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iShares Dow Jones US ETF

255 hedge funds and large institutions have $536M 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, 68 reducing their positions, and 14 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: 249255 (+6)

3% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 68

0.24% less ownership

Funds ownership: 21.86%21.62% (-0.24%)

Holders
255
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
BHBT
153
Burke & Herbert Bank & Trust
Virginia
$371K
WS
154
Wedbush Securities
California
$365K
GWM
155
Geneos Wealth Management
Colorado
$363K
PIP
156
Peachtree Investment Partners
Florida
$360K
AP
157
Aspect Partners
Virginia
$353K
CCWM
158
Cassaday & Co Wealth Management
Virginia
$352K
BCM
159
Boreal Capital Management
Florida
$350K
PWM
160
Penobscot Wealth Management
Maine
$348K
HHRDM
161
H&H Retirement Design & Management
Nevada
$348K
MWM
162
Melfa Wealth Management
Massachusetts
$343K
HSWM
163
Hubbell Strickland Wealth Management
Louisiana
$342K
KF
164
KKM Financial
Illinois
$342K
NFG
165
Nations Financial Group
Iowa
$340K
SAM
166
SP Asset Management
California
$338K
WCM
167
Washburn Capital Management
Florida
$338K
MGIA
168
Moneta Group Investment Advisors
Missouri
$335K
YWM
169
Yoder Wealth Management
California
$330K
EL
170
Essex LLC
Illinois
$327K
CHA
171
Cooper/Haims Advisors
New York
$325K
CWA
172
Clarity Wealth Advisors
California
$320K
LFGO
173
Legacy Financial Group (Oklahoma)
Oklahoma
$319K
PS
174
Planned Solutions
California
$318K
KWM
175
Kingsview Wealth Management
Oregon
$317K