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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 %
HighTower Advisors
51
HighTower Advisors
Illinois
$1.89M -$35.5K -261 -2%
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$1.71M -$297K -2,180 -15%
SPIA
53
Steward Partners Investment Advisory
New York
$1.71M +$52.9K +389 +3%
TNB
54
Thomasville National Bank
Georgia
$1.68M -$27.9K -205 -2%
EIP
55
Ellis Investment Partners
Pennsylvania
$1.6M -$4.08K -30 -0.3%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$1.51M -$12.7K -93 -0.8%
MAWCM
57
Mine & Arao Wealth Creation & Management
California
$1.49M -$10.9K -80 -0.7%
NC
58
NewSquare Capital
Pennsylvania
$1.33M -$268K -1,968 -17%
IWM
59
IHT Wealth Management
Illinois
$1.27M +$240K +1,764 +23%
SMA
60
Seven Mile Advisory
New Jersey
$1.27M – – –
KWM
61
Kaydan Wealth Management
Michigan
$1.26M – – –
Brown Advisory
62
Brown Advisory
Maryland
$1.22M -$91.6K -673 -7%
MC
63
Mathes Company
New York
$1.21M -$13.6K -100 -1%
KLI
64
Kelman-Lazarov Inc
Tennessee
$1.21M +$2.86K +21 +0.2%
SPC
65
Sigma Planning Corp
Michigan
$1.17M -$44.2K -325 -4%
NWWA
66
New Wave Wealth Advisors
Arkansas
$1.1M -$137K -1,006 -11%
Fayez Sarofim & Co
67
Fayez Sarofim & Co
Texas
$1.09M – – –
BlackRock
68
BlackRock
New York
$1.03M – – –
NPFS
69
Novak & Powell Financial Services
Florida
$998K – – –
CFB
70
Cullen/Frost Bankers
Texas
$990K +$2.59K +19 +0.3%
MML Investors Services
71
MML Investors Services
Massachusetts
$989K +$4.22K +31 +0.4%
TIAA Trust, National Association
72
TIAA Trust, National Association
North Carolina
$979K -$19.3K -142 -2%
National Bank of Canada
73
National Bank of Canada
Quebec, Canada
$950K -$7.62K -56 -0.8%
DC
74
Davenport & Co
Virginia
$947K -$9.53K -70 -1%
MA
75
Mutual Advisors
Nebraska
$931K -$18.8K -140 -2%
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