We are live on ! Find out more
IYY icon

iShares Dow Jones US ETF

278 hedge funds and large institutions have $642M invested in iShares Dow Jones US ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 66 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $583M → $642M (+$59.1M)

6% more funds holding

Funds holding: 262278 (+16)

1.97% more ownership

Funds ownership: 21.9%23.86% (+2%)

10% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 73

Holders
278
Holders Change
+16
Holders Change %
+6.11%
% of All Funds
3.38%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
37
Increased
66
Reduced
73
Closed
17
Calls
$398K
Puts
Net Calls
+$398K
Net Calls Change
-$577K
Name Holding Trade Value Shares
Change
Change in
Stake
SA
201
SRH Advisors
Kansas
$240K
MSR
202
Main Street Research
Connecticut
$240K
V
203
VeraBank
Texas
$240K
Members Trust
204
Members Trust
Florida
$235K
FA
205
Fagan Associates
New York
$232K
AWM
206
Aureum Wealth Management
Florida
$232K +$230K +1,400 New
GRP
207
Global Retirement Partners
California
$231K +$494 +3 +0.2%
WPC
208
Wedmont Private Capital
Pennsylvania
$229K
DWM
209
Destination Wealth Management
California
$229K
TWP
210
Tyche Wealth Partners
Texas
$226K
NA
211
Nottingham Advisors
New York
$223K
RDWM
212
Red Door Wealth Management
Tennessee
$220K -$11.4K -69 -5%
SCA
213
Snowden Capital Advisors
New York
$209K
BAAM
214
Baker Avenue Asset Management
California
$209K
OSAM
215
O'Shaughnessy Asset Management
Connecticut
$209K
KFA
216
Kapstone Financial Advisors
Ohio
$207K +$206K +1,251 New
JIC
217
Johnson Investment Counsel
Ohio
$206K
PGAM
218
Princeton Global Asset Management
New Jersey
$199K -$395K -2,400 -67%
CF
219
Centaurus Financial
California
$198K +$987 +6 +0.5%
OFG
220
Oxford Financial Group
Indiana
$179K +$494 +3 +0.3%
IA
221
IFP Advisors
Florida
$178K +$4.11K +25 +2%
FHA
222
Flagship Harbor Advisors
Massachusetts
$177K +$176K +1,069 New
BlackRock
223
BlackRock
New York
$163K -$990K -6,016 -86%
EI
224
EFG International
$159K +$157K +957 New
Simplex Trading
225
Simplex Trading
Illinois
$155K +$154K +933 New