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iShares Dow Jones US ETF

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

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

27% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 78

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
249
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$776K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.74M
2 +$2.31M
3 +$1.86M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.74M
5
Goldman Sachs
Goldman Sachs
New York
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
GG
76
GenWealth Group
New Jersey
$889K
NAS
77
NWF Advisory Services
California
$889K
CA
78
Cortland Associates
Missouri
$885K
CWIG
79
Chung Wu Investment Group
Texas
$867K
CWM
80
Centric Wealth Management
Illinois
$865K
PFP
81
Pinnacle Financial Partners
Tennessee
$842K
OIA
82
OneDigital Investment Advisors
Kansas
$841K
RSF
83
Rik Saylor Financial
Ohio
$839K
FFS
84
Founders Financial Securities
Maryland
$833K
BTWM
85
Brass Tax Wealth Management
Ohio
$817K
VFG
86
V2 Financial group
Illinois
$789K
JWCA
87
J.W. Cole Advisors
Florida
$787K
NA
88
NewEdge Advisors
Louisiana
$773K
FFA
89
Farther Finance Advisors
California
$770K
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$769K
CIBC Private Wealth Group
91
CIBC Private Wealth Group
Georgia
$759K
SCG
92
Sonata Capital Group
Washington
$755K
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$740K
BPWM
94
Badgley Phelps Wealth Managers
Washington
$740K
FIA
95
Foundations Investment Advisors
Arizona
$737K
RWM
96
Riverbend Wealth Management
South Carolina
$735K
TRCT
97
Tower Research Capital (TRC)
New York
$707K
Northern Trust
98
Northern Trust
Illinois
$695K
NFP
99
Narus Financial Partners
Utah
$694K
AWM
100
AE Wealth Management
Kansas
$694K