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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
NAS
76
NWF Advisory Services
California
$1.08M
CA
77
Cortland Associates
Missouri
$1.08M
GG
78
GenWealth Group
New Jersey
$1.07M
Jones Financial Companies
79
Jones Financial Companies
Missouri
$1.05M +$340K +2,067 +49%
Kovitz Investment Group Partners
80
Kovitz Investment Group Partners
Illinois
$1.05M -$1.29M -7,859 -55%
LCGC
81
Legacy Capital Group California
California
$1.05M +$1.04M +6,327 New
FFS
82
Founders Financial Securities
Maryland
$1.03M -$9.38K -57 -0.9%
WA
83
Waverly Advisors
Alabama
$1.02M +$1.01M +6,150 New
CWM
84
Centric Wealth Management
Illinois
$988K +$987 +6 +0.1%
RSF
85
Rik Saylor Financial
Ohio
$988K -$30.4K -185 -3%
National Bank of Canada
86
National Bank of Canada
Quebec, Canada
$978K -$181K -1,100 -16%
OIA
87
OneDigital Investment Advisors
Kansas
$973K
VFG
88
V2 Financial group
Illinois
$962K
BNMT
89
Bawa N Mallick Trust
New York
$953K
Northern Trust
90
Northern Trust
Illinois
$917K -$51K -310 -5%
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$905K +$151K +918 +20%
AFG
92
Atomi Financial Group
New York
$902K
BPWM
93
Badgley Phelps Wealth Managers
Washington
$901K
RWM
94
Riverbend Wealth Management
South Carolina
$895K
CWIG
95
Chung Wu Investment Group
Texas
$866K
FFA
96
Farther Finance Advisors
California
$862K -$22.4K -136 -3%
JWCA
97
J.W. Cole Advisors
Florida
$848K -$48.7K -296 -5%
PP
98
Patten & Patten
Tennessee
$847K
NFP
99
Narus Financial Partners
Utah
$846K
EH
100
Equitable Holdings
New York
$840K +$25.5K +155 +3%