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iShares Dow Jones US ETF

270 hedge funds and large institutions have $638M invested in iShares Dow Jones US ETF in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 74 reducing their positions, and 17 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:

1.86% more ownership

Funds ownership: 21.85%23.71% (+1.9%)

12% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 74

Holders
270
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$398K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
151
&Partners
Tennessee
$386K
HHRDM
152
H&H Retirement Design & Management
Nevada
$384K
PWM
153
Penobscot Wealth Management
Maine
$383K
HSWM
154
Hubbell Strickland Wealth Management
Louisiana
$377K
MWM
155
Melfa Wealth Management
Massachusetts
$374K
SAM
156
SP Asset Management
California
$374K
MGIA
157
Moneta Group Investment Advisors
Missouri
$368K
YWM
158
Yoder Wealth Management
California
$363K
EL
159
Essex LLC
Illinois
$360K
CWA
160
Clarity Wealth Advisors
California
$351K
LFGO
161
Legacy Financial Group (Oklahoma)
Oklahoma
$350K
BCM
162
Boreal Capital Management
Florida
$350K
PS
163
Planned Solutions
California
$349K
C
164
Certuity
Florida
$341K
KWM
165
Kingsview Wealth Management
Oregon
$341K
CHA
166
Cooper/Haims Advisors
New York
$339K
WA
167
Wealthstar Advisors
Texas
$337K
EWM
168
Edge Wealth Management
New York
$329K
CG
169
Curat Global
New Hampshire
$323K
SCA
170
Sandy Cove Advisors
Massachusetts
$319K
PS
171
Principal Securities
Iowa
$315K
PWM
172
Perigon Wealth Management
California
$315K
FIA
173
Foundations Investment Advisors
Arizona
$313K
KF
174
KKM Financial
Illinois
$311K
AF
175
Allworth Financial
California
$309K