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iShares Dow Jones US ETF
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Overview Fund Activity

137 hedge funds and large institutions have $252M invested in iShares Dow Jones US ETF in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 33 increasing their positions, 36 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
-6
Holders Change %
-4.2%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
33
Reduced
36
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$11.7M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11M
3
Morgan Stanley
3
Morgan Stanley
New York
$22.8M
4
GWA
4
Guidant Wealth Advisors
Illinois
$2.83M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.39M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
MA
2
Mutual Advisors
Nebraska
$2.3M
3
Wells Fargo
3
Wells Fargo
California
$8.97M
4
IWA
4
IBEX Wealth Advisors
New Jersey
$0
5
UBS Group
5
UBS Group
Switzerland
$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.48M +$227K +3,648 +10%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$2.39M +$2.39M +38,436 New
Creative Planning
28
Creative Planning
Kansas
$2.37M -$19.5K -314 -0.8%
AL
29
Aspiriant LLC
California
$2.35M – – –
MA
30
Mutual Advisors
Nebraska
$2.3M -$6.82M -109,680 -75%
WA
31
WESPAC Advisors
California
$1.89M +$1.3M +20,942 +223%
NC
32
NewSquare Capital
Pennsylvania
$1.74M +$54.7K +880 +3%
Ameriprise
33
Ameriprise
Minnesota
$1.48M +$955K +15,360 +183%
TNB
34
Thomasville National Bank
Georgia
$1.45M -$23.1K -372 -2%
AG
35
Advisor Group
Arizona
$1.34M +$636K +10,226 +91%
MC
36
Mathes Company
New York
$1.27M – – –
GG
37
GenWealth Group
New Jersey
$1.26M – – –
PCG
38
Private Capital Group
Connecticut
$1.24M +$12.2K +196 +1%
MML Investors Services
39
MML Investors Services
Massachusetts
$1.21M +$239K +3,848 +25%
UCFA
40
United Capital Financial Advisors
Texas
$1.2M -$21.2K -344 -2%
DWA
41
Divergent Wealth Advisors
Utah
$1.09M +$1.09M +17,450 New
SPC
42
Sigma Planning Corp
Michigan
$1.07M +$239K +3,838 +29%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$929K -$99.8K -1,604 -10%
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
$927K +$6.22K +100 +0.7%
APA
45
American Portfolios Advisors
New York
$864K +$65.3K +1,050 +8%
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$851K -$98.1K -1,578 -10%
SPIA
47
Steward Partners Investment Advisory
New York
$848K +$62.2K +1,000 +8%
HighTower Advisors
48
HighTower Advisors
Illinois
$786K +$115K +1,856 +17%
PS
49
Portfolio Solutions
Michigan
$747K – – –
STMM
50
South Texas Money Management
Texas
$721K – – –
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