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iShares Dow Jones US ETF
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Overview Fund Activity

99 hedge funds and large institutions have $224M invested in iShares Dow Jones US ETF in 2015 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
35
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$3.27M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$9M
3
NC
3
NewSquare Capital
Pennsylvania
$1.96M
4
DWM
4
Destination Wealth Management
California
$1.66M
5
TFA
5
Transamerica Financial Advisors
Florida
$1.59M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$13.9M
2
Wells Fargo
2
Wells Fargo
California
$24.9M
3
WA
3
WESPAC Advisors
California
$364K
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$17.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.46M +$96.1K +1,844 +7%
MC
27
Mathes Company
New York
$1.33M -$135K -2,600 -9%
TCT
28
TIAA CREF Trust
Missouri
$1.1M -$8.23K -158 -0.7%
PFS
29
Prospera Financial Services
Texas
$1.1M +$506K +9,706 +86%
EAM
30
Evanson Asset Management
California
$1.03M +$625 +12 +0.1%
PIA
31
Peachtree Investment Advisors
Georgia
$1.02M +$4.17K +80 +0.4%
HighTower Advisors
32
HighTower Advisors
Illinois
$994K -$292K -5,600 -23%
JPTCCM
33
J.P. Turner & Co Capital Management
Georgia
$767K +$217K +4,118 +39%
STMM
34
South Texas Money Management
Texas
$733K – – –
Ameriprise
35
Ameriprise
Minnesota
$703K +$300K +5,756 +74%
SI
36
SII Investments
Wisconsin
$700K +$79.1K +1,506 +13%
SCG
37
Sonata Capital Group
Washington
$586K – – –
SFI
38
SPC Financial Inc
Maryland
$534K +$1.04K +20 +0.2%
SPC
39
Sigma Planning Corp
Michigan
$526K +$7.5K +144 +1%
MCC
40
Mid Continent Capital
Illinois
$514K -$10.4K -200 -2%
DC
41
Davenport & Co
Virginia
$492K +$492K +9,444 New
SWP
42
Stratos Wealth Partners
Ohio
$466K +$52.8K +1,012 +13%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$454K +$44.1K +846 +11%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$446K -$6.77K -130 -1%
GA
45
Geneva Advisors
Illinois
$428K – – –
CA
46
Cortland Associates
Missouri
$378K – – –
MFS
47
MSI Financial Services
Massachusetts
$372K -$21.9K -420 -6%
WA
48
WESPAC Advisors
California
$364K -$987K -18,922 -73%
EVC
49
Eidelman Virant Capital
Missouri
$354K – – –
FFS
50
Founders Financial Securities
Maryland
$340K +$340K +6,522 New
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