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iShares Dow Jones US ETF

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: 23 (+1)

10% more capital invested

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

2% more funds holding

Funds holding: 258262 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CHA
176
Cooper/Haims Advisors
New York
$332K -$17.1K -109 -5%
WA
177
Wealthstar Advisors
Texas
$324K -$115K -732 -27%
BCM
178
Boreal Capital Management
Florida
$320K -$54.9K -351 -15%
PS
179
Principal Securities
Iowa
$317K +$69.9K +447 +30%
CG
180
Curat Global
New Hampshire
$316K +$77.9K +498 +34%
SCA
181
Sandy Cove Advisors
Massachusetts
$312K
PWM
182
Perigon Wealth Management
California
$309K
NSAM
183
North Star Asset Management
Wisconsin
$292K
WCM
184
Washburn Capital Management
Florida
$284K -$77.4K -495 -22%
GCWM
185
Guided Capital Wealth Management
Texas
$282K
BL
186
Balentine LLC
Georgia
$280K +$270K +1,726 New
GAMC
187
Garner Asset Management Corp
Texas
$275K +$626 +4 +0.2%
WANY
188
Wealthspire Advisors (New York)
New York
$268K -$44.9K -287 -15%
ODIJL
189
One Day In July LLC
Vermont
$268K
SHFA
190
SC&H Financial Advisors
Maryland
$266K
LSPW
191
Lake Street Private Wealth
Illinois
$259K -$3.13K -20 -1%
GIA
192
Gladstone Institutional Advisory
Florida
$255K -$17.2K -110 -7%
BBA
193
BLB&B Advisors
Pennsylvania
$255K
BFS
194
BridgePort Financial Solutions
Iowa
$251K
GLR
195
Great Lakes Retirement
Ohio
$251K -$3.13K -20 -1%
MA
196
MBA Advisors
Pennsylvania
$246K +$237K +1,516 New
CIC
197
Carnegie Investment Counsel
Ohio
$246K +$237K +1,515 New
PA
198
Procyon Advisors
Connecticut
$246K -$62.6K -400 -21%
WA
199
WBH Advisory
Maryland
$244K
SA
200
SRH Advisors
Kansas
$236K

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.