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iShares Dow Jones US ETF
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Overview Fund Activity

251 hedge funds and large institutions have $532M invested in iShares Dow Jones US ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 69 increasing their positions, 66 reducing their positions, and 14 closing their positions.

Holders
251
Holders Change
+2
Holders Change %
+0.8%
% of All Funds
3.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
69
Reduced
66
Closed
14
Calls
$679K
Puts
$15K
Net Calls
+$664K
Net Calls Change
-$112K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$10.6M
2
LPL Financial
2
LPL Financial
California
$49.5M
3
SFC
3
Summit Financial Consulting
Michigan
$2.46M
4
Raymond James Financial
4
Raymond James Financial
Florida
$15.2M
5
Belvedere Trading
5
Belvedere Trading
Illinois
$1.66M

Top Sellers

1
WS
1
Wedbush Securities
California
$365K
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.99M
3
SNWA
3
Siligmueller & Norvid Wealth Advisors
Illinois
$12.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$67.5M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$22.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$67.5M 447,309 -6,250 -1%
LPL Financial
2
LPL Financial
California
$49.5M 328,043 +35,606 +12%
SC
3
Savant Capital
Illinois
$23.7M 157,008 -318 -0.2%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$22.1M 146,775 -6,211 -4%
Wells Fargo
5
Wells Fargo
California
$20.3M 134,741 +1,198 +0.9%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$17.4M 115,086 -3,455 -3%
Bank of America
7
Bank of America
North Carolina
$16.5M 109,610 -6,024 -5%
Raymond James Financial
8
Raymond James Financial
Florida
$15.2M 100,896 +13,845 +16%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$14.2M 94,023 -1,104 -1%
Osaic Holdings
10
Osaic Holdings
Arizona
$13.2M 92,315 -2,589 -3%
SNWA
11
Siligmueller & Norvid Wealth Advisors
Illinois
$12.7M 83,543 -7,685 -8%
Ameriprise
12
Ameriprise
Minnesota
$10.6M 70,208 +43,127 +159%
UBS Group
13
UBS Group
Switzerland
$10.2M 67,370 +1,754 +3%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$8.93M 59,159 +1,776 +3%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$8.09M 52,959 +1,145 +2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$6.29M 41,707 +2,976 +8%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$5.89M 39,066 -108 -0.3%
Creative Planning
18
Creative Planning
Kansas
$5.74M 38,026 -1,334 -3%
LWA
19
Lowe Wealth Advisors
Maryland
$5.12M 33,909 -107 -0.3%
Comerica Bank
20
Comerica Bank
Texas
$5.08M 33,666 +13 +0%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$4.66M 30,890 -1,023 -3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$4.51M 29,881 +169 +0.6%
AL
23
Aspiriant LLC
California
$4.49M 29,744 – –
MFG
24
Merit Financial Group
Georgia
$4.29M 28,465 – –
KAS
25
Kestra Advisory Services
Texas
$4.13M 27,366 +4,763 +21%
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