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iShares Dow Jones US ETF

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

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

27% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 78

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
249
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$776K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.74M
2 +$2.31M
3 +$1.86M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.74M
5
Goldman Sachs
Goldman Sachs
New York
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
101
TD Waterhouse Canada
Ontario, Canada
$683K
GVAG
102
Great Valley Advisor Group
Delaware
$669K
GS
103
GTS Securities
New York
$664K
CWM
104
Congress Wealth Management
Massachusetts
$660K
UCFA
105
United Capital Financial Advisors
Texas
$632K
OAS
106
Optivise Advisory Services
Tennessee
$627K
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$620K
BA
108
Ballew Advisors
Mississippi
$616K
SF
109
Synovus Financial
Georgia
$607K
ST
110
Smithfield Trust
Pennsylvania
$593K
GWM
111
Geneos Wealth Management
Colorado
$587K
KPWS
112
Kestra Private Wealth Services
Texas
$582K
ASN
113
Advisory Services Network
Georgia
$566K
Corient Private Wealth
114
Corient Private Wealth
Florida
$565K
HIG
115
Heritage Investment Group
Florida
$557K
AQR Capital Management
116
AQR Capital Management
Connecticut
$549K
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
Jones Financial Companies
122
Jones Financial Companies
Missouri
$477K
EH
123
Equitable Holdings
New York
$472K
CIA
124
Concurrent Investment Advisors
Florida
$471K
EAM
125
Evanson Asset Management
California
$462K