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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
TWIM
251
TIAA Wealth Investment Management
New York
$25.4K +$26.5K +160 New
WFA
252
West Financial Advisors
Iowa
$23.1K
HFS
253
Hughes Financial Services
Virginia
$20K
HWM
254
HighMark Wealth Management
Minnesota
$18.5K
MFP
255
Meramec Financial Planners
Missouri
$17.3K
DSC
256
Duncker Streett & Co
Missouri
$15.8K
MMCM
257
Murphy & Mullick Capital Management
New York
$15.8K
MIM
258
Marshall Investment Management
Colorado
$15.1K +$15.9K +96 New
Qube Research & Technologies (QRT)
259
Qube Research & Technologies (QRT)
United Kingdom
$13.9K +$1.16K +7 +9%
CFD
260
Creative Financial Designs
Indiana
$13.3K
AUB
261
Atlantic Union Bankshares
Virginia
$13.2K
BWL
262
Bogart Wealth LLC
Virginia
$12.2K +$496 +3 +4%
GI
263
GAMMA Investing
California
$10.5K
DF
264
Dunhill Financial
United Kingdom
$9.93K -$165 -1 -2%
MSG
265
Main Street Group
Virginia
$8.24K +$8.6K +52 New
IAIM
266
International Assets Investment Management
Florida
$7.5K
PCMNC
267
Piedmont Capital Management (North Carolina)
North Carolina
$7.29K
SWA
268
SOA Wealth Advisors
New York
$6.02K
BDPWM
269
Barnes Dennig Private Wealth Management
Ohio
$5.55K
HI
270
Horizon Investments
North Carolina
$4.75K +$2.48K +15 +100%
PTC
271
Private Trust Company
Ohio
$3.96K
SIS
272
Sound Income Strategies
Florida
$3.21K -$76.8K -464 -96%
NRG
273
Nemes Rush Group
Michigan
$2.69K
TFA
274
Transamerica Financial Advisors
Florida
$571 -$165 -1 -25%
KG
275
Kilter Group
New York
$317