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iShares Dow Jones US ETF

270 hedge funds and large institutions have $638M invested in iShares Dow Jones US ETF in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 74 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:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.86% more ownership

Funds ownership: 21.85%23.71% (+1.9%)

12% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 74

Holders
270
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$398K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCP
101
Guardian Capital (Pennsylvania)
Pennsylvania
$787K
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$784K
TWC
103
TD Waterhouse Canada
Ontario, Canada
$780K
PFPG
104
Pinnacle Financial Partners (Georgia)
Georgia
$756K
ASN
105
Advisory Services Network
Georgia
$747K
MA
106
Mutual Advisors
Nebraska
$742K
SAW
107
Signal Advisors Wealth
Michigan
$738K
ST
108
Smithfield Trust
Pennsylvania
$722K
DSC
109
Daytona Street Capital
Missouri
$703K
Baird Financial Group
110
Baird Financial Group
Wisconsin
$697K
BA
111
Ballew Advisors
Mississippi
$683K
HIG
112
Heritage Investment Group
Florida
$679K
UCFA
113
United Capital Financial Advisors
Texas
$651K
AWM
114
AE Wealth Management
Kansas
$649K
KPWS
115
Kestra Private Wealth Services
Texas
$638K
SFG
116
Sovereign Financial Group
Connecticut
$624K
SCG
117
Sonata Capital Group
Washington
$624K
SW
118
SkyOak Wealth
Michigan
$618K
EWM
119
Empirical Wealth Management
Washington
$610K
LFG
120
Larson Financial Group
Missouri
$598K
CAM
121
Clark Asset Management
New Hampshire
$587K
EAM
122
Evanson Asset Management
California
$568K
WANY
123
Wealthspire Advisors (New York)
New York
$565K
CIA
124
Capital Investment Advisors
Georgia
$560K
CWM
125
CCG Wealth Management
California
$548K