iShares Dow Jones US ETF
254 hedge funds and large institutions have $481M invested in iShares Dow Jones US ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 80 reducing their positions, and 19 closing their positions.
2.39% less ownership
Funds ownership: 24.34% → 21.95% (-2.4%)
3% less funds holding
Funds holding: 263 → 254 (-9)
14% less capital invested
Capital invested by funds: $557M → $481M (-$76.5M)
26% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 19
29% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 80
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5M |
| 2 |
CBA
Coastal Bridge Advisors
Westport,
Connecticut
|
+$2.44M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$1.96M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.83M |
| 5 |
Goldman Sachs
New York
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sharp Financial Services
Horsham,
Pennsylvania
|
-$19.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$17.5M |
| 3 |
IWA
IBEX Wealth Advisors
Bedminster,
New Jersey
|
-$4.61M |
| 4 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
-$3.92M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.66M |
IYY Hedge Fund Activity: Q1 2025 in Review
254 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q1 2025, worth a combined $481M — down 14% from $557M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of IYY and 14 opened new positions — a net loss of 5 holders — while 80 trimmed existing stakes and 57 added.
The largest buyer was Susquehanna International Group, adding an estimated $5M. The largest seller was Sharp Financial Services, exiting entirely with an estimated $19.7M sold.
- 254 institutional investors held iShares Dow Jones US ETF (IYY) as of Q1 2025, down from 263 in Q4 2024.
- Funds reported $481M of iShares Dow Jones US ETF stock for Q1 2025, down 14% quarter-over-quarter.
- 14 funds opened new iShares Dow Jones US ETF positions in Q1 2025 and 19 closed out, a net change of -5 holders.
- The largest iShares Dow Jones US ETF buyer in Q1 2025 was Susquehanna International Group, an estimated $5M added.
- The largest iShares Dow Jones US ETF seller in Q1 2025 was Sharp Financial Services, an estimated $19.7M sold.
Based on aggregated 13F filings for Q1 2025.