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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
AssetMark Inc
126
AssetMark Inc
California
$458K
CWM
127
CCG Wealth Management
California
$449K
FPW
128
Fairvoy Private Wealth
Alabama
$448K
CIA
129
Capital Investment Advisors
Georgia
$448K
WGC
130
Watts Gwilliam & Co
Arizona
$426K
RWP
131
RWA Wealth Partners
Massachusetts
$425K
WCM
132
Washburn Capital Management
Florida
$423K
TFCP
133
Twin Focus Capital Partners
Massachusetts
$415K
FA
134
Fiduciary Alliance
South Carolina
$410K
MMHP
135
Murphy Middleton Hinkle & Parker
Georgia
$408K
FCH
136
Freestone Capital Holdings
Washington
$403K
WIM
137
Westside Investment Management
California
$394K
LWP
138
Laurel Wealth Planning
Minnesota
$388K
Members Trust
139
Members Trust
Florida
$387K
PWP
140
Private Wealth Partners
California
$384K
LIM
141
Leavell Investment Management
Alabama
$384K
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$379K
KF
143
KKM Financial
Illinois
$377K
QCM
144
Quantinno Capital Management
New York
$376K
FPGK
145
Financial Partners Group (Kansas)
Kansas
$369K
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$368K
EWM
147
Edge Wealth Management
New York
$361K
IA
148
IFP Advisors
Florida
$360K
SOAG
149
Silver Oak Advisory Group
Oregon
$356K
MYIA
150
Mount Yale Investment Advisors
Colorado
$350K