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iShares Dow Jones US ETF

260 hedge funds and large institutions have $582M invested in iShares Dow Jones US ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 71 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.45% more ownership

Funds ownership: 21.4%21.85% (+0.45%)

3% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 71

Holders
260
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$975K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
151
Burke & Herbert Bank & Trust
Virginia
$400K
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$392K
GWM
153
Geneos Wealth Management
Colorado
$391K
SA
154
Sanctuary Advisors
Indiana
$391K
PIP
155
Peachtree Investment Partners
Florida
$389K
AP
156
Aspect Partners
Virginia
$381K
CCWM
157
Cassaday & Co Wealth Management
Virginia
$379K
HHRDM
158
H&H Retirement Design & Management
Nevada
$377K
PWM
159
Penobscot Wealth Management
Maine
$375K
KF
160
KKM Financial
Illinois
$369K
HSWM
161
Hubbell Strickland Wealth Management
Louisiana
$369K
MWM
162
Melfa Wealth Management
Massachusetts
$369K
NFG
163
Nations Financial Group
Iowa
$367K
SAM
164
SP Asset Management
California
$365K
MGIA
165
Moneta Group Investment Advisors
Missouri
$360K
YWM
166
Yoder Wealth Management
California
$356K
EL
167
Essex LLC
Illinois
$353K
CWA
168
Clarity Wealth Advisors
California
$344K
LFGO
169
Legacy Financial Group (Oklahoma)
Oklahoma
$343K
AF
170
Allworth Financial
California
$343K
PS
171
Planned Solutions
California
$342K
C
172
Certuity
Florida
$334K
KWM
173
Kingsview Wealth Management
Oregon
$334K
CHA
174
Cooper/Haims Advisors
New York
$332K
WA
175
Wealthstar Advisors
Texas
$324K