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iShares Dow Jones US ETF

276 hedge funds and large institutions have $596M invested in iShares Dow Jones US ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 87 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:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

26% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 87

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
276
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
$380K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$11.7M
2 +$8.89M
3 +$4.83M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.53M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.15M

Top Sellers

1 -$29M
2 -$5.33M
3 -$2.88M
4
Morgan Stanley
Morgan Stanley
New York
-$2.23M
5
Goldman Sachs
Goldman Sachs
New York
-$2M
Name Holding Trade Value Shares
Change
Change in
Stake
FPW
126
Fairvoy Private Wealth
Alabama
$522K
FA
127
Fiduciary Alliance
South Carolina
$518K
CIA
128
Capital Investment Advisors
Georgia
$517K
WS
129
Wedbush Securities
California
$510K
ASN
130
Advisory Services Network
Georgia
$504K
CIA
131
Concurrent Investment Advisors
Florida
$498K
US Bancorp
132
US Bancorp
Minnesota
$487K
RWP
133
RWA Wealth Partners
Massachusetts
$482K
MMHP
134
Murphy Middleton Hinkle & Parker
Georgia
$475K
CAM
135
Cresset Asset Management
Illinois
$461K
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$457K
LWP
137
Laurel Wealth Planning
Minnesota
$452K
Vontobel Holding
138
Vontobel Holding
Switzerland
$450K
QCM
139
Quantinno Capital Management
New York
$449K
PWP
140
Private Wealth Partners
California
$447K
LIM
141
Leavell Investment Management
Alabama
$447K
WANY
142
Wealthspire Advisors (New York)
New York
$441K
NFG
143
Nations Financial Group
Iowa
$430K
FPGK
144
Financial Partners Group (Kansas)
Kansas
$430K
GVAG
145
Great Valley Advisor Group
Delaware
$412K
SWGC
146
Summit Wealth Group (Colorado)
Colorado
$406K
AP
147
Aspect Partners
Virginia
$371K
SOAG
148
Silver Oak Advisory Group
Oregon
$370K
CCWM
149
Cassaday & Co Wealth Management
Virginia
$369K
PWM
150
Penobscot Wealth Management
Maine
$366K