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iShares Dow Jones US ETF
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Overview Fund Activity

101 hedge funds and large institutions have $224M invested in iShares Dow Jones US ETF in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+5
Holders Change %
+5.21%
% of All Funds
2.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
24
Increased
24
Reduced
25
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PHS
1
Pekin Hardy Strauss
Illinois
$1.35M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$2.08M
3
WA
3
WESPAC Advisors
California
$1.35M
4
Citadel Advisors
4
Citadel Advisors
Florida
$941K
5
SAG
5
Sterne Agee Group
Alabama
$2.87M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$21K
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$9.68M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.41M
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
26
Mathes Company
New York
$1.48M – – –
WA
27
WESPAC Advisors
California
$1.35M +$1.06M +20,438 +358%
PHS
28
Pekin Hardy Strauss
Illinois
$1.35M +$1.35M +26,142 New
HighTower Advisors
29
HighTower Advisors
Illinois
$1.28M – – –
TCT
30
TIAA CREF Trust
Missouri
$1.1M – – –
EAM
31
Evanson Asset Management
California
$1.03M +$621 +12 +0.1%
PIA
32
Peachtree Investment Advisors
Georgia
$999K +$4.25K +82 +0.4%
Citadel Advisors
33
Citadel Advisors
Florida
$941K +$941K +18,192 New
STMM
34
South Texas Money Management
Texas
$812K – – –
CK
35
Carnick & Kubik
Colorado
$626K +$626K +27,950 New
Jane Street
36
Jane Street
New York
$605K +$605K +11,690 New
SCG
37
Sonata Capital Group
Washington
$582K +$582K +11,248 New
SPC
38
Sigma Planning Corp
Michigan
$553K +$553K +10,686 New
MCC
39
Mid Continent Capital
Illinois
$526K -$18.9K -364 -3%
SFI
40
SPC Financial Inc
Maryland
$516K +$19.7K +380 +4%
SWP
41
Stratos Wealth Partners
Ohio
$469K +$469K +9,052 New
Stifel Financial
42
Stifel Financial
Missouri
$467K +$176K +3,408 +61%
PFS
43
Prospera Financial Services
Texas
$458K +$35.1K +678 +8%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$452K -$425K -8,208 -48%
JPMPWA
45
J.P. Morgan Private Wealth Advisors
California
$441K +$441K +8,508 New
GA
46
Geneva Advisors
Illinois
$416K +$416K +8,040 New
NC
47
NewSquare Capital
Pennsylvania
$409K -$269K -5,200 -40%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$409K +$10.4K +200 +3%
JFGIW
49
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$387K +$1.66K +32 +0.4%
Ameriprise
50
Ameriprise
Minnesota
$386K -$149K -2,880 -28%
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