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iShares Dow Jones US ETF

276 hedge funds and large institutions have $597M invested in iShares Dow Jones US ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

1% less funds holding

Funds holding: 278276 (-2)

0.84% less ownership

Funds ownership: 23.86%23.03% (-0.84%)

7% less capital invested

Capital invested by funds: $642M → $597M (-$45.9M)

26% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 87

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
276
Holders Change
-2
Holders Change %
-0.72%
% of All Funds
3.4%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
64
Reduced
87
Closed
17
Calls
$380K
Puts
Net Calls
+$380K
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
151
Penobscot Wealth Management
Maine
$366K
P
152
&Partners
Tennessee
$364K -$4.8K -29 -1%
HSWM
153
Hubbell Strickland Wealth Management
Louisiana
$361K +$331 +2 +0.1%
SCG
154
Sonata Capital Group
Washington
$359K -$248K -1,499 -40%
SAM
155
SP Asset Management
California
$358K +$827 +5 +0.2%
MWM
156
Melfa Wealth Management
Massachusetts
$357K
MGIA
157
Moneta Group Investment Advisors
Missouri
$351K
HHRDM
158
H&H Retirement Design & Management
Nevada
$351K -$44.7K -270 -12%
YWM
159
Yoder Wealth Management
California
$347K
HI
160
Harbour Investments
Wisconsin
$346K +$345K +2,088 +2,198%
EL
161
Essex LLC
Illinois
$344K
BHBT
162
Burke & Herbert Bank & Trust
Virginia
$343K -$36.4K -220 -9%
LFGO
163
Legacy Financial Group (Oklahoma)
Oklahoma
$335K
PS
164
Planned Solutions
California
$334K
C
165
Certuity
Florida
$326K
KFA
166
Kapstone Financial Advisors
Ohio
$325K +$132K +800 +64%
KWM
167
Kingsview Wealth Management
Oregon
$319K -$6.29K -38 -2%
IFG
168
Independent Financial Group
California
$318K -$88.7K -536 -21%
AF
169
Allworth Financial
California
$316K +$21.8K +132 +7%
EWM
170
Edge Wealth Management
New York
$314K
KF
171
KKM Financial
Illinois
$311K
CG
172
Curat Global
New Hampshire
$309K
WA
173
Wealthstar Advisors
Texas
$307K -$15.6K -94 -5%
CHA
174
Cooper/Haims Advisors
New York
$305K -$19.7K -119 -6%
SCA
175
Sandy Cove Advisors
Massachusetts
$305K