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iShares Dow Jones US ETF

276 hedge funds and large institutions have $597M invested in iShares Dow Jones US ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

1% less funds holding

Funds holding: 278276 (-2)

0.84% less ownership

Funds ownership: 23.86%23.03% (-0.84%)

7% less capital invested

Capital invested by funds: $642M → $597M (-$45.9M)

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
-2
Holders Change %
-0.72%
% of All Funds
3.4%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
64
Reduced
87
Closed
17
Calls
$380K
Puts
Net Calls
+$380K
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Change in
Stake
NAS
76
NWF Advisory Services
California
$1.03M
CA
77
Cortland Associates
Missouri
$1.03M
FFS
78
Founders Financial Securities
Maryland
$1.03M +$331 +2 +0%
CWM
79
Centric Wealth Management
Illinois
$1.02M +$1.32K +8 +0.1%
TCIIS
80
TIAA-CREF Individual & Institutional Services
New York
$1.02M +$1.06M +6,420 New
GG
81
GenWealth Group
New Jersey
$1.01M
Kovitz Investment Group Partners
82
Kovitz Investment Group Partners
Illinois
$1M +$2.32K +14 +0.2%
LCGC
83
Legacy Capital Group California
California
$1M +$2.32K +14 +0.2%
WA
84
Waverly Advisors
Alabama
$951K -$24.8K -150 -2%
EH
85
Equitable Holdings
New York
$939K +$99.3K +600 +12%
CBU
86
CIBC Bancorp USA
Illinois
$931K +$972K +5,874 New
OIA
87
OneDigital Investment Advisors
Kansas
$928K -$1.66K -10 -0.2%
RSF
88
Rik Saylor Financial
Ohio
$926K -$18.7K -113 -2%
BNMT
89
Bawa N Mallick Trust
New York
$911K
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$902K -$33.1K -200 -3%
Northern Trust
91
Northern Trust
Illinois
$876K
VFG
92
V2 Financial group
Illinois
$871K -$49.6K -300 -5%
TWC
93
TD Waterhouse Canada
Ontario, Canada
$865K +$118K +715 +15%
BPWM
94
Badgley Phelps Wealth Managers
Washington
$861K
RWM
95
Riverbend Wealth Management
South Carolina
$856K
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
$841K -$24.5K -148 -3%
PP
97
Patten & Patten
Tennessee
$809K
NFP
98
Narus Financial Partners
Utah
$808K
NA
99
NewEdge Advisors
Louisiana
$805K +$8.94K +54 +1%
NWWA
100
New Wave Wealth Advisors
Arkansas
$761K