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iShares Dow Jones US ETF

256 hedge funds and large institutions have $531M invested in iShares Dow Jones US ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 69 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 250256 (+6)

0% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 69

0.47% less ownership

Funds ownership: 21.88%21.4% (-0.47%)

Holders
256
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
$679K
Puts
$15K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSR
201
Main Street Research
Connecticut
$218K
V
202
VeraBank
Texas
$218K
Members Trust
203
Members Trust
Florida
$214K
AWE
204
Avidian Wealth Enterprises
Texas
$213K
RDWM
205
Red Door Wealth Management
Tennessee
$212K
FA
206
Fagan Associates
New York
$211K
GRP
207
Global Retirement Partners
California
$209K
DWM
208
Destination Wealth Management
California
$208K
WPC
209
Wedmont Private Capital
Pennsylvania
$208K
NA
210
Nottingham Advisors
New York
$203K
SSW
211
Smith Shellnut Wilson
Mississippi
$200K
OSAM
212
O'Shaughnessy Asset Management
Connecticut
$190K
WTC
213
WhitTier Trust Company
Nevada
$170K
OFG
214
Oxford Financial Group
Indiana
$162K
IA
215
IFP Advisors
Florida
$158K
AIC
216
Archer Investment Corporation
Indiana
$139K
William Blair & Company
217
William Blair & Company
Illinois
$137K
CPA
218
Cardiff Park Advisors
California
$121K
GBT
219
Grove Bank & Trust
Florida
$119K
IF
220
Integrity Financial
Wyoming
$111K
GC
221
Garde Capital
Washington
$98.1K
AG
222
AmeriFlex Group
Nevada
$87.8K
Q1WB
223
Quest 10 Wealth Builders
Virginia
$86.5K
AF
224
Allworth Financial
California
$81.1K
SIS
225
Sound Income Strategies
Florida
$72.7K