iShares Dow Jones U.S. ETF
IYY • ARCA
iShares Dow Jones U.S. ETF is an exchange-traded fund on ARCA. As of Q3 2025, 257 institutional investors hold shares in this ETF, with total holdings valued at $579.6M. MORGAN STANLEY is the largest holder with a position valued at $73.6M.
Overview
Overview of institutional ownership in IYY as of Q3 2025
All Institutions
- Institutions
- 257
- Value Held
- $579.6M
- Shares Held
- 3.6M
- Avg Position
- $2.3M
- Median Position
- $510.4K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $2.3M
- Shares Held
- 14.3K
- Avg Position
- $1.2M
- Median Position
- $1.2M
Biggest Investors
Institutions with the largest positions in IYY as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $73.6M 0.00% of portfolio |
L LPL Financial LLC Institution | $54.3M 0.02% of portfolio |
 Sharp Financial Services, LLC RIA/Wealth | $27.0M 14.68% of portfolio |
 Savant Capital, LLC RIA/Wealth | $25.2M 0.13% of portfolio |
 PNC FINANCIAL SERVICES GROUP, INC. Institution | $23.5M 0.01% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $21.9M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $18.2M 0.00% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $18.1M 0.03% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $15.6M 0.01% of portfolio |
R ROYAL BANK OF CANADA Institution | $11.8M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IYY in Q3 2025
- Traded
- +$16.5M
- Buyers
- 92
- Sellers
- 81
- Total Bought
- +$58.8M
- Total Sold
- −$42.3M
- Avg Position
- $2.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Sharp Financial Services, LLC RIA/Wealth | +$27.0M +166.1K shares |
S STEINBERGANNA WEALTH MANAGEMENT RIA/Wealth | +$6.5M +39.9K shares |
 GOLDMAN SACHS GROUP INC Institution | +$3.1M +19.0K shares |
E Elevation Capital Advisory, LLC RIA/Wealth | +$2.9M +18.0K shares |
 JPMORGAN CHASE & CO Institution | +$2.9M +17.9K shares |
 AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$1.2M +7.5K shares |
L LPL Financial LLC Institution | +$997.3K +6.1K shares |
MORGAN STANLEY RIA/Wealth | +$955.5K +5.9K shares |
 Atomi Financial Group, Inc. RIA/Wealth | +$883.8K +5.4K shares |
 ARKANSAS FINANCIAL GROUP, INC. RIA/Wealth | +$874.4K +5.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
−$12.7M −83.5K shares | |
 AMERIPRISE FINANCIAL INC Institution | −$5.9M −36.0K shares |
 DSG Capital Advisors, LLC RIA/Wealth | −$3.7M −24.8K shares |
R ROYAL BANK OF CANADA Institution | −$3.5M −21.4K shares |
 Summit Financial Consulting LLC RIA/Wealth | −$2.5M −16.3K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$2.0M −13.2K shares |
 Greykasell Wealth Strategies, Inc. RIA/Wealth | −$1.3M −8.1K shares |
G GTS SECURITIES LLC Institution | −$1.2M −7.9K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$833.0K −5.1K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$731.6K −4.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited IYY in Q3 2025
- New Positions
- 10
- New Value
- $10.0M
- Exited Positions
- 13
- Exited Value
- $25.0M
New Positions
| Institution | Position Value |
|---|---|
S STEINBERGANNA WEALTH MANAGEMENT RIA/Wealth | $6.5M 39.9K shares |
Atomi Financial Group, Inc. RIA/Wealth | $883.8K 5.4K shares |
P PATTEN & PATTEN INC/TN Institution | $829.8K 5.1K shares |
 Clark Asset Management, LLC RIA/Wealth | $575.2K 3.5K shares |
 Vestmark Advisory Solutions, Inc. Fund of Funds | $441.3K 2.7K shares |
 MBA Advisors LLC RIA/Wealth | $246.3K 1.5K shares |
 Baker Avenue Asset Management, LP RIA/Wealth | $204.4K 1.3K shares |
 JOHNSON INVESTMENT COUNSEL INC RIA/Wealth | $202.3K 1.2K shares |
 Triumph Capital Management RIA/Wealth | $93.1K 573.0 shares |
R Raleigh Capital Management Inc. RIA/Wealth | $6.0K 37.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
$12.7M 83.5K shares | |
DSG Capital Advisors, LLC RIA/Wealth | $3.7M 24.8K shares |
Summit Financial Consulting LLC RIA/Wealth | $2.5M 16.3K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $2.0M 13.2K shares |
G GTS SECURITIES LLC Institution | $1.2M 7.9K shares |
 Optivise Advisory Services LLC RIA/Wealth | $694.8K 4.6K shares |
L Laurel Wealth Advisors LLC RIA/Wealth | $637.4K 4.2K shares |
 COBBLESTONE CAPITAL ADVISORS LLC /NY/ RIA/Wealth | $409.0K 2.7K shares |
 Mount Yale Investment Advisors, LLC RIA/Wealth | $388.9K 2.6K shares |
 Beacon Pointe Advisors, LLC RIA/Wealth | $285.2K 1.9K shares |
Options Activity
Institutions with the largest Call and Put options positions in IYY as of Q3 2025
- Call Positions
- 2
- Call Value
- $974.9K
- Put Positions
- 1
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $747.4K 46.0 contracts |
B Belvedere Trading LLC Institution | $227.5K 14.0 contracts |
Put Positions
| Institution | Position Value |
|---|---|
B Belvedere Trading LLC Institution | - - contracts |
Most Committed Institutions
Institutions with IYY as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Sharp Financial Services, LLC RIA/Wealth | 14.68% $27.0M |
S STEINBERGANNA WEALTH MANAGEMENT RIA/Wealth | 3.05% $6.5M |
 Lowe fs, LLC RIA/Wealth | 1.95% $5.3M |
 Finley Financial, LLC RIA/Wealth | 1.22% $2.6M |
E Elevation Capital Advisory, LLC RIA/Wealth | 1.17% $2.9M |
Greykasell Wealth Strategies, Inc. RIA/Wealth | 0.89% $2.1M |
 RIK SAYLOR FINANCIAL, INC. RIA/Wealth | 0.73% $997.8K |
M | 0.71% $1.8M |
C Chung Wu Investment Group, LLC Institution | 0.71% $848.1K |
N Novak & Powell Financial Services, Inc. RIA/Wealth | 0.63% $1.2M |
Hedge Fund Spotlight
Discover hedge funds investing in IYY
Quantinno Capital Management LP
Hedge Fund • Market Neutral
Portfolio ManagerHoon Nmn Kim
- Portfolio Value
- $36.6B
- Positions
- 2,911
- Last Reported
- Q3 2025
Sector Allocation
Position in iShares Dow Jones U.S. ETF
- Market Value
- $448.8K
- Shares Held
- 2.8K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $2.1B | 5.71% | |
Consumer Electronics Technology | $1.9B | 5.06% | |
Software - Infrastructure Technology | $1.4B | 3.93% |
