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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
Morgan Stanley
1
Morgan Stanley
New York
$73.6M +$920K +5,881 +1%
LPL Financial
2
LPL Financial
California
$54.3M +$960K +6,138 +2%
SFS
3
Sharp Financial Services
Pennsylvania
$27M +$26M +166,109 New
SC
4
Savant Capital
Illinois
$25M -$124K -794 -0.5%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$23.5M -$321K -2,051 -1%
Wells Fargo
6
Wells Fargo
California
$21.9M -$1.25K -8 -0%
Bank of America
7
Bank of America
North Carolina
$18.2M +$355K +2,267 +2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$18.1M -$587K -3,754 -3%
Raymond James Financial
9
Raymond James Financial
Florida
$15.6M -$802K -5,127 -5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$11.8M -$3.35M -21,393 -23%
UBS Group
11
UBS Group
Switzerland
$10.9M -$55.1K -352 -0.5%
Osaic Holdings
12
Osaic Holdings
Arizona
$9.92M +$796K +5,087 +9%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$9.76M +$147K +939 +2%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$8.8M +$158K +1,010 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$6.99M +$202K +1,291 +3%
SWM
16
Steinberganna Wealth Management
New York
$6.48M +$6.24M +39,892 New
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$6.43M +$79.3K +507 +1%
Goldman Sachs
18
Goldman Sachs
New York
$6.38M +$2.97M +18,962 +93%
Creative Planning
19
Creative Planning
Kansas
$6.18M -$1.88K -12 -0%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$5.66M +$620K +3,961 +13%
Ameriprise
21
Ameriprise
Minnesota
$5.55M -$5.64M -36,031 -51%
LWA
22
Lowe Wealth Advisors
Maryland
$5.31M -$194K -1,239 -4%
Comerica Bank
23
Comerica Bank
Texas
$5.05M -$406K -2,596 -8%
AL
24
Aspiriant LLC
California
$4.83M
Bank of New York Mellon
25
Bank of New York Mellon
New York
$4.81M -$42.6K -272 -0.9%

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.