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iShares Dow Jones US ETF

278 hedge funds and large institutions have $642M invested in iShares Dow Jones US ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 66 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $583M → $642M (+$59.1M)

6% more funds holding

Funds holding: 262278 (+16)

1.97% more ownership

Funds ownership: 21.9%23.86% (+2%)

10% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 73

Holders
278
Holders Change
+16
Holders Change %
+6.11%
% of All Funds
3.38%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
37
Increased
66
Reduced
73
Closed
17
Calls
$398K
Puts
Net Calls
+$398K
Net Calls Change
-$577K
Name Holding Trade Value Shares
Change
Change in
Stake
NA
101
NewEdge Advisors
Louisiana
$833K -$91K -553 -10%
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$822K -$133K -810 -14%
NWWA
103
New Wave Wealth Advisors
Arkansas
$796K
GCP
104
Guardian Capital (Pennsylvania)
Pennsylvania
$787K +$781K +4,747 New
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$784K +$329 +2 +0%
TWC
106
TD Waterhouse Canada
Ontario, Canada
$780K -$40K -243 -5%
PFPG
107
Pinnacle Financial Partners (Georgia)
Georgia
$756K +$750K +4,560 New
ASN
108
Advisory Services Network
Georgia
$747K -$121K -737 -14%
MA
109
Mutual Advisors
Nebraska
$742K -$64K -389 -8%
SAW
110
Signal Advisors Wealth
Michigan
$738K +$113K +684 +18%
HAG
111
HighPoint Advisor Group
Illinois
$723K +$718K +4,361 New
ST
112
Smithfield Trust
Pennsylvania
$722K
DSC
113
Daytona Street Capital
Missouri
$703K +$698K +4,240 New
Baird Financial Group
114
Baird Financial Group
Wisconsin
$697K
BA
115
Ballew Advisors
Mississippi
$683K -$13.2K -80 -2%
HIG
116
Heritage Investment Group
Florida
$679K
UCFA
117
United Capital Financial Advisors
Texas
$651K -$40K -243 -6%
AWM
118
AE Wealth Management
Kansas
$649K -$41K -249 -6%
KPWS
119
Kestra Private Wealth Services
Texas
$638K -$32.7K -199 -5%
SFG
120
Sovereign Financial Group
Connecticut
$624K
SCG
121
Sonata Capital Group
Washington
$624K -$347K -2,110 -36%
SW
122
SkyOak Wealth
Michigan
$618K -$26.3K -160 -4%
EWM
123
Empirical Wealth Management
Washington
$610K -$98.7K -600 -14%
LFG
124
Larson Financial Group
Missouri
$598K +$1.48K +9 +0.3%
CAM
125
Clark Asset Management
New Hampshire
$587K