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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
MSR
201
Main Street Research
Connecticut
$235K
V
202
VeraBank
Texas
$235K
Members Trust
203
Members Trust
Florida
$231K
FA
204
Fagan Associates
New York
$227K
RDWM
205
Red Door Wealth Management
Tennessee
$227K -$782 -5 -0.4%
GRP
206
Global Retirement Partners
California
$225K +$469 +3 +0.2%
DWM
207
Destination Wealth Management
California
$224K
WPC
208
Wedmont Private Capital
Pennsylvania
$222K
TWP
209
Tyche Wealth Partners
Texas
$222K -$39.1K -250 -15%
NA
210
Nottingham Advisors
New York
$219K
SCA
211
Snowden Capital Advisors
New York
$205K +$198K +1,263 New
OSAM
212
O'Shaughnessy Asset Management
Connecticut
$204K
BAAM
213
Baker Avenue Asset Management
California
$204K +$197K +1,258 New
JIC
214
Johnson Investment Counsel
Ohio
$202K +$195K +1,245 New
CF
215
Centaurus Financial
California
$193K -$57.9K -370 -24%
AG
216
AmeriFlex Group
Nevada
$191K +$92K +588 +100%
WTC
217
WhitTier Trust Company
Nevada
$183K
OFG
218
Oxford Financial Group
Indiana
$175K +$469 +3 +0.3%
IA
219
IFP Advisors
Florida
$170K -$156 -1 -0.1%
AIC
220
Archer Investment Corporation
Indiana
$158K +$7.82K +50 +5%
William Blair & Company
221
William Blair & Company
Illinois
$148K
CPA
222
Cardiff Park Advisors
California
$130K
AssetMark Inc
223
AssetMark Inc
California
$127K +$70.6K +451 +137%
IF
224
Integrity Financial
Wyoming
$120K +$156 +1 +0.1%
Q1WB
225
Quest 10 Wealth Builders
Virginia
$93.1K

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.