iShares Dow Jones US ETF
280 hedge funds and large institutions have $643M invested in iShares Dow Jones US ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 67 increasing their positions, 73 reducing their positions, and 18 closing their positions.
111% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 18
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
10% more capital invested
Capital invested by funds: $584M → $643M (+$58.9M)
6% more funds holding
Funds holding: 264 → 280 (+16)
1.96% more ownership
Funds ownership: 21.91% → 23.87% (+2%)
8% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 73
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$14.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$13.7M |
| 3 |
SL
Sentinus LLC
Oak Brook,
Illinois
|
+$12.9M |
| 4 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$5.34M |
| 5 |
DCA
DSG Capital Advisors
Edina,
Minnesota
|
+$4.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.72M |
| 2 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
-$2.93M |
| 3 |
NP
Nilsine Partners
Greenwood Village,
Colorado
|
-$2.81M |
| 4 |
Morgan Stanley
New York
|
-$2.51M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.83M |
IYY Hedge Fund Activity: Q4 2025 in Review
280 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q4 2025, worth a combined $643M — up 10% from $584M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new IYY positions and 18 closed out — a net gain of 20 holders — while 67 added to existing stakes and 73 trimmed.
The largest buyer was Apella Capital, opening a new position worth an estimated $14.1M. The largest seller was LPL Financial, cutting an estimated $3.72M.
- 280 institutional investors held iShares Dow Jones US ETF (IYY) as of Q4 2025, up from 264 in Q3 2025.
- Funds reported $643M of iShares Dow Jones US ETF stock for Q4 2025, up 10% quarter-over-quarter.
- 38 funds opened new iShares Dow Jones US ETF positions in Q4 2025 and 18 closed out, a net change of +20 holders.
- The largest iShares Dow Jones US ETF buyer in Q4 2025 was Apella Capital, an estimated $14.1M added.
- The largest iShares Dow Jones US ETF seller in Q4 2025 was LPL Financial, an estimated $3.72M sold.
Based on aggregated 13F filings for Q4 2025.