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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.

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 %
AWE
201
Avidian Wealth Enterprises
Texas
$213K +$213K +1,412 New
RDWM
202
Red Door Wealth Management
Tennessee
$212K +$212K +1,403 New
FA
203
Fagan Associates
New York
$211K +$211K +1,400 New
GRP
204
Global Retirement Partners
California
$209K +$209K +1,385 New
DWM
205
Destination Wealth Management
California
$208K +$208K +1,380 New
WPC
206
Wedmont Private Capital
Pennsylvania
$208K +$208K +1,363 New
NA
207
Nottingham Advisors
New York
$203K -$34.4K -228 -14%
SSW
208
Smith Shellnut Wilson
Mississippi
$200K +$200K +1,326 New
OSAM
209
O'Shaughnessy Asset Management
Connecticut
$190K – – –
WTC
210
WhitTier Trust Company
Nevada
$170K – – –
OFG
211
Oxford Financial Group
Indiana
$162K +$302 +2 +0.2%
IA
212
IFP Advisors
Florida
$158K -$242K -1,601 -60%
AIC
213
Archer Investment Corporation
Indiana
$139K +$302 +2 +0.2%
William Blair & Company
214
William Blair & Company
Illinois
$137K – – –
CPA
215
Cardiff Park Advisors
California
$121K – – –
GBT
216
Grove Bank & Trust
Florida
$119K – – –
IF
217
Integrity Financial
Wyoming
$111K – – –
GC
218
Garde Capital
Washington
$98.1K – – –
AG
219
AmeriFlex Group
Nevada
$87.8K – – –
AF
220
Allworth Financial
California
$81.1K – – –
SIS
221
Sound Income Strategies
Florida
$72.7K +$3.17K +21 +5%
AF
222
Advisornet Financial
Minnesota
$72.4K – – –
BSB
223
Bangor Savings Bank
Maine
$71.2K – – –
MA
224
Montag & Associates
Georgia
$65.9K – – –
Simplex Trading
225
Simplex Trading
Illinois
$64K +$64K +426 New
7 8
9
10 11