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iShares Dow Jones US ETF

278 hedge funds and large institutions have $642M invested in iShares Dow Jones US ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 66 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $583M → $642M (+$59.1M)

6% more funds holding

Funds holding: 262278 (+16)

1.97% more ownership

Funds ownership: 21.9%23.86% (+2%)

10% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 73

Holders
278
Holders Change
+16
Holders Change %
+6.11%
% of All Funds
3.38%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
37
Increased
66
Reduced
73
Closed
17
Calls
$398K
Puts
Net Calls
+$398K
Net Calls Change
-$577K
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
226
William Blair & Company
Illinois
$151K
KFAS
227
Keating Financial Advisory Services
Kansas
$145K +$144K +876 New
CPA
228
Cardiff Park Advisors
California
$133K
AssetMark Inc
229
AssetMark Inc
California
$129K
IF
230
Integrity Financial
Wyoming
$123K +$329 +2 +0.3%
AG
231
AmeriFlex Group
Nevada
$97.5K -$96.8K -588 -50%
Q1WB
232
Quest 10 Wealth Builders
Virginia
$95K
TCM
233
Triumph Capital Management
Colorado
$95K +$94.3K +573 New
WTC
234
WhitTier Trust Company
Nevada
$92.5K -$94.6K -575 -51%
AIC
235
Archer Investment Corporation
Indiana
$86.5K -$73.9K -449 -46%
GBT
236
Grove Bank & Trust
Florida
$82.4K
SIS
237
Sound Income Strategies
Florida
$81.5K +$165 +1 +0.2%
AF
238
Advisornet Financial
Minnesota
$79.6K
BSB
239
Bangor Savings Bank
Maine
$78.3K
MA
240
Montag & Associates
Georgia
$72.4K
TAM
241
Townsend Asset Management
North Carolina
$66.3K
DJSG
242
D.J. St. Germain
Massachusetts
$60.4K
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$59.4K
KBFS
244
Kohmann Bosshard Financial Services
Ohio
$52.2K +$51.8K +315 New
AC
245
AlphaCore Capital
California
$49.7K +$49.4K +300 New
AAP
246
Arax Advisory Partners
Colorado
$47.1K +$46.7K +284 New
MIM
247
MTM Investment Management
South Carolina
$44.8K
AIM
248
Anchor Investment Management
South Carolina
$42.6K
SS
249
Sunbelt Securities
Texas
$40.5K -$987 -6 -2%
Franklin Resources
250
Franklin Resources
California
$33.2K