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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
HHRDM
176
H&H Retirement Design & Management
Nevada
$356K
CG
177
Curat Global
New Hampshire
$355K -$132K -750 -39%
CHA
178
Cooper/Haims Advisors
New York
$351K
SCA
179
Sandy Cove Advisors
Massachusetts
$350K
CWA
180
Clarity Wealth Advisors
California
$349K
PS
181
Principal Securities
Iowa
$346K +$1.41K +8 +0.4%
PIP
182
Peachtree Investment Partners
Florida
$340K +$706 +4 +0.2%
MA
183
MBA Advisors
Pennsylvania
$335K +$529 +3 +0.2%
EWM
184
Edge Wealth Management
New York
$333K -$27.3K -155 -8%
NSAM
185
North Star Asset Management
Wisconsin
$328K
PWM
186
Perigon Wealth Management
California
$326K -$19.4K -110 -6%
UBS AM
187
UBS AM
Illinois
$326K
IFG
188
Independent Financial Group
California
$325K -$39.7K -225 -11%
GCWM
189
Guided Capital Wealth Management
Texas
$317K
BL
190
Balentine LLC
Georgia
$315K
GAMC
191
Garner Asset Management Corp
Texas
$310K +$529 +3 +0.2%
AWA
192
Arkadios Wealth Advisors
Georgia
$308K +$176 +1 +0.1%
HW
193
Hancock Whitney
Mississippi
$304K +$294K +1,668 New
SHFA
194
SC&H Financial Advisors
Maryland
$298K
NA
195
NewEdge Advisors
Louisiana
$294K -$611K -3,465 -68%
GIA
196
Gladstone Institutional Advisory
Florida
$287K
BFS
197
BridgePort Financial Solutions
Iowa
$282K
BBA
198
BLB&B Advisors
Pennsylvania
$277K -$8.82K -50 -3%
LSPW
199
Lake Street Private Wealth
Illinois
$275K
GGS
200
Galvin Gaustad & Stein
Arizona
$274K +$529 +3 +0.2%

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.