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iShares Dow Jones US ETF

276 hedge funds and large institutions have $597M invested in iShares Dow Jones US ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

1% less funds holding

Funds holding: 278276 (-2)

0.84% less ownership

Funds ownership: 23.86%23.03% (-0.84%)

7% less capital invested

Capital invested by funds: $642M → $597M (-$45.9M)

26% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 87

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
276
Holders Change
-2
Holders Change %
-0.72%
% of All Funds
3.4%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
64
Reduced
87
Closed
17
Calls
$380K
Puts
Net Calls
+$380K
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
226
AmeriFlex Group
Nevada
$93.2K
Q1WB
227
Quest 10 Wealth Builders
Virginia
$90.8K
TCM
228
Triumph Capital Management
Colorado
$90.8K
WTC
229
WhitTier Trust Company
Nevada
$88.1K
AIC
230
Archer Investment Corporation
Indiana
$82.8K +$165 +1 +0.2%
FLP
231
Financial Life Planners
Arizona
$80.8K +$84.4K +510 New
GBT
232
Grove Bank & Trust
Florida
$78.8K
AF
233
Advisornet Financial
Minnesota
$76.1K
EI
234
EFG International
$75.7K -$79.3K -479 -50%
BSB
235
Bangor Savings Bank
Maine
$74.8K
MA
236
Montag & Associates
Georgia
$69.2K
TAM
237
Townsend Asset Management
North Carolina
$63.4K
DJSG
238
D.J. St. Germain
Massachusetts
$57.7K
SWM
239
SHP Wealth Management
Massachusetts
$56.1K +$46.2K +279 +372%
AC
240
AlphaCore Capital
California
$47.5K
MIM
241
MTM Investment Management
South Carolina
$42.8K
AIM
242
Anchor Investment Management
South Carolina
$40.7K
SS
243
Sunbelt Securities
Texas
$38.7K
TRCT
244
Tower Research Capital (TRC)
New York
$32.6K +$34.1K +206 New
Franklin Resources
245
Franklin Resources
California
$31.7K
GWS
246
Glassman Wealth Services
Virginia
$31.7K
ATPW
247
Ashton Thomas Private Wealth
Arizona
$31.7K +$33.1K +200 New
SWP
248
Strategic Wealth Partners
Ohio
$30.1K
TBFA
249
Three Bearings Fiduciary Advisors
New Hampshire
$26.6K
ACA
250
Aptus Capital Advisors
Alabama
$25.4K