandy Cove Advisors
Massachusetts
$290K
PA
183
Procyon Advisors
Connecticut
$288K
PWM
184
Perigon Wealth Management
California
$287K
BPA
185
Beacon Pointe Advisors
California
$285K -$27.9K -200 -10%
NSAM
186
North Star Asset Management
Wisconsin
$272K
GCWM
187
Guided Capital Wealth Management
Texas
$262K
AAS
188
Avantax Advisory Services
Texas
$259K +$279 +2 +0.1%
GAMC
189
Garner Asset Management Corp
Texas
$255K +$418 +3 +0.2%
GIA
190
Gladstone Institutional Advisory
Florida
$254K +$5.01K +36 +2%
ODIJL
191
One Day In July LLC
Vermont
$249K
SHFA
192
SC&H Financial Advisors
Maryland
$247K
TWP
193
Tyche Wealth Partners
Texas
$244K +$6.27K +45 +3%
LSPW
194
Lake Street Private Wealth
Illinois
$243K -$11.1K -80 -5%
BBA
195
BLB&B Advisors
Pennsylvania
$237K
GLR
196
Great Lakes Retirement
Ohio
$236K -$115K -828 -35%
CF
197
Centaurus Financial
California
$235K +$4.18K +30 +2%
BFS
198
BridgePort Financial Solutions
Iowa
$233K +$215K +1,545 New
PS
199
Principal Securities
Iowa
$227K -$89.8K -645 -30%
WA
200
WBH Advisory
Maryland
$226K

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.