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iShares Dow Jones US ETF

293 hedge funds and large institutions have $698M invested in iShares Dow Jones US ETF in 2026 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 75 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

17% more capital invested

Capital invested by funds: $597M → $698M (+$100M)

5% more funds holding

Funds holding: 278293 (+15)

0.35% more ownership

Funds ownership: 23.06%23.4% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

11% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 75

Holders
293
Holders Change
+15
Holders Change %
+5.4%
% of All Funds
3.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
67
Reduced
75
Closed
9
Calls
$474K
Puts
Net Calls
+$474K
Net Calls Change
+$94K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$77M -$370K -2,097 -0.5%
LPL Financial
2
LPL Financial
California
$61.3M +$5.57M +31,563 +10%
Bank of America
3
Bank of America
North Carolina
$45.3M -$55.6K -315 -0.1%
SC
4
Savant Capital
Illinois
$28.2M -$39.5K -224 -0.1%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$25.5M -$54.7K -310 -0.2%
Wells Fargo
6
Wells Fargo
California
$22.7M -$741K -4,203 -3%
Ameriprise
7
Ameriprise
Minnesota
$18.7M +$10.9M +61,956 +152%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$15.9M +$1.64M +9,288 +12%
AC
9
Apella Capital
Connecticut
$15.4M -$80.4K -456 -0.5%
Osaic Holdings
10
Osaic Holdings
Arizona
$14.7M +$380K +2,155 +3%
SL
11
Sentinus LLC
Illinois
$13.1M -$697K -3,949 -5%
Raymond James Financial
12
Raymond James Financial
Florida
$12.9M -$4.52M -25,601 -27%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$11.3M +$139K +787 +1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$10.3M -$7.65M -43,390 -44%
UBS Group
15
UBS Group
Switzerland
$9.97M -$322K -1,825 -3%
KAS
16
Kestra Advisory Services
Texas
$8.69M -$10.2M -57,804 -55%
CA
17
COFG Advisors
Illinois
$8.18M +$7.92M +44,895 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$8.03M +$89.3K +506 +1%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$7.3M -$42.9K -243 -0.6%
ECA
20
Elevation Capital Advisory
Oregon
$7.06M +$6.83M +38,714 New
Fidelity Investments
21
Fidelity Investments
Massachusetts
$6.96M +$384K +2,177 +6%
Creative Planning
22
Creative Planning
Kansas
$6.88M -$40.8K -231 -0.6%
SWM
23
Steinberganna Wealth Management
New York
$6.61M -$58.7K -333 -0.9%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$6.5M -$182K -1,034 -3%
MCM
25
MAI Capital Management
Ohio
$6.17M +$455K +2,580 +8%

IYY Hedge Fund Activity: Q2 2026 in Review

293 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q2 2026, worth a combined $698M — up 17% from $597M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IYY positions and 9 closed out — a net gain of 20 holders — while 67 added to existing stakes and 75 trimmed.

The largest buyer was Ameriprise, adding an estimated $10.9M. The largest seller was Kestra Advisory Services, cutting an estimated $10.2M.

  • 293 institutional investors held iShares Dow Jones US ETF (IYY) as of Q2 2026, up from 278 in Q1 2026.
  • Funds reported $698M of iShares Dow Jones US ETF stock for Q2 2026, up 17% quarter-over-quarter.
  • 29 funds opened new iShares Dow Jones US ETF positions in Q2 2026 and 9 closed out, a net change of +20 holders.
  • The largest iShares Dow Jones US ETF buyer in Q2 2026 was Ameriprise, an estimated $10.9M added.
  • The largest iShares Dow Jones US ETF seller in Q2 2026 was Kestra Advisory Services, an estimated $10.2M sold.

Based on aggregated 13F filings for Q2 2026.