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iShares Dow Jones US ETF

255 hedge funds and large institutions have $536M invested in iShares Dow Jones US ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 249255 (+6)

3% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 68

0.24% less ownership

Funds ownership: 21.86%21.62% (-0.24%)

Holders
255
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$679K
Puts
$15K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
26
Money Concepts Capital
Florida
$3.88M
PAG
27
Private Advisor Group
New Jersey
$3.82M
DCA
28
DSG Capital Advisors
Minnesota
$3.74M
FHC
29
First Heartland Consultants
Missouri
$3.67M
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$3.5M
EWA
31
EP Wealth Advisors
California
$3.47M
AAIM
32
Asset Advisors Investment Management
Georgia
$3.45M
Lido Advisors
33
Lido Advisors
California
$3.24M
Stifel Financial
34
Stifel Financial
Missouri
$3.18M
GWS
35
Greykasell Wealth Strategies
California
$3.16M
Goldman Sachs
36
Goldman Sachs
New York
$3.06M
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$2.81M
AFG
38
Arkansas Financial Group
Arkansas
$2.61M
Truist Financial
39
Truist Financial
North Carolina
$2.57M
NP
40
Nilsine Partners
Colorado
$2.56M
NP
41
NorthRock Partners
Minnesota
$2.53M
CBA
42
Coastal Bridge Advisors
Connecticut
$2.49M
SFC
43
Summit Financial Consulting
Michigan
$2.46M
FF
44
Finley Financial
Nevada
$2.44M
Kovitz Investment Group Partners
45
Kovitz Investment Group Partners
Illinois
$2.23M
SWA
46
Stratos Wealth Advisors
Ohio
$2.23M
RWM
47
Ritholtz Wealth Management
New York
$2.13M
EIP
48
Ellis Investment Partners
Pennsylvania
$2.11M
HighTower Advisors
49
HighTower Advisors
Illinois
$2.1M
Citadel Advisors
50
Citadel Advisors
Florida
$1.99M