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iShares Dow Jones US ETF

276 hedge funds and large institutions have $597M 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
PWM
151
Penobscot Wealth Management
Maine
$366K
P
152
&Partners
Tennessee
$364K
HSWM
153
Hubbell Strickland Wealth Management
Louisiana
$361K
SCG
154
Sonata Capital Group
Washington
$359K
SAM
155
SP Asset Management
California
$358K
MWM
156
Melfa Wealth Management
Massachusetts
$357K
MGIA
157
Moneta Group Investment Advisors
Missouri
$351K
HHRDM
158
H&H Retirement Design & Management
Nevada
$351K
YWM
159
Yoder Wealth Management
California
$347K
HI
160
Harbour Investments
Wisconsin
$346K
EL
161
Essex LLC
Illinois
$344K
BHBT
162
Burke & Herbert Bank & Trust
Virginia
$343K
LFGO
163
Legacy Financial Group (Oklahoma)
Oklahoma
$335K
PS
164
Planned Solutions
California
$334K
C
165
Certuity
Florida
$326K
KFA
166
Kapstone Financial Advisors
Ohio
$325K
KWM
167
Kingsview Wealth Management
Oregon
$319K
IFG
168
Independent Financial Group
California
$318K
AF
169
Allworth Financial
California
$316K
EWM
170
Edge Wealth Management
New York
$314K
KF
171
KKM Financial
Illinois
$311K
CG
172
Curat Global
New Hampshire
$309K
WA
173
Wealthstar Advisors
Texas
$307K
CHA
174
Cooper/Haims Advisors
New York
$305K
SCA
175
Sandy Cove Advisors
Massachusetts
$305K