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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
MSR
201
Main Street Research
Connecticut
$229K
Members Trust
202
Members Trust
Florida
$225K
WPC
203
Wedmont Private Capital
Pennsylvania
$224K
FA
204
Fagan Associates
New York
$222K
SA
205
Sanctuary Advisors
Indiana
$219K -$172K -1,037 -43%
DWM
206
Destination Wealth Management
California
$219K
TWP
207
Tyche Wealth Partners
Texas
$216K
AWM
208
Aureum Wealth Management
Florida
$215K -$7.45K -45 -3%
RDWM
209
Red Door Wealth Management
Tennessee
$210K -$827 -5 -0.4%
V
210
VeraBank
Texas
$209K -$20.5K -124 -9%
SCA
211
Snowden Capital Advisors
New York
$200K
PGAM
212
Princeton Global Asset Management
New Jersey
$190K
OSAM
213
O'Shaughnessy Asset Management
Connecticut
$190K -$9.76K -59 -5%
CF
214
Centaurus Financial
California
$189K
SIM
215
Synergy Investment Management
Florida
$182K +$190K +1,150 New
OFG
216
Oxford Financial Group
Indiana
$172K +$331 +2 +0.2%
IA
217
IFP Advisors
Florida
$170K
BlackRock
218
BlackRock
New York
$156K +$496 +3 +0.3%
William Blair & Company
219
William Blair & Company
Illinois
$144K
KFAS
220
Keating Financial Advisory Services
Kansas
$139K
CPA
221
Cardiff Park Advisors
California
$127K
AssetMark Inc
222
AssetMark Inc
California
$124K
IF
223
Integrity Financial
Wyoming
$118K +$165 +1 +0.1%
BCM
224
Boreal Capital Management
Florida
$111K -$234K -1,412 -67%
VAI
225
Vanguard Advisers Inc
Pennsylvania
$107K +$112K +674 New

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.