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iShares Dow Jones US ETF

249 hedge funds and large institutions have $479M invested in iShares Dow Jones US ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

27% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 78

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
249
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$776K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.74M
2 +$2.31M
3 +$1.86M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.74M
5
Goldman Sachs
Goldman Sachs
New York
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
226
Anchor Investment Management
South Carolina
$35K
SS
227
Sunbelt Securities
Texas
$34K
SC
228
SouthState Corp
Florida
$30.4K
AF
229
Atala Financial
California
$28.6K
GWS
230
Glassman Wealth Services
Virginia
$27.2K
SIM
231
Studio Investment Management
Illinois
$24.9K
WFA
232
West Financial Advisors
Iowa
$21.8K
FHA
233
First Horizon Advisors
Tennessee
$18.5K
HFS
234
Hughes Financial Services
Virginia
$17.2K
HWM
235
HighMark Wealth Management
Minnesota
$15.8K
MMCM
236
Murphy & Mullick Capital Management
New York
$13.6K
DSC
237
Duncker Streett & Co
Missouri
$13.6K
HI
238
Harbour Investments
Wisconsin
$12.9K
MIM
239
Marshall Investment Management
Colorado
$12.9K
CFD
240
Creative Financial Designs
Indiana
$11.4K
BWL
241
Bogart Wealth LLC
Virginia
$9.66K
GI
242
GAMMA Investing
California
$8.98K
MSG
243
Main Street Group
Virginia
$8.85K
DF
244
Dunhill Financial
United Kingdom
$8.53K
SWA
245
SOA Wealth Advisors
New York
$5.17K
GFPC
246
Global Financial Private Client
Florida
$4.08K
LWANC
247
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.81K
PTC
248
Private Trust Company
Ohio
$3.4K
TFA
249
Transamerica Financial Advisors
Florida
$1K
HNB
250
Huntington National Bank
Ohio
$136