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iShares Dow Jones US ETF
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Overview Fund Activity

160 hedge funds and large institutions have $324M invested in iShares Dow Jones US ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+14
Holders Change %
+9.59%
% of All Funds
3.16%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
37
Reduced
46
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$26.6M
2
Bank of America
2
Bank of America
North Carolina
$26.2M
3
Truist Financial
3
Truist Financial
North Carolina
$3.44M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.69M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.86M
2
JFGIW
2
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$0
3
PCG
3
Private Capital Group
Connecticut
$0
4
UBS Group
4
UBS Group
Switzerland
$15.6M
5
AG
5
Advisor Group
Arizona
$5.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.75M -$430K -5,388 -14%
TF
27
TimeScale Financial
Massachusetts
$2.62M -$167K -2,094 -6%
SPC
28
Sigma Planning Corp
Michigan
$2.58M +$258K +3,230 +11%
TW
29
TrinityPoint Wealth
Connecticut
$2.56M -$14.8K -186 -0.6%
UCFA
30
United Capital Financial Advisors
Texas
$2.35M +$955 +12 +0%
NC
31
NewSquare Capital
Pennsylvania
$2.31M +$51.9K +650 +2%
AAIM
32
Asset Advisors Investment Management
Georgia
$2.13M +$48.7K +600 +2%
PAG
33
Private Advisor Group
New Jersey
$2.07M +$1.37M +17,164 +196%
IWA
34
IBEX Wealth Advisors
New Jersey
$2.06M -$52.8K -662 -3%
CAM
35
Cresset Asset Management
Illinois
$1.87M – – –
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.86M -$1.71M -21,372 -48%
Ameriprise
37
Ameriprise
Minnesota
$1.72M -$841K -10,496 -33%
TNB
38
Thomasville National Bank
Georgia
$1.68M -$149K -1,866 -8%
MC
39
Mathes Company
New York
$1.59M -$3.99K -50 -0.3%
GG
40
GenWealth Group
New Jersey
$1.55M – – –
Fidelity Investments
41
Fidelity Investments
Massachusetts
$1.52M +$76.3K +956 +5%
EWA
42
EP Wealth Advisors
California
$1.47M +$1.47M +18,388 New
MA
43
Mutual Advisors
Nebraska
$1.47M +$24.6K +308 +2%
NP
44
NorthRock Partners
Minnesota
$1.42M +$51.1K +640 +4%
SPIA
45
Steward Partners Investment Advisory
New York
$1.02M – – –
PS
46
Portfolio Solutions
Michigan
$958K – – –
HighTower Advisors
47
HighTower Advisors
Illinois
$936K +$479 +6 +0.1%
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
$935K +$3.98K +50 +0.4%
PAG
49
Private Advisory Group
Washington
$914K +$222K +2,784 +32%
EIP
50
Ellis Investment Partners
Pennsylvania
$854K +$38.9K +484 +5%
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