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iShares Dow Jones US ETF

255 hedge funds and large institutions have $536M invested in iShares Dow Jones US ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 249255 (+6)

3% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 68

0.24% less ownership

Funds ownership: 21.86%21.62% (-0.24%)

Holders
255
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$679K
Puts
$15K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
226
Montag & Associates
Georgia
$65.9K
Simplex Trading
227
Simplex Trading
Illinois
$64K
TAM
228
Townsend Asset Management
North Carolina
$60.4K
DJSG
229
D.J. St. Germain
Massachusetts
$54.9K
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$54K
AssetMark Inc
231
AssetMark Inc
California
$49.6K
MCM
232
MAI Capital Management
Ohio
$43.8K
MIM
233
MTM Investment Management
South Carolina
$40.7K
AIM
234
Anchor Investment Management
South Carolina
$38.8K
GWS
235
Glassman Wealth Services
Virginia
$30.2K
LWANC
236
Laurel Wealth Advisors (North Carolina)
North Carolina
$28K
WFA
237
West Financial Advisors
Iowa
$24.1K
FHA
238
First Horizon Advisors
Tennessee
$19.8K
HFS
239
Hughes Financial Services
Virginia
$19.4K
HWM
240
HighMark Wealth Management
Minnesota
$17.5K
MMCM
241
Murphy & Mullick Capital Management
New York
$15.1K
DSC
242
Duncker Streett & Co
Missouri
$15.1K
HI
243
Harbour Investments
Wisconsin
$14.3K
Qube Research & Technologies (QRT)
244
Qube Research & Technologies (QRT)
United Kingdom
$13K
CFD
245
Creative Financial Designs
Indiana
$12.7K
BWL
246
Bogart Wealth LLC
Virginia
$10.7K
GI
247
GAMMA Investing
California
$9.96K
DF
248
Dunhill Financial
United Kingdom
$9.46K
MSG
249
Main Street Group
Virginia
$7.84K
SWA
250
SOA Wealth Advisors
New York
$5.73K