iShares Dow Jones US ETF
279 hedge funds and large institutions have $598M invested in iShares Dow Jones US ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 87 reducing their positions, and 18 closing their positions.
17% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 18
0% less funds holding
Funds holding: 280 → 279 (-1)
0.81% less ownership
Funds ownership: 23.87% → 23.07% (-0.81%)
7% less capital invested
Capital invested by funds: $643M → $598M (-$45.1M)
25% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 87
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$11.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$8.89M |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$4.83M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.53M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sharp Financial Services
Horsham,
Pennsylvania
|
-$29M |
| 2 |
VIP
Value Investment Professionals
New York
|
-$5.33M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$2.88M |
| 4 |
Morgan Stanley
New York
|
-$2.23M |
| 5 |
Goldman Sachs
New York
|
-$2M |
IYY Hedge Fund Activity: Q1 2026 in Review
279 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q1 2026, worth a combined $598M — down 7% from $643M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IYY positions and 18 closed out — a net gain of 3 holders — while 65 added to existing stakes and 87 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $11.7M. The largest seller was Sharp Financial Services, exiting entirely with an estimated $29M sold.
- 279 institutional investors held iShares Dow Jones US ETF (IYY) as of Q1 2026, down from 280 in Q4 2025.
- Funds reported $598M of iShares Dow Jones US ETF stock for Q1 2026, down 7% quarter-over-quarter.
- 21 funds opened new iShares Dow Jones US ETF positions in Q1 2026 and 18 closed out, a net change of +3 holders.
- The largest iShares Dow Jones US ETF buyer in Q1 2026 was Kestra Advisory Services, an estimated $11.7M added.
- The largest iShares Dow Jones US ETF seller in Q1 2026 was Sharp Financial Services, an estimated $29M sold.
Based on aggregated 13F filings for Q1 2026.