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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

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

27% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 78

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
249
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$776K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.74M
2 +$2.31M
3 +$1.86M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.74M
5
Goldman Sachs
Goldman Sachs
New York
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
151
Burke & Herbert Bank & Trust
Virginia
$335K
GLR
152
Great Lakes Retirement
Ohio
$325K
PIP
153
Peachtree Investment Partners
Florida
$324K
SAW
154
Signal Advisors Wealth
Michigan
$322K
US Bancorp
155
US Bancorp
Minnesota
$322K
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
PS
162
Principal Securities
Iowa
$308K
NFG
163
Nations Financial Group
Iowa
$307K
SAM
164
SP Asset Management
California
$304K
MGIA
165
Moneta Group Investment Advisors
Missouri
$302K
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
KWM
170
Kingsview Wealth Management
Oregon
$289K
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