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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
Morgan Stanley
1
Morgan Stanley
New York
$67.5M -$871K -6,250 -1%
LPL Financial
2
LPL Financial
California
$49.5M +$4.96M +35,606 +12%
SC
3
Savant Capital
Illinois
$23.4M -$44.3K -318 -0.2%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$22.1M -$865K -6,211 -4%
Wells Fargo
5
Wells Fargo
California
$20.3M +$167K +1,198 +0.9%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$17.4M -$481K -3,455 -3%
Bank of America
7
Bank of America
North Carolina
$16.5M -$839K -6,024 -5%
Raymond James Financial
8
Raymond James Financial
Florida
$15.2M +$1.93M +13,845 +16%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$14.2M -$154K -1,104 -1%
SNWA
10
Siligmueller & Norvid Wealth Advisors
Illinois
$12.7M -$1.07M -7,685 -8%
Ameriprise
11
Ameriprise
Minnesota
$10.6M +$6.01M +43,127 +159%
UBS Group
12
UBS Group
Switzerland
$10.2M +$244K +1,754 +3%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$8.93M +$247K +1,776 +3%
Osaic Holdings
14
Osaic Holdings
Arizona
$8.58M -$5.3M -38,016 -40%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$8.09M +$159K +1,145 +2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$6.29M +$415K +2,976 +8%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$5.89M -$15K -108 -0.3%
Creative Planning
18
Creative Planning
Kansas
$5.74M -$186K -1,334 -3%
LWA
19
Lowe Wealth Advisors
Maryland
$5.12M -$14.9K -107 -0.3%
Comerica Bank
20
Comerica Bank
Texas
$5.08M +$1.81K +13 +0%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$4.66M -$143K -1,023 -3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$4.51M +$23.5K +169 +0.6%
AL
23
Aspiriant LLC
California
$4.49M
MFG
24
Merit Financial Group
Georgia
$4.29M
KAS
25
Kestra Advisory Services
Texas
$4.13M +$663K +4,763 +21%

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.