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iShares Dow Jones US ETF
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Overview Fund Activity

249 hedge funds and large institutions have $479M invested in iShares Dow Jones US ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
-10
Holders Change %
-3.86%
% of All Funds
3.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
57
Reduced
78
Closed
19
Calls
$776K
Puts
–
Net Calls
+$776K
Net Calls Change
-$11K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.74M
2
CBA
Coastal Bridge Advisors
Connecticut
+$2.31M
3
Lido Advisors
Lido Advisors
California
+$1.86M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.74M
5
Goldman Sachs
Goldman Sachs
New York
+$1.56M

Top Sellers

1
SFS
Sharp Financial Services
Pennsylvania
-$19.7M
2
Ameriprise
Ameriprise
Minnesota
-$16.6M
3
IWA
IBEX Wealth Advisors
New Jersey
-$4.61M
4
EP
Essential Planning
New Hampshire
-$3.92M
5
Bank of America
Bank of America
North Carolina
-$3.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
101
TD Waterhouse Canada
Ontario, Canada
$683K -$52.4K -384 -7%
GVAG
102
Great Valley Advisor Group
Delaware
$669K -$5.72K -42 -0.8%
GS
103
GTS Securities
New York
$664K +$664K +4,877 New
CWM
104
Congress Wealth Management
Massachusetts
$660K -$120K -880 -15%
UCFA
105
United Capital Financial Advisors
Texas
$632K -$817 -6 -0.1%
OAS
106
Optivise Advisory Services
Tennessee
$627K – – –
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$620K +$27.1K +199 +5%
BA
108
Ballew Advisors
Mississippi
$616K – – –
SF
109
Synovus Financial
Georgia
$607K +$1.23K +9 +0.2%
ST
110
Smithfield Trust
Pennsylvania
$593K – – –
GWM
111
Geneos Wealth Management
Colorado
$587K +$328K +2,407 +126%
KPWS
112
Kestra Private Wealth Services
Texas
$582K -$2.45K -18 -0.4%
ASN
113
Advisory Services Network
Georgia
$566K +$199K +1,461 +54%
Corient Private Wealth
114
Corient Private Wealth
Florida
$565K +$681 +5 +0.1%
HIG
115
Heritage Investment Group
Florida
$557K – – –
AQR Capital Management
116
AQR Capital Management
Connecticut
$549K +$1.36K +10 +0.2%
SFG
117
Sovereign Financial Group
Connecticut
$541K – – –
EWM
118
Empirical Wealth Management
Washington
$514K – – –
Baird Financial Group
119
Baird Financial Group
Wisconsin
$498K – – –
PGAM
120
Princeton Global Asset Management
New Jersey
$490K – – –
LFG
121
Larson Financial Group
Missouri
$487K +$953 +7 +0.2%
Jones Financial Companies
122
Jones Financial Companies
Missouri
$477K +$125K +921 +35%
EH
123
Equitable Holdings
New York
$472K +$41.9K +308 +10%
CIA
124
Concurrent Investment Advisors
Florida
$471K -$8.3K -61 -2%
EAM
125
Evanson Asset Management
California
$462K +$1.23K +9 +0.3%
3 4
5
6 7