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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
HighTower Advisors
51
HighTower Advisors
Illinois
$2.4M +$105K +637 +5%
SWA
52
Stratos Wealth Advisors
Ohio
$2.34M -$52.8K -321 -2%
RWM
53
Ritholtz Wealth Management
New York
$2.34M
AQR Capital Management
54
AQR Capital Management
Connecticut
$2.3M +$377K +2,292 +20%
Mariner
55
Mariner
Kansas
$2.09M -$8.56K -52 -0.4%
GWS
56
Greykasell Wealth Strategies
California
$2.04M -$95.6K -581 -5%
SIA
57
Sage Investment Advisers
New York
$2M +$1.99M +12,071 New
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$1.93M +$15K +91 +0.8%
SPC
59
Sigma Planning Corp
Michigan
$1.8M +$45.4K +276 +3%
MAWCM
60
Mine & Arao Wealth Creation & Management
California
$1.77M -$13K -79 -0.7%
TNB
61
Thomasville National Bank
Georgia
$1.72M -$52.7K -320 -3%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$1.61M +$1.21M +7,325 +304%
KFP
63
Kerr Financial Planning
California
$1.57M +$334K +2,032 +27%
IWM
64
IHT Wealth Management
Illinois
$1.55M +$823 +5 +0.1%
KWM
65
Kaydan Wealth Management
Michigan
$1.54M
Brown Advisory
66
Brown Advisory
Maryland
$1.49M
KLI
67
Kelman-Lazarov Inc
Tennessee
$1.47M -$3.13K -19 -0.2%
Fayez Sarofim & Co
68
Fayez Sarofim & Co
Texas
$1.33M
TIAA Trust, National Association
69
TIAA Trust, National Association
North Carolina
$1.31M -$1.15K -7 -0.1%
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$1.27M +$116K +707 +10%
Corient Private Wealth
71
Corient Private Wealth
Florida
$1.22M +$695K +4,225 +135%
CFB
72
Cullen/Frost Bankers
Texas
$1.22M +$3.62K +22 +0.3%
NPFS
73
Novak & Powell Financial Services
Florida
$1.22M
MML Investors Services
74
MML Investors Services
Massachusetts
$1.21M -$165 -1 -0%
MC
75
Mathes Company
New York
$1.14M -$329K -2,000 -22%