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iShares Dow Jones US ETF
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Overview Fund Activity

253 hedge funds and large institutions have $534M invested in iShares Dow Jones US ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 67 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+4
Holders Change %
+1.61%
% of All Funds
3.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
70
Reduced
67
Closed
14
Calls
$679K
Puts
$15K
Net Calls
+$664K
Net Calls Change
-$112K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$10.6M
2
LPL Financial
2
LPL Financial
California
$49.5M
3
SFC
3
Summit Financial Consulting
Michigan
$2.46M
4
Raymond James Financial
4
Raymond James Financial
Florida
$15.2M
5
Belvedere Trading
5
Belvedere Trading
Illinois
$1.66M

Top Sellers

1
WS
1
Wedbush Securities
California
$365K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.55M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.99M
4
SNWA
4
Siligmueller & Norvid Wealth Advisors
Illinois
$12.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$67.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHBT
151
Burke & Herbert Bank & Trust
Virginia
$371K – – –
WS
152
Wedbush Securities
California
$365K -$5.47M -36,256 -94%
GWM
153
Geneos Wealth Management
Colorado
$363K -$288K -1,907 -44%
PIP
154
Peachtree Investment Partners
Florida
$360K +$905 +6 +0.3%
AP
155
Aspect Partners
Virginia
$353K – – –
CCWM
156
Cassaday & Co Wealth Management
Virginia
$352K – – –
BCM
157
Boreal Capital Management
Florida
$350K +$350K +2,322 New
PWM
158
Penobscot Wealth Management
Maine
$348K – – –
HHRDM
159
H&H Retirement Design & Management
Nevada
$348K +$348K +2,270 New
MWM
160
Melfa Wealth Management
Massachusetts
$343K – – –
HSWM
161
Hubbell Strickland Wealth Management
Louisiana
$342K +$302 +2 +0.1%
KF
162
KKM Financial
Illinois
$342K -$75.3K -499 -18%
NFG
163
Nations Financial Group
Iowa
$340K +$302 +2 +0.1%
SAM
164
SP Asset Management
California
$338K +$905 +6 +0.3%
WCM
165
Washburn Capital Management
Florida
$338K -$131K -870 -28%
MGIA
166
Moneta Group Investment Advisors
Missouri
$335K – – –
YWM
167
Yoder Wealth Management
California
$330K – – –
EL
168
Essex LLC
Illinois
$327K – – –
CHA
169
Cooper/Haims Advisors
New York
$325K – – –
CWA
170
Clarity Wealth Advisors
California
$320K -$12.1K -80 -4%
LFGO
171
Legacy Financial Group (Oklahoma)
Oklahoma
$319K – – –
PS
172
Planned Solutions
California
$318K – – –
KWM
173
Kingsview Wealth Management
Oregon
$317K -$3.92K -26 -1%
BJL
174
Brighton Jones LLC
Washington
$315K – – –
C
175
Certuity
Florida
$310K – – –
5 6
7
8 9