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iShares Dow Jones US ETF

274 hedge funds and large institutions have $641M invested in iShares Dow Jones US ETF in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 66 increasing their positions, 73 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:

1.94% more ownership

Funds ownership: 21.88%23.82% (+1.9%)

10% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 73

Holders
274
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
WANY
126
Wealthspire Advisors (New York)
New York
$565K
CIA
127
Capital Investment Advisors
Georgia
$560K
CWM
128
CCG Wealth Management
California
$548K
FPW
129
Fairvoy Private Wealth
Alabama
$546K
WIM
130
Westside Investment Management
California
$538K
WS
131
Wedbush Securities
California
$534K
CIA
132
Concurrent Investment Advisors
Florida
$533K
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$522K
US Bancorp
134
US Bancorp
Minnesota
$519K
TFCP
135
Twin Focus Capital Partners
Massachusetts
$506K
RWP
136
RWA Wealth Partners
Massachusetts
$505K
FA
137
Fiduciary Alliance
South Carolina
$503K
QCM
138
Quantinno Capital Management
New York
$495K
LWP
139
Laurel Wealth Planning
Minnesota
$473K
PWP
140
Private Wealth Partners
California
$468K
LIM
141
Leavell Investment Management
Alabama
$467K
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$459K
FPGK
143
Financial Partners Group (Kansas)
Kansas
$456K
NFG
144
Nations Financial Group
Iowa
$450K
GVAG
145
Great Valley Advisor Group
Delaware
$434K
KeyBank National Association
146
KeyBank National Association
Ohio
$431K
SA
147
Sanctuary Advisors
Indiana
$401K
SOAG
148
Silver Oak Advisory Group
Oregon
$400K
PIP
149
Peachtree Investment Partners
Florida
$398K
BHBT
150
Burke & Herbert Bank & Trust
Virginia
$395K