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iShares Dow Jones US ETF

256 hedge funds and large institutions have $531M invested in iShares Dow Jones US ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 69 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 250256 (+6)

0% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 69

0.47% less ownership

Funds ownership: 21.88%21.4% (-0.47%)

Holders
256
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
$679K
Puts
$15K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SOAG
151
Silver Oak Advisory Group
Oregon
$394K
MYIA
152
Mount Yale Investment Advisors
Colorado
$389K
SA
153
Sanctuary Advisors
Indiana
$373K
BHBT
154
Burke & Herbert Bank & Trust
Virginia
$371K
WS
155
Wedbush Securities
California
$365K
GWM
156
Geneos Wealth Management
Colorado
$363K
PIP
157
Peachtree Investment Partners
Florida
$360K
AP
158
Aspect Partners
Virginia
$353K
CCWM
159
Cassaday & Co Wealth Management
Virginia
$352K
BCM
160
Boreal Capital Management
Florida
$350K
PWM
161
Penobscot Wealth Management
Maine
$348K
HHRDM
162
H&H Retirement Design & Management
Nevada
$348K
MWM
163
Melfa Wealth Management
Massachusetts
$343K
HSWM
164
Hubbell Strickland Wealth Management
Louisiana
$342K
KF
165
KKM Financial
Illinois
$342K
NFG
166
Nations Financial Group
Iowa
$340K
SAM
167
SP Asset Management
California
$338K
WCM
168
Washburn Capital Management
Florida
$338K
MGIA
169
Moneta Group Investment Advisors
Missouri
$335K
YWM
170
Yoder Wealth Management
California
$330K
EL
171
Essex LLC
Illinois
$327K
CHA
172
Cooper/Haims Advisors
New York
$325K
CWA
173
Clarity Wealth Advisors
California
$320K
LFGO
174
Legacy Financial Group (Oklahoma)
Oklahoma
$319K
PS
175
Planned Solutions
California
$318K