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iShares Dow Jones US ETF

274 hedge funds and large institutions have $641M invested in iShares Dow Jones US ETF in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 66 increasing their positions, 73 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:

1.94% more ownership

Funds ownership: 21.88%23.82% (+1.9%)

10% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 73

Holders
274
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
MSR
201
Main Street Research
Connecticut
$240K
Members Trust
202
Members Trust
Florida
$235K
FA
203
Fagan Associates
New York
$232K
AWM
204
Aureum Wealth Management
Florida
$232K
GRP
205
Global Retirement Partners
California
$231K
WPC
206
Wedmont Private Capital
Pennsylvania
$229K
DWM
207
Destination Wealth Management
California
$229K
TWP
208
Tyche Wealth Partners
Texas
$226K
NA
209
Nottingham Advisors
New York
$223K
RDWM
210
Red Door Wealth Management
Tennessee
$220K
SCA
211
Snowden Capital Advisors
New York
$209K
BAAM
212
Baker Avenue Asset Management
California
$209K
OSAM
213
O'Shaughnessy Asset Management
Connecticut
$209K
KFA
214
Kapstone Financial Advisors
Ohio
$207K
JIC
215
Johnson Investment Counsel
Ohio
$206K
PGAM
216
Princeton Global Asset Management
New Jersey
$199K
CF
217
Centaurus Financial
California
$198K
OFG
218
Oxford Financial Group
Indiana
$179K
IA
219
IFP Advisors
Florida
$178K
FHA
220
Flagship Harbor Advisors
Massachusetts
$177K
BlackRock
221
BlackRock
New York
$163K
EI
222
EFG International
$159K
Simplex Trading
223
Simplex Trading
Illinois
$155K
William Blair & Company
224
William Blair & Company
Illinois
$151K
KFAS
225
Keating Financial Advisory Services
Kansas
$145K