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iShares Dow Jones US ETF

278 hedge funds and large institutions have $642M invested in iShares Dow Jones US ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 66 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $583M → $642M (+$59.1M)

6% more funds holding

Funds holding: 262278 (+16)

1.97% more ownership

Funds ownership: 21.9%23.86% (+2%)

10% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 73

Holders
278
Holders Change
+16
Holders Change %
+6.11%
% of All Funds
3.38%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
37
Increased
66
Reduced
73
Closed
17
Calls
$398K
Puts
Net Calls
+$398K
Net Calls Change
-$577K
Name Holding Trade Value Shares
Change
Change in
Stake
PIP
151
Peachtree Investment Partners
Florida
$398K +$1.15K +7 +0.3%
BHBT
152
Burke & Herbert Bank & Trust
Virginia
$395K -$12.8K -78 -3%
AP
153
Aspect Partners
Virginia
$388K
CCWM
154
Cassaday & Co Wealth Management
Virginia
$387K
P
155
&Partners
Tennessee
$386K +$383K +2,326 New
HHRDM
156
H&H Retirement Design & Management
Nevada
$384K
PWM
157
Penobscot Wealth Management
Maine
$383K
HSWM
158
Hubbell Strickland Wealth Management
Louisiana
$377K +$494 +3 +0.1%
MWM
159
Melfa Wealth Management
Massachusetts
$374K -$2.96K -18 -0.8%
SAM
160
SP Asset Management
California
$374K +$1.15K +7 +0.3%
MGIA
161
Moneta Group Investment Advisors
Missouri
$368K
YWM
162
Yoder Wealth Management
California
$363K
EL
163
Essex LLC
Illinois
$360K
CWA
164
Clarity Wealth Advisors
California
$351K
LFGO
165
Legacy Financial Group (Oklahoma)
Oklahoma
$350K
BCM
166
Boreal Capital Management
Florida
$350K +$23.2K +141 +7%
PS
167
Planned Solutions
California
$349K
C
168
Certuity
Florida
$341K
KWM
169
Kingsview Wealth Management
Oregon
$341K
CHA
170
Cooper/Haims Advisors
New York
$339K
WA
171
Wealthstar Advisors
Texas
$337K +$6.09K +37 +2%
EWM
172
Edge Wealth Management
New York
$329K -$82.3K -500 -20%
CG
173
Curat Global
New Hampshire
$323K
SCA
174
Sandy Cove Advisors
Massachusetts
$319K
PS
175
Principal Securities
Iowa
$315K -$8.89K -54 -3%