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iShares Dow Jones US ETF

276 hedge funds and large institutions have $597M invested in iShares Dow Jones US ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

1% less funds holding

Funds holding: 278276 (-2)

0.84% less ownership

Funds ownership: 23.86%23.03% (-0.84%)

7% less capital invested

Capital invested by funds: $642M → $597M (-$45.9M)

26% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 87

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
276
Holders Change
-2
Holders Change %
-0.72%
% of All Funds
3.4%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
64
Reduced
87
Closed
17
Calls
$380K
Puts
Net Calls
+$380K
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$67.3M -$2.23M -13,496 -3%
LPL Financial
2
LPL Financial
California
$48.2M -$1.17M -7,079 -2%
Bank of America
3
Bank of America
North Carolina
$39.5M +$8.89M +53,715 +28%
SC
4
Savant Capital
Illinois
$24.5M -$32.1K -194 -0.1%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$22.2M -$474K -2,865 -2%
Wells Fargo
6
Wells Fargo
California
$20.4M -$470K -2,838 -2%
KAS
7
Kestra Advisory Services
Texas
$16.7M +$11.7M +70,621 +203%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$15.8M -$89.8K -543 -0.5%
Raymond James Financial
9
Raymond James Financial
Florida
$15.3M +$906K +5,474 +6%
AC
10
Apella Capital
Connecticut
$14.7M -$177K -1,071 -1%
Osaic Holdings
11
Osaic Holdings
Arizona
$12.5M +$2.53M +15,295 +24%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$12.3M +$168K +1,018 +1%
SL
13
Sentinus LLC
Illinois
$12M -$392K -2,372 -3%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$9.67M -$155K -936 -2%
UBS Group
15
UBS Group
Switzerland
$8.96M -$1.04M -6,309 -10%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$6.9M -$27.1K -164 -0.4%
Ameriprise
17
Ameriprise
Minnesota
$6.44M -$1.31M -7,892 -16%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$6.39M +$186K +1,126 +3%
Creative Planning
19
Creative Planning
Kansas
$6.02M +$193K +1,168 +3%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$5.81M -$2.88M -17,388 -32%
SWM
21
Steinberganna Wealth Management
New York
$5.8M -$262K -1,586 -4%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$5.7M +$342K +2,068 +6%
MCM
23
MAI Capital Management
Ohio
$4.96M -$244K -1,474 -4%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$4.79M -$238K -1,437 -5%
AL
25
Aspiriant LLC
California
$4.71M