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iShares Dow Jones US ETF

255 hedge funds and large institutions have $536M invested in iShares Dow Jones US ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 249255 (+6)

3% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 68

0.24% less ownership

Funds ownership: 21.86%21.62% (-0.24%)

Holders
255
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
$679K
Puts
$15K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
CCG Wealth Management
California
$498K
FPW
127
Fairvoy Private Wealth
Alabama
$497K
CIA
128
Capital Investment Advisors
Georgia
$494K
WGC
129
Watts Gwilliam & Co
Arizona
$493K
US Bancorp
130
US Bancorp
Minnesota
$478K
Jones Financial Companies
131
Jones Financial Companies
Missouri
$477K
RWP
132
RWA Wealth Partners
Massachusetts
$471K
TFCP
133
Twin Focus Capital Partners
Massachusetts
$460K
FA
134
Fiduciary Alliance
South Carolina
$456K
WIM
135
Westside Investment Management
California
$448K
FCH
136
Freestone Capital Holdings
Washington
$447K
FDCDDQ
137
Federation des caisses Desjardins du Quebec
Quebec, Canada
$438K
LWP
138
Laurel Wealth Planning
Minnesota
$431K
PWP
139
Private Wealth Partners
California
$425K
LIM
140
Leavell Investment Management
Alabama
$425K
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$420K
QCM
142
Quantinno Capital Management
New York
$417K
WIA
143
World Investment Advisors
California
$415K
GVAG
144
Great Valley Advisor Group
Delaware
$412K
WA
145
Wealthstar Advisors
Texas
$411K
CCA
146
Cobblestone Capital Advisors
New York
$409K
FPGK
147
Financial Partners Group (Kansas)
Kansas
$409K
MMHP
148
Murphy Middleton Hinkle & Parker
Georgia
$408K
KeyBank National Association
149
KeyBank National Association
Ohio
$402K
EWM
150
Edge Wealth Management
New York
$401K