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iShares Dow Jones US ETF
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Overview Fund Activity

168 hedge funds and large institutions have $336M invested in iShares Dow Jones US ETF in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 136 increasing their positions, 6 reducing their positions, and 9 closing their positions.

Holders
168
Holders Change
+14
Holders Change %
+9.09%
% of All Funds
2.98%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
24
Increased
136
Reduced
6
Closed
9
Calls
–
Puts
$472K
Net Calls
-$472K
Net Calls Change
-$472K

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$15.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.15M
3
KAS
3
Kestra Advisory Services
Texas
$3.25M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$2.19M
5
TF
5
TIAA FSB
Florida
$1.51M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.58M
2
UBS Group
2
UBS Group
Switzerland
$13M
3
SIAP
3
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.08M
4
AAS
4
Avantax Advisory Services
Texas
$696K
5
Bank of America
5
Bank of America
North Carolina
$23.8M
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
26
EP Wealth Advisors
California
$2.6M 27,512 +13,756 +100%
AAIM
27
Asset Advisors Investment Management
Georgia
$2.43M 25,800 +12,900 +100%
PAG
28
Private Advisor Group
New Jersey
$2.42M 25,689 +12,054 +88%
TW
29
TrinityPoint Wealth
Connecticut
$2.41M 24,867 +12,381 +99%
CAM
30
Cresset Asset Management
Illinois
$2.21M 23,476 +11,738 +100%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$2.19M 23,188 +22,885 +7,553%
BFS
32
Bard Financial Services
Connecticut
$2.12M 22,500 +22,500 New
UCFA
33
United Capital Financial Advisors
Texas
$2.06M 21,846 +9,179 +72%
FHC
34
First Heartland Consultants
Missouri
$2.01M 21,320 +12,352 +138%
NC
35
NewSquare Capital
Pennsylvania
$1.88M 19,908 +13,563 +214%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$1.76M 18,631 +9,310 +100%
BSW
37
Buckingham Strategic Wealth
Missouri
$1.74M 18,440 +9,220 +100%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$1.67M 17,672 +8,795 +99%
NP
39
NorthRock Partners
Minnesota
$1.66M 17,598 +8,799 +100%
GG
40
GenWealth Group
New Jersey
$1.65M 17,487 +7,927 +83%
MC
41
Mathes Company
New York
$1.63M 17,260 +8,590 +99%
SPC
42
Sigma Planning Corp
Michigan
$1.56M 16,531 +8,502 +106%
TNB
43
Thomasville National Bank
Georgia
$1.54M 16,442 +7,559 +85%
TF
44
TIAA FSB
Florida
$1.51M 15,984 +15,984 New
EIP
45
Ellis Investment Partners
Pennsylvania
$1.44M 15,234 +7,333 +93%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.43M 15,198 +9,211 +154%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$1.39M 14,778 +7,262 +97%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$1.37M 14,487 +7,244 +100%
Truist Financial
49
Truist Financial
North Carolina
$1.33M 14,119 +7,377 +109%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$1.26M 13,318 +6,935 +109%
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