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iShares Dow Jones US ETF

255 hedge funds and large institutions have $580M invested in iShares Dow Jones US ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 68 increasing their positions, 68 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$975K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWWA
101
New Wave Wealth Advisors
Arkansas
$780K
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$768K
SF
103
Synovus Financial
Georgia
$740K
FDCDDQ
104
Federation des caisses Desjardins du Quebec
Quebec, Canada
$738K
WS
105
Wedbush Securities
California
$734K
ST
106
Smithfield Trust
Pennsylvania
$708K
EWM
107
Empirical Wealth Management
Washington
$695K
Jones Financial Companies
108
Jones Financial Companies
Missouri
$688K
Baird Financial Group
109
Baird Financial Group
Wisconsin
$683K
BJL
110
Brighton Jones LLC
Washington
$678K
UCFA
111
United Capital Financial Advisors
Texas
$678K
AWM
112
AE Wealth Management
Kansas
$676K
BA
113
Ballew Advisors
Mississippi
$666K
HIG
114
Heritage Investment Group
Florida
$665K
KPWS
115
Kestra Private Wealth Services
Texas
$658K
SW
116
SkyOak Wealth
Michigan
$632K
SAW
117
Signal Advisors Wealth
Michigan
$612K
SFG
118
Sovereign Financial Group
Connecticut
$612K
PGAM
119
Princeton Global Asset Management
New Jersey
$585K
LFG
120
Larson Financial Group
Missouri
$584K
CAM
121
Clark Asset Management
New Hampshire
$575K
EAM
122
Evanson Asset Management
California
$555K
CWM
123
CCG Wealth Management
California
$537K
FPW
124
Fairvoy Private Wealth
Alabama
$535K
CIA
125
Concurrent Investment Advisors
Florida
$533K