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iShares Dow Jones US ETF

278 hedge funds and large institutions have $642M invested in iShares Dow Jones US ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 66 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $583M → $642M (+$59.1M)

6% more funds holding

Funds holding: 262278 (+16)

1.97% more ownership

Funds ownership: 21.9%23.86% (+2%)

10% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 73

Holders
278
Holders Change
+16
Holders Change %
+6.11%
% of All Funds
3.38%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
37
Increased
66
Reduced
73
Closed
17
Calls
$398K
Puts
Net Calls
+$398K
Net Calls Change
-$577K
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
176
Perigon Wealth Management
California
$315K
FIA
177
Foundations Investment Advisors
Arizona
$313K +$310K +1,885 New
KF
178
KKM Financial
Illinois
$311K -$65K -395 -17%
AF
179
Allworth Financial
California
$309K -$40.5K -246 -12%
RAM
180
Reflection Asset Management
South Carolina
$309K +$303K +1,844 New
MA
181
MBA Advisors
Pennsylvania
$304K +$52K +316 +21%
NSAM
182
North Star Asset Management
Wisconsin
$298K
GCWM
183
Guided Capital Wealth Management
Texas
$288K
BL
184
Balentine LLC
Georgia
$286K
GAMC
185
Garner Asset Management Corp
Texas
$281K +$658 +4 +0.2%
AWA
186
Arkadios Wealth Advisors
Georgia
$279K +$277K +1,685 New
SHFA
187
SC&H Financial Advisors
Maryland
$271K
GWM
188
Geneos Wealth Management
Colorado
$269K -$129K -787 -33%
GIA
189
Gladstone Institutional Advisory
Florida
$260K
BBA
190
BLB&B Advisors
Pennsylvania
$260K
BFS
191
BridgePort Financial Solutions
Iowa
$256K +$165 +1 +0.1%
GLR
192
Great Lakes Retirement
Ohio
$253K -$2.47K -15 -1%
LSPW
193
Lake Street Private Wealth
Illinois
$253K -$11.4K -69 -4%
CIC
194
Carnegie Investment Counsel
Ohio
$251K
MMHP
195
Murphy Middleton Hinkle & Parker
Georgia
$251K +$1.27M +7,743 +258%
PA
196
Procyon Advisors
Connecticut
$251K
WA
197
WBH Advisory
Maryland
$249K
GGS
198
Galvin Gaustad & Stein
Arizona
$248K +$246K +1,495 New
FCH
199
Freestone Capital Holdings
Washington
$248K -$274K -1,665 -53%
WCM
200
Washburn Capital Management
Florida
$241K -$48K -292 -17%