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iShares Dow Jones US ETF
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Overview Fund Activity

92 hedge funds and large institutions have $221M invested in iShares Dow Jones US ETF in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+7
Holders Change %
+8.24%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
27
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$6.9M
2
BFA
Beaumont Financial Advisors
Massachusetts
+$5.08M
3
CA
Cetera Advisors
Colorado
+$1.62M
4
Morgan Stanley
Morgan Stanley
New York
+$984K
5
Bank of America
Bank of America
North Carolina
+$812K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$9.67M
2
Principal Financial Group
Principal Financial Group
Iowa
-$1.29M
3
LPL Financial
LPL Financial
California
-$616K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$469K
5
Wells Fargo
Wells Fargo
California
-$394K
Name Holding Trade Value Shares
Change 		Shares
Change %
TCT
26
TIAA CREF Trust
Missouri
$1.05M +$22.4K +452 +2%
EAM
27
Evanson Asset Management
California
$981K +$338K +6,810 +52%
PIA
28
Peachtree Investment Advisors
Georgia
$948K +$3.77K +76 +0.4%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$838K -$18.9K -382 -2%
STMM
30
South Texas Money Management
Texas
$777K – – –
SI
31
SII Investments
Wisconsin
$588K +$310K +6,206 +111%
Ameriprise
32
Ameriprise
Minnesota
$585K +$252K +5,086 +76%
MCC
33
Mid Continent Capital
Illinois
$523K -$24.8K -500 -5%
SFI
34
SPC Financial Inc
Maryland
$481K +$2.48K +50 +0.5%
NC
35
NewSquare Capital
Pennsylvania
$461K +$247K +4,970 +115%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$412K +$74.6K +1,504 +22%
DWM
37
Destination Wealth Management
California
$379K – – –
NPF
38
Norris Perne & French
Michigan
$368K – – –
JFGIW
39
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$364K – – –
DC
40
Davenport & Co
Virginia
$363K +$363K +7,324 New
CA
41
Cortland Associates
Missouri
$359K – – –
PFS
42
Prospera Financial Services
Texas
$353K +$40.1K +810 +13%
EVC
43
Eidelman Virant Capital
Missouri
$337K – – –
CS
44
Credit Suisse
Switzerland
$332K +$332K +6,690 New
CAN
45
Cetera Advisor Networks
California
$327K – – –
SI
46
Stephens Inc
Arkansas
$316K -$14.4K -290 -4%
PI
47
Placemark Investments
Illinois
$298K +$298K +6,016 New
IH
48
IFC Holdings
Florida
$297K – – –
BHBT
49
Burke & Herbert Bank & Trust
Virginia
$295K -$10.4K -210 -3%
AIG
50
American International Group
New York
$270K +$24.6K +496 +10%
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