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iShares Dow Jones US ETF

276 hedge funds and large institutions have $596M invested in iShares Dow Jones US ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 87 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:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

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
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$380K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$11.7M
2 +$8.89M
3 +$4.83M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.53M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.15M

Top Sellers

1 -$29M
2 -$5.33M
3 -$2.88M
4
Morgan Stanley
Morgan Stanley
New York
-$2.23M
5
Goldman Sachs
Goldman Sachs
New York
-$2M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$2.27M
Mariner
52
Mariner
Kansas
$2.13M
AQR Capital Management
53
AQR Capital Management
Connecticut
$2.12M
SWA
54
Stratos Wealth Advisors
Ohio
$2.09M
Citadel Advisors
55
Citadel Advisors
Florida
$2.06M
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$1.96M
GWS
57
Greykasell Wealth Strategies
California
$1.94M
SIA
58
Sage Investment Advisers
New York
$1.93M
KFP
59
Kerr Financial Planning
California
$1.69M
MAWCM
60
Mine & Arao Wealth Creation & Management
California
$1.68M
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$1.64M
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$1.59M
KWM
63
Kaydan Wealth Management
Michigan
$1.47M
IWM
64
IHT Wealth Management
Illinois
$1.46M
Brown Advisory
65
Brown Advisory
Maryland
$1.43M
KLI
66
Kelman-Lazarov Inc
Tennessee
$1.4M
FFA
67
Farther Finance Advisors
California
$1.39M
MML Investors Services
68
MML Investors Services
Massachusetts
$1.29M
Fayez Sarofim & Co
69
Fayez Sarofim & Co
Texas
$1.27M
Jones Financial Companies
70
Jones Financial Companies
Missouri
$1.17M
CFB
71
Cullen/Frost Bankers
Texas
$1.16M
NPFS
72
Novak & Powell Financial Services
Florida
$1.16M
CWIG
73
Chung Wu Investment Group
Texas
$1.14M
MC
74
Mathes Company
New York
$1.09M
IWA
75
IBEX Wealth Advisors
New Jersey
$1.05M