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iShares Dow Jones US ETF

154 hedge funds and large institutions have $285M invested in iShares Dow Jones US ETF in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 56 reducing their positions, and 11 closing their positions.

Holders
154
Holders Change
+8
Holders Change %
+5.48%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
32
Reduced
56
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$2.1M 12,667 -1,893 -13%
TW
27
TrinityPoint Wealth
Connecticut
$2.08M 12,486 -3,117 -20%
CAM
28
Cresset Asset Management
Illinois
$1.96M 11,738
SIAP
29
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.86M 22,816 +6,664 +41%
AAS
30
Avantax Advisory Services
Texas
$1.7M 10,124 +7,139 +239%
GG
31
GenWealth Group
New Jersey
$1.63M 9,560 -158 -2%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.55M 9,321 -804 -8%
BSW
33
Buckingham Strategic Wealth
Missouri
$1.54M 9,220 -45 -0.5%
FHC
34
First Heartland Consultants
Missouri
$1.5M 8,968 -3,266 -27%
TNB
35
Thomasville National Bank
Georgia
$1.48M 8,883 -292 -3%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$1.48M 8,877 -443 -5%
NP
37
NorthRock Partners
Minnesota
$1.47M 8,799 -1 -0%
MC
38
Mathes Company
New York
$1.45M 8,670 -85 -1%
SPC
39
Sigma Planning Corp
Michigan
$1.34M 8,029 +1,905 +31%
EIP
40
Ellis Investment Partners
Pennsylvania
$1.32M 7,901 -450 -5%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$1.24M 7,516 +112 +2%
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$1.21M 7,243
TF
43
TimeScale Financial
Massachusetts
$1.15M 6,825 -618 -8%
Truist Financial
44
Truist Financial
North Carolina
$1.12M 6,742 +1,195 +22%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$1.06M 6,383 +280 +5%
NC
46
NewSquare Capital
Pennsylvania
$1.06M 6,345 -1,645 -21%
MA
47
Mutual Advisors
Nebraska
$1.05M 6,323 -1,171 -16%
SPIA
48
Steward Partners Investment Advisory
New York
$1.05M 6,315 +270 +4%
PS
49
Portfolio Solutions
Michigan
$1M 6,000
HighTower Advisors
50
HighTower Advisors
Illinois
$997K 5,987 -17,629 -75%