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iShares Dow Jones US ETF

270 hedge funds and large institutions have $638M invested in iShares Dow Jones US ETF in 2025 Q4 according to their latest regulatory filings, with 32 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:

1.86% more ownership

Funds ownership: 21.85%23.71% (+1.9%)

12% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 74

Holders
270
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
AWM
201
Aureum Wealth Management
Florida
$232K
GRP
202
Global Retirement Partners
California
$231K
WPC
203
Wedmont Private Capital
Pennsylvania
$229K
DWM
204
Destination Wealth Management
California
$229K
TWP
205
Tyche Wealth Partners
Texas
$226K
NA
206
Nottingham Advisors
New York
$223K
RDWM
207
Red Door Wealth Management
Tennessee
$220K
SCA
208
Snowden Capital Advisors
New York
$209K
BAAM
209
Baker Avenue Asset Management
California
$209K
OSAM
210
O'Shaughnessy Asset Management
Connecticut
$209K
KFA
211
Kapstone Financial Advisors
Ohio
$207K
JIC
212
Johnson Investment Counsel
Ohio
$206K
PGAM
213
Princeton Global Asset Management
New Jersey
$199K
CF
214
Centaurus Financial
California
$198K
OFG
215
Oxford Financial Group
Indiana
$179K
IA
216
IFP Advisors
Florida
$178K
FHA
217
Flagship Harbor Advisors
Massachusetts
$177K
BlackRock
218
BlackRock
New York
$163K
EI
219
EFG International
$159K
Simplex Trading
220
Simplex Trading
Illinois
$155K
William Blair & Company
221
William Blair & Company
Illinois
$151K
KFAS
222
Keating Financial Advisory Services
Kansas
$145K
CPA
223
Cardiff Park Advisors
California
$133K
AssetMark Inc
224
AssetMark Inc
California
$129K
IF
225
Integrity Financial
Wyoming
$123K