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iShares Dow Jones US ETF

278 hedge funds and large institutions have $642M invested in iShares Dow Jones US ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 66 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $583M → $642M (+$59.1M)

6% more funds holding

Funds holding: 262278 (+16)

1.97% more ownership

Funds ownership: 21.9%23.86% (+2%)

10% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 73

Holders
278
Holders Change
+16
Holders Change %
+6.11%
% of All Funds
3.38%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
37
Increased
66
Reduced
73
Closed
17
Calls
$398K
Puts
Net Calls
+$398K
Net Calls Change
-$577K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$72.6M -$2.51M -15,236 -3%
LPL Financial
2
LPL Financial
California
$51.7M -$3.72M -22,600 -7%
Bank of America
3
Bank of America
North Carolina
$32.4M +$13.7M +83,445 +75%
SFS
4
Sharp Financial Services
Pennsylvania
$29M +$1.44M +8,741 +5%
SC
5
Savant Capital
Illinois
$25.7M +$135K +820 +0.5%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$23.7M -$257K -1,563 -1%
Wells Fargo
7
Wells Fargo
California
$21.8M -$557K -3,385 -3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$16.6M -$1.83M -11,133 -10%
Raymond James Financial
9
Raymond James Financial
Florida
$15.1M -$806K -4,900 -5%
AC
10
Apella Capital
Connecticut
$14.2M +$14.1M +85,858 New
SL
11
Sentinus LLC
Illinois
$13M +$12.9M +78,127 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$12.7M +$699K +4,247 +6%
Osaic Holdings
13
Osaic Holdings
Arizona
$10.5M +$222K +1,352 +2%
UBS Group
14
UBS Group
Switzerland
$10.4M -$688K -4,181 -6%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$10.3M +$309K +1,879 +3%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$9.06M -$33.4K -203 -0.4%
Ameriprise
17
Ameriprise
Minnesota
$8.05M +$2.37M +14,386 +42%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$7.25M +$117K +710 +2%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$6.49M -$66.1K -402 -1%
SWM
20
Steinberganna Wealth Management
New York
$6.33M -$281K -1,708 -4%
Creative Planning
21
Creative Planning
Kansas
$6.1M -$199K -1,208 -3%
Goldman Sachs
22
Goldman Sachs
New York
$6.07M -$439K -2,668 -7%
KAS
23
Kestra Advisory Services
Texas
$5.78M +$993K +6,035 +21%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$5.63M -$152K -925 -3%
MCM
25
MAI Capital Management
Ohio
$5.43M +$5.34M +32,475 +11,198%