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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
EAM
126
Evanson Asset Management
California
$568K +$1.65K +10 +0.3%
WANY
127
Wealthspire Advisors (New York)
New York
$565K +$288K +1,753 +106%
CIA
128
Capital Investment Advisors
Georgia
$560K +$16.3K +99 +3%
CWM
129
CCG Wealth Management
California
$548K
FPW
130
Fairvoy Private Wealth
Alabama
$546K
WIM
131
Westside Investment Management
California
$538K +$45.3K +275 +9%
WS
132
Wedbush Securities
California
$534K -$214K -1,301 -29%
CIA
133
Concurrent Investment Advisors
Florida
$533K -$11.2K -68 -2%
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$522K +$823 +5 +0.2%
US Bancorp
135
US Bancorp
Minnesota
$519K -$6.25K -38 -1%
TFCP
136
Twin Focus Capital Partners
Massachusetts
$506K
RWP
137
RWA Wealth Partners
Massachusetts
$505K +$5.92K +36 +1%
FA
138
Fiduciary Alliance
South Carolina
$503K +$1.48K +9 +0.3%
QCM
139
Quantinno Capital Management
New York
$495K +$36.7K +223 +8%
LWP
140
Laurel Wealth Planning
Minnesota
$473K
PWP
141
Private Wealth Partners
California
$468K
LIM
142
Leavell Investment Management
Alabama
$467K
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$459K -$2.3K -14 -0.5%
FPGK
144
Financial Partners Group (Kansas)
Kansas
$456K
NFG
145
Nations Financial Group
Iowa
$450K +$74.9K +455 +20%
GVAG
146
Great Valley Advisor Group
Delaware
$434K -$11.2K -68 -3%
KeyBank National Association
147
KeyBank National Association
Ohio
$431K -$61.7K -375 -13%
IFG
148
Independent Financial Group
California
$422K
SA
149
Sanctuary Advisors
Indiana
$401K +$2.8K +17 +0.7%
SOAG
150
Silver Oak Advisory Group
Oregon
$400K -$20.2K -123 -5%