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iShares Dow Jones US ETF

270 hedge funds and large institutions have $638M invested in iShares Dow Jones US ETF in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.86% more ownership

Funds ownership: 21.85%23.71% (+1.9%)

12% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 74

Holders
270
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$398K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$2.4M
SWA
52
Stratos Wealth Advisors
Ohio
$2.34M
RWM
53
Ritholtz Wealth Management
New York
$2.34M
AQR Capital Management
54
AQR Capital Management
Connecticut
$2.3M
Mariner
55
Mariner
Kansas
$2.09M
GWS
56
Greykasell Wealth Strategies
California
$2.04M
SIA
57
Sage Investment Advisers
New York
$2M
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$1.93M
SPC
59
Sigma Planning Corp
Michigan
$1.8M
MAWCM
60
Mine & Arao Wealth Creation & Management
California
$1.77M
TNB
61
Thomasville National Bank
Georgia
$1.72M
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$1.61M
KFP
63
Kerr Financial Planning
California
$1.57M
IWM
64
IHT Wealth Management
Illinois
$1.55M
KWM
65
Kaydan Wealth Management
Michigan
$1.54M
Brown Advisory
66
Brown Advisory
Maryland
$1.49M
KLI
67
Kelman-Lazarov Inc
Tennessee
$1.47M
Fayez Sarofim & Co
68
Fayez Sarofim & Co
Texas
$1.33M
TIAA Trust, National Association
69
TIAA Trust, National Association
North Carolina
$1.31M
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$1.27M
CFB
71
Cullen/Frost Bankers
Texas
$1.22M
NPFS
72
Novak & Powell Financial Services
Florida
$1.22M
MML Investors Services
73
MML Investors Services
Massachusetts
$1.21M
MC
74
Mathes Company
New York
$1.14M
CA
75
Cortland Associates
Missouri
$1.08M