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iShares Dow Jones US ETF
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Overview Fund Activity

249 hedge funds and large institutions have $479M invested in iShares Dow Jones US ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
-10
Holders Change %
-3.86%
% of All Funds
3.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
57
Reduced
78
Closed
19
Calls
$776K
Puts
–
Net Calls
+$776K
Net Calls Change
-$11K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.74M
2
CBA
Coastal Bridge Advisors
Connecticut
+$2.31M
3
Lido Advisors
Lido Advisors
California
+$1.86M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.74M
5
Goldman Sachs
Goldman Sachs
New York
+$1.56M

Top Sellers

1
SFS
Sharp Financial Services
Pennsylvania
-$19.7M
2
Ameriprise
Ameriprise
Minnesota
-$16.6M
3
IWA
IBEX Wealth Advisors
New Jersey
-$4.61M
4
EP
Essential Planning
New Hampshire
-$3.92M
5
Bank of America
Bank of America
North Carolina
-$3.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$61.7M -$2.54M -18,677 -4%
LPL Financial
2
LPL Financial
California
$39.8M -$1.26M -9,238 -3%
SC
3
Savant Capital
Illinois
$21.4M -$524K -3,853 -2%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$20.8M -$1.27M -9,311 -6%
Wells Fargo
5
Wells Fargo
California
$18.2M -$843K -6,192 -4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$16.1M -$49.3K -362 -0.3%
Bank of America
7
Bank of America
North Carolina
$15.7M -$3.47M -25,523 -18%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$12.9M -$25.3K -186 -0.2%
Osaic Holdings
9
Osaic Holdings
Arizona
$12.9M +$645K +4,741 +5%
SNWA
10
Siligmueller & Norvid Wealth Advisors
Illinois
$12.4M +$79.1K +581 +0.6%
Raymond James Financial
11
Raymond James Financial
Florida
$11.8M +$1.41M +10,324 +13%
UBS Group
12
UBS Group
Switzerland
$8.93M -$896K -6,584 -9%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$7.81M +$902K +6,625 +13%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$7.05M +$511K +3,756 +8%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$5.48M +$4.74M +34,841 +641%
Creative Planning
16
Creative Planning
Kansas
$5.36M +$95K +698 +2%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$5.33M +$1.74M +12,765 +48%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.27M -$481K -3,535 -8%
WS
19
Wedbush Securities
California
$5.26M – – –
LWA
20
Lowe Wealth Advisors
Maryland
$4.63M -$27.1K -199 -0.6%
Comerica Bank
21
Comerica Bank
Texas
$4.58M +$54K +397 +1%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$4.34M +$439K +3,228 +11%
AL
23
Aspiriant LLC
California
$4.05M – – –
Bank of New York Mellon
24
Bank of New York Mellon
New York
$4.04M -$61.2K -450 -1%
MFG
25
Merit Financial Group
Georgia
$3.87M – – –
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