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iShares Dow Jones US ETF

249 hedge funds and large institutions have $479M invested in iShares Dow Jones US ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
-10
Holders Change %
-3.86%
% of All Funds
3.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
57
Reduced
78
Closed
19
Calls
$776K
Puts
Net Calls
+$776K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Shares
Change %
BHBT
151
Burke & Herbert Bank & Trust
Virginia
$335K -$96.4K -708 -22%
GLR
152
Great Lakes Retirement
Ohio
$325K -$2.72K -20 -0.8%
PIP
153
Peachtree Investment Partners
Florida
$324K +$324K +2,383 New
SAW
154
Signal Advisors Wealth
Michigan
$322K -$79.1K -581 -20%
US Bancorp
155
US Bancorp
Minnesota
$322K -$1.77K -13 -0.5%
AP
156
Aspect Partners
Virginia
$319K
CCWM
157
Cassaday & Co Wealth Management
Virginia
$317K
SW
158
SkyOak Wealth
Michigan
$315K
PWM
159
Penobscot Wealth Management
Maine
$314K
MWM
160
Melfa Wealth Management
Massachusetts
$309K
HSWM
161
Hubbell Strickland Wealth Management
Louisiana
$309K +$272 +2 +0.1%
PS
162
Principal Securities
Iowa
$308K
NFG
163
Nations Financial Group
Iowa
$307K +$272 +2 +0.1%
SAM
164
SP Asset Management
California
$304K +$681 +5 +0.2%
MGIA
165
Moneta Group Investment Advisors
Missouri
$302K +$2.45K +18 +0.8%
CWA
166
Clarity Wealth Advisors
California
$299K
YWM
167
Yoder Wealth Management
California
$298K
EL
168
Essex LLC
Illinois
$295K
CHA
169
Cooper/Haims Advisors
New York
$293K -$10.3K -76 -3%
KWM
170
Kingsview Wealth Management
Oregon
$289K -$2.72K -20 -0.9%
LFGO
171
Legacy Financial Group (Oklahoma)
Oklahoma
$287K
PS
172
Planned Solutions
California
$287K
BPA
173
Beacon Pointe Advisors
California
$284K
BJL
174
Brighton Jones LLC
Washington
$284K
C
175
Certuity
Florida
$280K