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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
Holders
249
Holders Change
-10
Holders Change %
-3.86%
% of All Funds
3.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
57
Reduced
78
Closed
19
Calls
$776K
Puts
Net Calls
+$776K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
251
Sharp Financial Services
Pennsylvania
-$19.7M -137,610 Closed
IWA
252
IBEX Wealth Advisors
New Jersey
-$4.61M -32,187 Closed
EP
253
Essential Planning
New Hampshire
-$3.92M -27,300 Closed
GM
254
GeoWealth Management
Illinois
-$3.28M -22,904 Closed
ECA
255
Elevation Capital Advisory
Oregon
-$3.28M -22,904 Closed
Jane Street
256
Jane Street
New York
-$2.57M -17,990 Closed
AF
257
Apollon Financial
South Carolina
-$434K -3,034 Closed
NCFG
258
New Century Financial Group
New Jersey
-$290K -2,006 Closed
CI
259
CPR Investments
Michigan
-$211K -1,474 Closed
MSR
260
Main Street Research
Connecticut
-$207K -1,446 Closed
KeyBank National Association
261
KeyBank National Association
Ohio
-$204K -1,424 Closed
FA
262
Fagan Associates
New York
-$200K -1,400 Closed
SR
263
Syntax Research
Florida
-$67.5K -472 Closed
FLP
264
Financial Life Planners
Arizona
-$48.1K -336 Closed
KBFS
265
Kohmann Bosshard Financial Services
Ohio
-$45.1K -315 Closed
TCA
266
Trifecta Capital Advisors
Illinois
-$26.5K -185 Closed
T
267
Transce3nd
Texas
-$21.2K -148 Closed
ME
268
McIlrath & Eck
Washington
-$21K -147 Closed
AF
269
Aviso Financial
Ontario, Canada
-$7.15K -50 Closed