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iShares Dow Jones US ETF

271 hedge funds and large institutions have $638M invested in iShares Dow Jones US ETF in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 74 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:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.87% more ownership

Funds ownership: 21.85%23.72% (+1.9%)

12% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 74

Holders
271
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$398K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
201
Fagan Associates
New York
$232K
AWM
202
Aureum Wealth Management
Florida
$232K
GRP
203
Global Retirement Partners
California
$231K
WPC
204
Wedmont Private Capital
Pennsylvania
$229K
DWM
205
Destination Wealth Management
California
$229K
TWP
206
Tyche Wealth Partners
Texas
$226K
NA
207
Nottingham Advisors
New York
$223K
RDWM
208
Red Door Wealth Management
Tennessee
$220K
SCA
209
Snowden Capital Advisors
New York
$209K
BAAM
210
Baker Avenue Asset Management
California
$209K
OSAM
211
O'Shaughnessy Asset Management
Connecticut
$209K
KFA
212
Kapstone Financial Advisors
Ohio
$207K
JIC
213
Johnson Investment Counsel
Ohio
$206K
PGAM
214
Princeton Global Asset Management
New Jersey
$199K
CF
215
Centaurus Financial
California
$198K
OFG
216
Oxford Financial Group
Indiana
$179K
IA
217
IFP Advisors
Florida
$178K
FHA
218
Flagship Harbor Advisors
Massachusetts
$177K
BlackRock
219
BlackRock
New York
$163K
EI
220
EFG International
$159K
Simplex Trading
221
Simplex Trading
Illinois
$155K
William Blair & Company
222
William Blair & Company
Illinois
$151K
KFAS
223
Keating Financial Advisory Services
Kansas
$145K
CPA
224
Cardiff Park Advisors
California
$133K
AssetMark Inc
225
AssetMark Inc
California
$129K