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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
Fifth Third Bancorp
26
Fifth Third Bancorp
Ohio
$4.68M +$4.83M +29,179 +8,151%
Focus Partners Wealth
27
Focus Partners Wealth
Massachusetts
$4.66M -$111K -671 -2%
AFG
28
Arkansas Financial Group
Arkansas
$4.61M +$321K +1,939 +7%
MFG
29
Merit Financial Group
Georgia
$4.56M +$47.2K +285 +1%
MCC
30
Money Concepts Capital
Florida
$4.49M -$44.3K -268 -0.9%
DCA
31
DSG Capital Advisors
Minnesota
$3.93M
PAG
32
Private Advisor Group
New Jersey
$3.93M -$52K -314 -1%
Goldman Sachs
33
Goldman Sachs
New York
$3.88M -$2M -12,100 -33%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$3.88M +$766K +4,632 +23%
JP Morgan Chase
35
JP Morgan Chase
New York
$3.88M +$24.8K +150 +0.6%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$3.84M +$12.1K +73 +0.3%
FHC
37
First Heartland Consultants
Missouri
$3.73M -$62.5K -378 -2%
EWA
38
EP Wealth Advisors
California
$3.57M -$29K -175 -0.8%
AAIM
39
Asset Advisors Investment Management
Georgia
$3.49M -$50.5K -305 -1%
Lido Advisors
40
Lido Advisors
California
$3.34M -$77.9K -471 -2%
AF
41
ASL Financial
California
$3.23M -$12.2K -74 -0.4%
Stifel Financial
42
Stifel Financial
Missouri
$3.17M +$90.8K +549 +3%
RWM
43
Ritholtz Wealth Management
New York
$3.1M +$899K +5,435 +39%
Truist Financial
44
Truist Financial
North Carolina
$3.03M -$7.45K -45 -0.2%
EIP
45
Ellis Investment Partners
Pennsylvania
$2.65M +$28.6K +173 +1%
NP
46
NorthRock Partners
Minnesota
$2.61M -$73.8K -446 -3%
SPC
47
Sigma Planning Corp
Michigan
$2.59M +$902K +5,453 +50%
SPIA
48
Steward Partners Investment Advisory
New York
$2.46M -$103K -623 -4%
CBA
49
Coastal Bridge Advisors
Connecticut
$2.43M -$49.6K -300 -2%
FF
50
Finley Financial
Nevada
$2.38M -$160K -970 -6%