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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
VIP
26
Value Investment Professionals
New York
$5.33M +$12.3M +74,583 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$5.25M +$338K +2,055 +7%
Comerica Bank
28
Comerica Bank
Texas
$5.16M +$5.76K +35 +0.1%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$4.99M +$2.34M +14,197 +89%
AL
30
Aspiriant LLC
California
$4.93M
MCC
31
Money Concepts Capital
Florida
$4.75M +$491K +2,983 +12%
MFG
32
Merit Financial Group
Georgia
$4.72M
AFG
33
Arkansas Financial Group
Arkansas
$4.32M +$569K +3,460 +15%
DCA
34
DSG Capital Advisors
Minnesota
$4.18M +$4.08M +24,800 New
PAG
35
Private Advisor Group
New Jersey
$4.16M +$34.1K +207 +0.8%
JP Morgan Chase
36
JP Morgan Chase
New York
$4.15M +$129K +786 +3%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$4M +$165K +1,000 +4%
FHC
38
First Heartland Consultants
Missouri
$3.97M -$68.5K -416 -2%
EWA
39
EP Wealth Advisors
California
$3.77M +$3.74M +22,709 New
AAIM
40
Asset Advisors Investment Management
Georgia
$3.71M -$32.9K -200 -0.9%
Lido Advisors
41
Lido Advisors
California
$3.5M +$12.2K +74 +0.3%
AF
42
ASL Financial
California
$3.39M +$3.37M +20,464 New
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$3.29M -$33.7K -205 -1%
Stifel Financial
44
Stifel Financial
Missouri
$3.23M -$171K -1,037 -5%
Truist Financial
45
Truist Financial
North Carolina
$3.18M +$39.7K +241 +1%
NP
46
NorthRock Partners
Minnesota
$2.81M +$25.3K +154 +0.9%
EIP
47
Ellis Investment Partners
Pennsylvania
$2.74M +$148K +899 +6%
SPIA
48
Steward Partners Investment Advisory
New York
$2.68M +$518K +3,146 +24%
FF
49
Finley Financial
Nevada
$2.65M -$34.6K -210 -1%
CBA
50
Coastal Bridge Advisors
Connecticut
$2.59M -$83.6K -508 -3%