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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 21 funds opening new positions, 64 increasing their positions, 87 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:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

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
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$380K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$11.7M
2 +$8.89M
3 +$4.83M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.53M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.15M

Top Sellers

1 -$29M
2 -$5.33M
3 -$2.88M
4
Morgan Stanley
Morgan Stanley
New York
-$2.23M
5
Goldman Sachs
Goldman Sachs
New York
-$2M
Name Holding Trade Value Shares
Change
Change in
Stake
PFPG
101
Pinnacle Financial Partners (Georgia)
Georgia
$755K
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$734K
BPA
103
Beacon Pointe Advisors
California
$712K
WIM
104
Westside Investment Management
California
$704K
HAG
105
HighPoint Advisor Group
Illinois
$702K
ST
106
Smithfield Trust
Pennsylvania
$690K
DSC
107
Daytona Street Capital
Missouri
$680K
Corient Private Wealth
108
Corient Private Wealth
Florida
$678K
Baird Financial Group
109
Baird Financial Group
Wisconsin
$666K
MA
110
Mutual Advisors
Nebraska
$658K
HIG
111
Heritage Investment Group
Florida
$649K
GCP
112
Guardian Capital (Pennsylvania)
Pennsylvania
$632K
UCFA
113
United Capital Financial Advisors
Texas
$628K
TFCP
114
Twin Focus Capital Partners
Massachusetts
$612K
KPWS
115
Kestra Private Wealth Services
Texas
$609K
SFG
116
Sovereign Financial Group
Connecticut
$591K
SW
117
SkyOak Wealth
Michigan
$591K
EWM
118
Empirical Wealth Management
Washington
$583K
LFG
119
Larson Financial Group
Missouri
$572K
BA
120
Ballew Advisors
Mississippi
$568K
CAM
121
Clark Asset Management
New Hampshire
$561K
SAW
122
Signal Advisors Wealth
Michigan
$557K
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$552K
EAM
124
Evanson Asset Management
California
$544K
AWM
125
AE Wealth Management
Kansas
$538K