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iShares Dow Jones US ETF

256 hedge funds and large institutions have $580M invested in iShares Dow Jones US ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 68 increasing their positions, 69 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$975K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$392K
GWM
152
Geneos Wealth Management
Colorado
$391K
PIP
153
Peachtree Investment Partners
Florida
$389K
AP
154
Aspect Partners
Virginia
$381K
CCWM
155
Cassaday & Co Wealth Management
Virginia
$379K
HHRDM
156
H&H Retirement Design & Management
Nevada
$377K
PWM
157
Penobscot Wealth Management
Maine
$375K
KF
158
KKM Financial
Illinois
$369K
HSWM
159
Hubbell Strickland Wealth Management
Louisiana
$369K
MWM
160
Melfa Wealth Management
Massachusetts
$369K
NFG
161
Nations Financial Group
Iowa
$367K
SAM
162
SP Asset Management
California
$365K
MGIA
163
Moneta Group Investment Advisors
Missouri
$360K
YWM
164
Yoder Wealth Management
California
$356K
EL
165
Essex LLC
Illinois
$353K
CWA
166
Clarity Wealth Advisors
California
$344K
LFGO
167
Legacy Financial Group (Oklahoma)
Oklahoma
$343K
PS
168
Planned Solutions
California
$342K
C
169
Certuity
Florida
$334K
KWM
170
Kingsview Wealth Management
Oregon
$334K
CHA
171
Cooper/Haims Advisors
New York
$332K
WA
172
Wealthstar Advisors
Texas
$324K
PS
173
Principal Securities
Iowa
$317K
CG
174
Curat Global
New Hampshire
$316K
SCA
175
Sandy Cove Advisors
Massachusetts
$312K