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iShares Dow Jones US ETF

261 hedge funds and large institutions have $583M 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:

0.46% more ownership

Funds ownership: 21.42%21.88% (+0.46%)

3% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 71

Holders
261
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
EWM
151
Edge Wealth Management
New York
$403K
BHBT
152
Burke & Herbert Bank & Trust
Virginia
$400K
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$392K
GWM
154
Geneos Wealth Management
Colorado
$391K
SA
155
Sanctuary Advisors
Indiana
$391K
PIP
156
Peachtree Investment Partners
Florida
$389K
AP
157
Aspect Partners
Virginia
$381K
CCWM
158
Cassaday & Co Wealth Management
Virginia
$379K
HHRDM
159
H&H Retirement Design & Management
Nevada
$377K
PWM
160
Penobscot Wealth Management
Maine
$375K
KF
161
KKM Financial
Illinois
$369K
HSWM
162
Hubbell Strickland Wealth Management
Louisiana
$369K
MWM
163
Melfa Wealth Management
Massachusetts
$369K
NFG
164
Nations Financial Group
Iowa
$367K
SAM
165
SP Asset Management
California
$365K
MGIA
166
Moneta Group Investment Advisors
Missouri
$360K
YWM
167
Yoder Wealth Management
California
$356K
EL
168
Essex LLC
Illinois
$353K
CWA
169
Clarity Wealth Advisors
California
$344K
LFGO
170
Legacy Financial Group (Oklahoma)
Oklahoma
$343K
AF
171
Allworth Financial
California
$343K
PS
172
Planned Solutions
California
$342K
C
173
Certuity
Florida
$334K
KWM
174
Kingsview Wealth Management
Oregon
$334K
CHA
175
Cooper/Haims Advisors
New York
$332K