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iShares Dow Jones US ETF
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Overview Fund Activity

85 hedge funds and large institutions have $205M invested in iShares Dow Jones US ETF in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
85
Holders Change
+4
Holders Change %
+4.94%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
23
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$18.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$9.67M
4
CA
4
Cetera Advisors
Colorado
$591K
5
TNB
5
Thomasville National Bank
Georgia
$1.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.5M
2
PI
2
Placemark Investments
Illinois
$0
3
WA
3
WESPAC Advisors
California
$248K
4
LPL Financial
4
LPL Financial
California
$9.95M
5
Wells Fargo
5
Wells Fargo
California
$25.5M
Name Market Value Shares Shares
Change 		Shares
Change %
PIA
26
Peachtree Investment Advisors
Georgia
$904K 9,530 – –
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$878K 9,260 -960 -9%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$820K 8,643 -3,852 -31%
STMM
29
South Texas Money Management
Texas
$743K 7,841 -270 -3%
EAM
30
Evanson Asset Management
California
$615K 6,491 – –
CA
31
Cetera Advisors
Colorado
$591K 6,225 +6,225 New
MCC
32
Mid Continent Capital
Illinois
$524K 5,525 -65 -1%
MFS
33
MSI Financial Services
Massachusetts
$460K 4,847 -145 -3%
SFI
34
SPC Financial Inc
Maryland
$458K 4,825 +1,425 +42%
DWM
35
Destination Wealth Management
California
$362K 3,821 – –
NPF
36
Norris Perne & French
Michigan
$352K 3,710 +3,710 New
JFGIW
37
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$348K 3,670 – –
CA
38
Cortland Associates
Missouri
$344K 3,625 – –
EVC
39
Eidelman Virant Capital
Missouri
$322K 3,400 – –
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$322K 3,400 +82 +2%
Ameriprise
41
Ameriprise
Minnesota
$319K 3,363 +82 +2%
SI
42
Stephens Inc
Arkansas
$316K 3,335 -120 -3%
CAN
43
Cetera Advisor Networks
California
$312K 3,294 +192 +6%
PFS
44
Prospera Financial Services
Texas
$299K 3,156 +591 +23%
BHBT
45
Burke & Herbert Bank & Trust
Virginia
$292K 3,080 – –
VFS
46
VSR Financial Services
Kansas
$288K 3,034 -20 -0.7%
IH
47
IFC Holdings
Florida
$281K 3,000 – –
SI
48
SII Investments
Wisconsin
$255K 2,791 +100 +4%
WA
49
WESPAC Advisors
California
$248K 2,613 -8,848 -77%
AIG
50
American International Group
New York
$234K 2,473 +108 +5%
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