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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
GWS
251
Glassman Wealth Services
Virginia
$33.2K
SWP
252
Strategic Wealth Partners
Ohio
$31.5K +$31.3K +190 New
TBFA
253
Three Bearings Fiduciary Advisors
New Hampshire
$28.2K +$27.6K +168 New
ACA
254
Aptus Capital Advisors
Alabama
$26.5K +$26.3K +160 New
WFA
255
West Financial Advisors
Iowa
$24.2K
HFS
256
Hughes Financial Services
Virginia
$20.9K
HWM
257
HighMark Wealth Management
Minnesota
$19.3K +$165 +1 +0.9%
MFP
258
Meramec Financial Planners
Missouri
$16.8K +$16.5K +100 New
DSC
259
Duncker Streett & Co
Missouri
$16.6K
MMCM
260
Murphy & Mullick Capital Management
New York
$16.6K
HI
261
Harbour Investments
Wisconsin
$15.8K
CFD
262
Creative Financial Designs
Indiana
$13.9K
AUB
263
Atlantic Union Bankshares
Virginia
$13.8K +$13.7K +83 New
Qube Research & Technologies (QRT)
264
Qube Research & Technologies (QRT)
United Kingdom
$13.4K -$3.62K -22 -21%
SWM
265
SHP Wealth Management
Massachusetts
$12.4K +$12.3K +75 New
BWL
266
Bogart Wealth LLC
Virginia
$12.3K
GI
267
GAMMA Investing
California
$10.9K
DF
268
Dunhill Financial
United Kingdom
$10.4K
IAIM
269
International Assets Investment Management
Florida
$7.79K +$7.73K +47 New
PCMNC
270
Piedmont Capital Management (North Carolina)
North Carolina
$7.63K +$7.57K +46 New
SWA
271
SOA Wealth Advisors
New York
$6.3K
BDPWM
272
Barnes Dennig Private Wealth Management
Ohio
$5.8K
LWANC
273
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.64K +$4.61K +28 New
PTC
274
Private Trust Company
Ohio
$4.14K
NRG
275
Nemes Rush Group
Michigan
$2.82K