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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
FPW
126
Fairvoy Private Wealth
Alabama
$546K
WIM
127
Westside Investment Management
California
$538K
WS
128
Wedbush Securities
California
$534K
CIA
129
Concurrent Investment Advisors
Florida
$533K
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$522K
US Bancorp
131
US Bancorp
Minnesota
$519K
Corient Private Wealth
132
Corient Private Wealth
Florida
$518K
TFCP
133
Twin Focus Capital Partners
Massachusetts
$506K
RWP
134
RWA Wealth Partners
Massachusetts
$505K
FA
135
Fiduciary Alliance
South Carolina
$503K
QCM
136
Quantinno Capital Management
New York
$495K
LWP
137
Laurel Wealth Planning
Minnesota
$473K
PWP
138
Private Wealth Partners
California
$468K
LIM
139
Leavell Investment Management
Alabama
$467K
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$459K
FPGK
141
Financial Partners Group (Kansas)
Kansas
$456K
NFG
142
Nations Financial Group
Iowa
$450K
GVAG
143
Great Valley Advisor Group
Delaware
$434K
KeyBank National Association
144
KeyBank National Association
Ohio
$431K
SA
145
Sanctuary Advisors
Indiana
$401K
SOAG
146
Silver Oak Advisory Group
Oregon
$400K
PIP
147
Peachtree Investment Partners
Florida
$398K
BHBT
148
Burke & Herbert Bank & Trust
Virginia
$395K
AP
149
Aspect Partners
Virginia
$388K
CCWM
150
Cassaday & Co Wealth Management
Virginia
$387K