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iShares Dow Jones US ETF

276 hedge funds and large institutions have $596M 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
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$734K
BPA
102
Beacon Pointe Advisors
California
$712K
WIM
103
Westside Investment Management
California
$704K
HAG
104
HighPoint Advisor Group
Illinois
$702K
ST
105
Smithfield Trust
Pennsylvania
$690K
DSC
106
Daytona Street Capital
Missouri
$680K
Corient Private Wealth
107
Corient Private Wealth
Florida
$678K
Baird Financial Group
108
Baird Financial Group
Wisconsin
$666K
MA
109
Mutual Advisors
Nebraska
$658K
HIG
110
Heritage Investment Group
Florida
$649K
GCP
111
Guardian Capital (Pennsylvania)
Pennsylvania
$632K
UCFA
112
United Capital Financial Advisors
Texas
$628K
TFCP
113
Twin Focus Capital Partners
Massachusetts
$612K
KPWS
114
Kestra Private Wealth Services
Texas
$609K
SFG
115
Sovereign Financial Group
Connecticut
$591K
SW
116
SkyOak Wealth
Michigan
$591K
EWM
117
Empirical Wealth Management
Washington
$583K
LFG
118
Larson Financial Group
Missouri
$572K
BA
119
Ballew Advisors
Mississippi
$568K
CAM
120
Clark Asset Management
New Hampshire
$561K
SAW
121
Signal Advisors Wealth
Michigan
$557K
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$552K
EAM
123
Evanson Asset Management
California
$544K
AWM
124
AE Wealth Management
Kansas
$538K
CWM
125
CCG Wealth Management
California
$523K