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iShares Dow Jones US ETF

276 hedge funds and large institutions have $596M invested in iShares Dow Jones US ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

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
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$380K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$11.7M
2 +$8.89M
3 +$4.83M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.53M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.15M

Top Sellers

1 -$29M
2 -$5.33M
3 -$2.88M
4
Morgan Stanley
Morgan Stanley
New York
-$2.23M
5
Goldman Sachs
Goldman Sachs
New York
-$2M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
176
Perigon Wealth Management
California
$301K
PS
177
Principal Securities
Iowa
$299K
PIP
178
Peachtree Investment Partners
Florida
$295K
MA
179
MBA Advisors
Pennsylvania
$291K
NSAM
180
North Star Asset Management
Wisconsin
$285K
CPSAC
181
Chas P. Smith & Associates (CPS)
Florida
$285K
UBS AM
182
UBS AM
Illinois
$283K
HIC
183
Hamrick Investment Counsel
Washington
$280K
GCWM
184
Guided Capital Wealth Management
Texas
$275K
BL
185
Balentine LLC
Georgia
$273K
GAMC
186
Garner Asset Management Corp
Texas
$269K
AWA
187
Arkadios Wealth Advisors
Georgia
$267K
SHFA
188
SC&H Financial Advisors
Maryland
$259K
GIA
189
Gladstone Institutional Advisory
Florida
$249K
BBA
190
BLB&B Advisors
Pennsylvania
$249K
BFS
191
BridgePort Financial Solutions
Iowa
$245K
GLR
192
Great Lakes Retirement
Ohio
$241K
WA
193
WBH Advisory
Maryland
$239K
LSPW
194
Lake Street Private Wealth
Illinois
$239K
GGS
195
Galvin Gaustad & Stein
Arizona
$238K
FCH
196
Freestone Capital Holdings
Washington
$237K
GWM
197
Geneos Wealth Management
Colorado
$234K
WCM
198
Washburn Capital Management
Florida
$230K
SA
199
SRH Advisors
Kansas
$230K
MSR
200
Main Street Research
Connecticut
$229K