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iShares Dow Jones US ETF

257 hedge funds and large institutions have $581M 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, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
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
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$392K
GWM
152
Geneos Wealth Management
Colorado
$391K
SA
153
Sanctuary Advisors
Indiana
$391K
PIP
154
Peachtree Investment Partners
Florida
$389K
AP
155
Aspect Partners
Virginia
$381K
CCWM
156
Cassaday & Co Wealth Management
Virginia
$379K
HHRDM
157
H&H Retirement Design & Management
Nevada
$377K
PWM
158
Penobscot Wealth Management
Maine
$375K
KF
159
KKM Financial
Illinois
$369K
HSWM
160
Hubbell Strickland Wealth Management
Louisiana
$369K
MWM
161
Melfa Wealth Management
Massachusetts
$369K
NFG
162
Nations Financial Group
Iowa
$367K
SAM
163
SP Asset Management
California
$365K
MGIA
164
Moneta Group Investment Advisors
Missouri
$360K
YWM
165
Yoder Wealth Management
California
$356K
EL
166
Essex LLC
Illinois
$353K
CWA
167
Clarity Wealth Advisors
California
$344K
LFGO
168
Legacy Financial Group (Oklahoma)
Oklahoma
$343K
AF
169
Allworth Financial
California
$343K
PS
170
Planned Solutions
California
$342K
C
171
Certuity
Florida
$334K
KWM
172
Kingsview Wealth Management
Oregon
$334K
CHA
173
Cooper/Haims Advisors
New York
$332K
WA
174
Wealthstar Advisors
Texas
$324K
PS
175
Principal Securities
Iowa
$317K