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iShares Dow Jones US ETF
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Overview Fund Activity

131 hedge funds and large institutions have $227M invested in iShares Dow Jones US ETF in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+7
Holders Change %
+5.65%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
30
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.32M
2
AL
Aspiriant LLC
California
+$2.64M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.75M
4
CS
Credit Suisse
Switzerland
+$1.61M
5
IWA
IBEX Wealth Advisors
New Jersey
+$1.56M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.8M
2
TH
Timber Hill
Connecticut
-$1.91M
3
KM
Kalos Management
Georgia
-$1.81M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.54M
5
PAG
Private Advisor Group
New Jersey
-$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
26
Mathes Company
New York
$1.5M -$15.2K -230 -1%
TF
27
TIAA FSB
Florida
$1.43M -$105K -1,586 -7%
UCFA
28
United Capital Financial Advisors
Texas
$1.41M -$15.5K -234 -1%
GG
29
GenWealth Group
New Jersey
$1.39M -$40.3K -610 -3%
PCG
30
Private Capital Group
Connecticut
$1.34M +$661K +10,000 +98%
GRP
31
Global Retirement Partners
California
$1.25M +$1.25M +18,946 New
RJA
32
Raymond James & Associates
Florida
$1.09M +$1.59K +24 +0.1%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$1.02M +$18.2K +276 +2%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$935K -$4.76K -72 -0.5%
APA
35
American Portfolios Advisors
New York
$860K -$27.7K -420 -3%
HighTower Advisors
36
HighTower Advisors
Illinois
$836K -$73.7K -1,116 -8%
BA
37
Ballew Advisors
Mississippi
$797K +$101K +1,522 +14%
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$796K +$317K +4,794 +66%
PS
39
Portfolio Solutions
Michigan
$793K +$793K +12,000 New
SPC
40
Sigma Planning Corp
Michigan
$785K -$36.8K -556 -4%
STMM
41
South Texas Money Management
Texas
$766K -$98.4K -1,488 -11%
SCG
42
Sonata Capital Group
Washington
$740K -$6.61K -100 -0.9%
KLI
43
Kelman-Lazarov Inc
Tennessee
$696K – – –
Comerica Bank
44
Comerica Bank
Texas
$668K – – –
EAM
45
Evanson Asset Management
California
$663K +$660 +10 +0.1%
IWM
46
IHT Wealth Management
Illinois
$652K – – –
SB
47
Suntrust Banks
Georgia
$638K -$80.3K -1,216 -11%
WA
48
WESPAC Advisors
California
$620K +$416K +6,300 +204%
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$616K -$5.82K -88 -0.9%
MML Investors Services
50
MML Investors Services
Massachusetts
$608K +$189K +2,864 +45%
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