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iShares Dow Jones US ETF
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Overview Fund Activity

154 hedge funds and large institutions have $296M invested in iShares Dow Jones US ETF in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 30 increasing their positions, 54 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+17
Holders Change %
+12.41%
% of All Funds
3.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
27
Increased
30
Reduced
54
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
Credit Suisse
Switzerland
$9.98M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$11.5M
3
Morgan Stanley
Morgan Stanley
New York
$31.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.44M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$3.85M

Top Sellers

1
BTS
BB&T Securities
Virginia
$1.49M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.8M
3
Citadel Advisors
Citadel Advisors
Florida
$2.78M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$7.1M
5
MA
Mutual Advisors
Nebraska
$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.9M +$189K +2,672 +7%
Creative Planning
27
Creative Planning
Kansas
$2.83M +$142K +2,004 +5%
FHC
28
First Heartland Consultants
Missouri
$2.8M -$899K -12,732 -24%
Citadel Advisors
29
Citadel Advisors
Florida
$2.78M -$2.12M -30,068 -43%
AL
30
Aspiriant LLC
California
$2.67M – – –
RJA
31
Raymond James & Associates
Florida
$2.45M -$506K -7,170 -17%
WA
32
WESPAC Advisors
California
$2.09M -$48.9K -692 -2%
IWA
33
IBEX Wealth Advisors
New Jersey
$2.06M +$2.06M +29,114 New
SPC
34
Sigma Planning Corp
Michigan
$1.97M +$747K +10,578 +61%
NC
35
NewSquare Capital
Pennsylvania
$1.95M -$30.4K -430 -2%
TNB
36
Thomasville National Bank
Georgia
$1.6M -$44.8K -634 -3%
JFGIW
37
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.51M +$899K +12,726 +146%
BTS
38
BB&T Securities
Virginia
$1.49M -$11.8M -166,538 -89%
GG
39
GenWealth Group
New Jersey
$1.45M – – –
MC
40
Mathes Company
New York
$1.42M -$19.8K -280 -1%
Ameriprise
41
Ameriprise
Minnesota
$1.42M -$260K -3,686 -16%
GFPC
42
Global Financial Private Capital
Florida
$1.4M +$1.4M +19,840 New
PCG
43
Private Capital Group
Connecticut
$1.37M -$28.2K -400 -2%
Jane Street
44
Jane Street
New York
$1.37M +$1.37M +19,334 New
UCFA
45
United Capital Financial Advisors
Texas
$1.34M -$32.8K -464 -2%
MA
46
Mutual Advisors
Nebraska
$1.21M -$1.4M -19,814 -54%
MML Investors Services
47
MML Investors Services
Massachusetts
$1.2M -$171K -2,426 -12%
SPIA
48
Steward Partners Investment Advisory
New York
$991K +$28.2K +400 +3%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$976K -$78.9K -1,116 -7%
APA
50
American Portfolios Advisors
New York
$904K -$76.3K -1,080 -8%
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