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iShares Dow Jones US ETF
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Overview Fund Activity

147 hedge funds and large institutions have $234M invested in iShares Dow Jones US ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 50 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
-13
Holders Change %
-8.13%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
33
Reduced
50
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$25.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$28.6M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$3.31M
4
BWA
4
Beam Wealth Advisors
Louisiana
$1.11M
5
CA
5
Cetera Advisors
Colorado
$3.57M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.57M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$395K
4
Bank of America
4
Bank of America
North Carolina
$17.4M
5
Wells Fargo
5
Wells Fargo
California
$5.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.77M -$400K -6,346 -18%
SPC
27
Sigma Planning Corp
Michigan
$1.72M -$320K -5,070 -16%
TNB
28
Thomasville National Bank
Georgia
$1.69M +$138K +1,866 +9%
PAG
29
Private Advisor Group
New Jersey
$1.69M +$53.2K +844 +3%
AAIM
30
Asset Advisors Investment Management
Georgia
$1.65M – – –
Ameriprise
31
Ameriprise
Minnesota
$1.65M +$295K +4,682 +22%
CAM
32
Cresset Asset Management
Illinois
$1.48M – – –
Truist Financial
33
Truist Financial
North Carolina
$1.42M -$1.3M -20,630 -48%
Jane Street
34
Jane Street
New York
$1.38M +$961K +15,230 +227%
GG
35
GenWealth Group
New Jersey
$1.23M -$2.27K -36 -0.2%
MC
36
Mathes Company
New York
$1.17M -$85.8K -1,360 -7%
NP
37
NorthRock Partners
Minnesota
$1.12M -$378 -6 -0%
TF
38
TimeScale Financial
Massachusetts
$1.11M -$957K -15,186 -46%
BWA
39
Beam Wealth Advisors
Louisiana
$1.11M +$1.11M +17,642 New
Fidelity Investments
40
Fidelity Investments
Massachusetts
$1.07M -$127K -2,016 -11%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$1.07M +$785K +12,454 +275%
NC
42
NewSquare Capital
Pennsylvania
$1.04M -$780K -12,370 -43%
MA
43
Mutual Advisors
Nebraska
$997K -$161K -2,552 -14%
EIP
44
Ellis Investment Partners
Pennsylvania
$959K +$318K +5,276 +50%
BSW
45
Buckingham Strategic Wealth
Missouri
$790K +$472K +7,494 +149%
SPIA
46
Steward Partners Investment Advisory
New York
$762K -$44.1K -700 -5%
PS
47
Portfolio Solutions
Michigan
$757K – – –
AFP
48
Ausdal Financial Partners
Iowa
$709K +$3.04K +44 +0.4%
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$700K -$40.6K -644 -5%
IWM
50
IHT Wealth Management
Illinois
$657K -$9.21K -146 -1%
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