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iShares Dow Jones US ETF
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Overview Fund Activity

253 hedge funds and large institutions have $534M invested in iShares Dow Jones US ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 67 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+4
Holders Change %
+1.61%
% of All Funds
3.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
70
Reduced
67
Closed
14
Calls
$679K
Puts
$15K
Net Calls
+$664K
Net Calls Change
-$112K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$10.6M
2
LPL Financial
2
LPL Financial
California
$49.5M
3
SFC
3
Summit Financial Consulting
Michigan
$2.46M
4
Raymond James Financial
4
Raymond James Financial
Florida
$15.2M
5
Belvedere Trading
5
Belvedere Trading
Illinois
$1.66M

Top Sellers

1
WS
1
Wedbush Securities
California
$365K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.55M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.99M
4
SNWA
4
Siligmueller & Norvid Wealth Advisors
Illinois
$12.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$67.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WANY
176
Wealthspire Advisors (New York)
New York
$293K +$7.85K +52 +3%
SCA
177
Sandy Cove Advisors
Massachusetts
$290K – – –
PA
178
Procyon Advisors
Connecticut
$288K – – –
PWM
179
Perigon Wealth Management
California
$287K – – –
BPA
180
Beacon Pointe Advisors
California
$285K -$30.2K -200 -10%
NSAM
181
North Star Asset Management
Wisconsin
$272K – – –
GCWM
182
Guided Capital Wealth Management
Texas
$262K – – –
AAS
183
Avantax Advisory Services
Texas
$259K +$302 +2 +0.1%
GAMC
184
Garner Asset Management Corp
Texas
$255K +$453 +3 +0.2%
GIA
185
Gladstone Institutional Advisory
Florida
$254K +$5.43K +36 +2%
ODIJL
186
One Day In July LLC
Vermont
$249K – – –
SHFA
187
SC&H Financial Advisors
Maryland
$247K – – –
TWP
188
Tyche Wealth Partners
Texas
$244K +$6.79K +45 +3%
LSPW
189
Lake Street Private Wealth
Illinois
$243K -$12.1K -80 -5%
BBA
190
BLB&B Advisors
Pennsylvania
$237K – – –
GLR
191
Great Lakes Retirement
Ohio
$236K -$125K -828 -35%
CF
192
Centaurus Financial
California
$235K +$4.52K +30 +2%
BFS
193
BridgePort Financial Solutions
Iowa
$233K +$233K +1,545 New
PS
194
Principal Securities
Iowa
$227K -$97.3K -645 -30%
WA
195
WBH Advisory
Maryland
$226K – – –
SA
196
SRH Advisors
Kansas
$219K – – –
CG
197
Curat Global
New Hampshire
$219K +$60.4K +400 +38%
MSR
198
Main Street Research
Connecticut
$218K +$218K +1,446 New
V
199
VeraBank
Texas
$218K +$218K +1,446 New
Members Trust
200
Members Trust
Florida
$214K -$214K -1,420 -50%
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