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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
SA
201
SRH Advisors
Kansas
$219K
CG
202
Curat Global
New Hampshire
$219K +$55.7K +400 +38%
MSR
203
Main Street Research
Connecticut
$218K +$201K +1,446 New
V
204
VeraBank
Texas
$218K +$201K +1,446 New
Members Trust
205
Members Trust
Florida
$214K -$198K -1,420 -50%
AWE
206
Avidian Wealth Enterprises
Texas
$213K +$197K +1,412 New
RDWM
207
Red Door Wealth Management
Tennessee
$212K +$195K +1,403 New
FA
208
Fagan Associates
New York
$211K +$195K +1,400 New
GRP
209
Global Retirement Partners
California
$209K +$193K +1,385 New
DWM
210
Destination Wealth Management
California
$208K +$192K +1,380 New
WPC
211
Wedmont Private Capital
Pennsylvania
$208K +$190K +1,363 New
NA
212
Nottingham Advisors
New York
$203K -$31.8K -228 -14%
SSW
213
Smith Shellnut Wilson
Mississippi
$200K +$185K +1,326 New
OSAM
214
O'Shaughnessy Asset Management
Connecticut
$190K
WTC
215
WhitTier Trust Company
Nevada
$170K
OFG
216
Oxford Financial Group
Indiana
$162K +$279 +2 +0.2%
IA
217
IFP Advisors
Florida
$158K -$223K -1,601 -60%
AIC
218
Archer Investment Corporation
Indiana
$139K +$279 +2 +0.2%
William Blair & Company
219
William Blair & Company
Illinois
$137K
CPA
220
Cardiff Park Advisors
California
$121K
GBT
221
Grove Bank & Trust
Florida
$119K
IF
222
Integrity Financial
Wyoming
$111K
GC
223
Garde Capital
Washington
$98.1K
AG
224
AmeriFlex Group
Nevada
$87.8K
Q1WB
225
Quest 10 Wealth Builders
Virginia
$86.5K

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.