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iShares Dow Jones US ETF
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Overview Fund Activity

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

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.74M
2
CBA
Coastal Bridge Advisors
Connecticut
+$2.31M
3
Lido Advisors
Lido Advisors
California
+$1.86M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.74M
5
Goldman Sachs
Goldman Sachs
New York
+$1.56M

Top Sellers

1
SFS
Sharp Financial Services
Pennsylvania
-$19.7M
2
Ameriprise
Ameriprise
Minnesota
-$16.6M
3
IWA
IBEX Wealth Advisors
New Jersey
-$4.61M
4
EP
Essential Planning
New Hampshire
-$3.92M
5
Bank of America
Bank of America
North Carolina
-$3.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$3.69M -$16.6M -122,304 -82%
MCC
27
Money Concepts Capital
Florida
$3.44M -$18.2K -134 -0.5%
PAG
28
Private Advisor Group
New Jersey
$3.43M -$16.5K -121 -0.5%
DCA
29
DSG Capital Advisors
Minnesota
$3.38M – – –
Goldman Sachs
30
Goldman Sachs
New York
$3.36M +$1.56M +11,474 +87%
FHC
31
First Heartland Consultants
Missouri
$3.32M +$105K +775 +3%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$3.17M -$44.5K -327 -1%
AAIM
33
Asset Advisors Investment Management
Georgia
$3.13M -$85.7K -630 -3%
EWA
34
EP Wealth Advisors
California
$3.11M -$6.12K -45 -0.2%
KAS
35
Kestra Advisory Services
Texas
$3.08M +$831K +6,107 +37%
GWS
36
Greykasell Wealth Strategies
California
$2.92M -$78.7K -578 -3%
Lido Advisors
37
Lido Advisors
California
$2.92M +$1.86M +13,675 +176%
Citadel Advisors
38
Citadel Advisors
Florida
$2.91M +$111K +816 +4%
Stifel Financial
39
Stifel Financial
Missouri
$2.85M -$134K -986 -4%
CBA
40
Coastal Bridge Advisors
Connecticut
$2.31M +$2.31M +17,005 New
NP
41
NorthRock Partners
Minnesota
$2.29M -$50.1K -368 -2%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$2.24M +$262K +1,928 +13%
FF
43
Finley Financial
Nevada
$2.23M -$187K -1,381 -8%
NP
44
Nilsine Partners
Colorado
$2.22M +$350K +2,572 +19%
Mariner
45
Mariner
Kansas
$2.11M +$1.15M +8,482 +121%
Truist Financial
46
Truist Financial
North Carolina
$2.08M -$218K -1,605 -10%
SWA
47
Stratos Wealth Advisors
Ohio
$2.02M -$49.1K -361 -2%
Kovitz Investment Group Partners
48
Kovitz Investment Group Partners
Illinois
$2.01M – – –
RWM
49
Ritholtz Wealth Management
New York
$1.92M – – –
AFG
50
Arkansas Financial Group
Arkansas
$1.89M -$10.8K -85 -0.6%
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