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iShares Dow Jones US ETF
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Overview Fund Activity

249 hedge funds and large institutions have $479M invested in iShares Dow Jones US ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
-10
Holders Change %
-3.86%
% of All Funds
3.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
57
Reduced
78
Closed
19
Calls
$776K
Puts
–
Net Calls
+$776K
Net Calls Change
-$11K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.74M
2
CBA
Coastal Bridge Advisors
Connecticut
+$2.31M
3
Lido Advisors
Lido Advisors
California
+$1.86M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.74M
5
Goldman Sachs
Goldman Sachs
New York
+$1.56M

Top Sellers

1
SFS
Sharp Financial Services
Pennsylvania
-$19.7M
2
Ameriprise
Ameriprise
Minnesota
-$16.6M
3
IWA
IBEX Wealth Advisors
New Jersey
-$4.61M
4
EP
Essential Planning
New Hampshire
-$3.92M
5
Bank of America
Bank of America
North Carolina
-$3.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
176
Sandy Cove Advisors
Massachusetts
$262K – – –
FWM
177
Foguth Wealth Management
Michigan
$261K -$20.3K -149 -7%
PA
178
Procyon Advisors
Connecticut
$260K -$68.1K -500 -21%
PWM
179
Perigon Wealth Management
California
$259K – – –
WANY
180
Wealthspire Advisors (New York)
New York
$257K +$60.2K +442 +31%
NSAM
181
North Star Asset Management
Wisconsin
$245K – – –
AIM
182
Aspen Investment Management
Michigan
$239K +$239K +1,757 New
GCWM
183
Guided Capital Wealth Management
Texas
$237K – – –
AAS
184
Avantax Advisory Services
Texas
$233K +$16.6K +122 +8%
LSPW
185
Lake Street Private Wealth
Illinois
$230K -$15.9K -117 -6%
GAMC
186
Garner Asset Management Corp
Texas
$229K -$32.1K -236 -12%
ODIJL
187
One Day In July LLC
Vermont
$225K – – –
GIA
188
Gladstone Institutional Advisory
Florida
$224K -$6.81K -50 -3%
IA
189
Integrity Alliance
Iowa
$223K +$223K +1,638 New
SHFA
190
SC&H Financial Advisors
Maryland
$223K – – –
NA
191
Nottingham Advisors
New York
$214K -$116K -855 -35%
TWP
192
Tyche Wealth Partners
Texas
$214K – – –
BBA
193
BLB&B Advisors
Pennsylvania
$214K – – –
CF
194
Centaurus Financial
California
$208K -$2.58K -19 -1%
WA
195
WBH Advisory
Maryland
$204K – – –
SA
196
SRH Advisors
Kansas
$197K – – –
OSAM
197
O'Shaughnessy Asset Management
Connecticut
$171K – – –
SIM
198
Synergy Investment Management
Florida
$157K – – –
WTC
199
WhitTier Trust Company
Nevada
$153K – – –
OFG
200
Oxford Financial Group
Indiana
$146K +$408 +3 +0.3%
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