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iShares Dow Jones US ETF

272 hedge funds and large institutions have $640M invested in iShares Dow Jones US ETF in 2025 Q4 according to their latest regulatory filings, with 33 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:

1.91% more ownership

Funds ownership: 21.85%23.76% (+1.9%)

12% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 74

Holders
272
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
NWWA
101
New Wave Wealth Advisors
Arkansas
$796K
GCP
102
Guardian Capital (Pennsylvania)
Pennsylvania
$787K
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$784K
TWC
104
TD Waterhouse Canada
Ontario, Canada
$780K
PFPG
105
Pinnacle Financial Partners (Georgia)
Georgia
$756K
ASN
106
Advisory Services Network
Georgia
$747K
MA
107
Mutual Advisors
Nebraska
$742K
SAW
108
Signal Advisors Wealth
Michigan
$738K
ST
109
Smithfield Trust
Pennsylvania
$722K
DSC
110
Daytona Street Capital
Missouri
$703K
Baird Financial Group
111
Baird Financial Group
Wisconsin
$697K
BA
112
Ballew Advisors
Mississippi
$683K
HIG
113
Heritage Investment Group
Florida
$679K
UCFA
114
United Capital Financial Advisors
Texas
$651K
AWM
115
AE Wealth Management
Kansas
$649K
KPWS
116
Kestra Private Wealth Services
Texas
$638K
SFG
117
Sovereign Financial Group
Connecticut
$624K
SCG
118
Sonata Capital Group
Washington
$624K
SW
119
SkyOak Wealth
Michigan
$618K
EWM
120
Empirical Wealth Management
Washington
$610K
LFG
121
Larson Financial Group
Missouri
$598K
CAM
122
Clark Asset Management
New Hampshire
$587K
EAM
123
Evanson Asset Management
California
$568K
WANY
124
Wealthspire Advisors (New York)
New York
$565K
CIA
125
Capital Investment Advisors
Georgia
$560K