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iShares Dow Jones US ETF
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Overview Fund Activity

174 hedge funds and large institutions have $340M invested in iShares Dow Jones US ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 61 reducing their positions, and 7 closing their positions.

Holders
174
Holders Change
+6
Holders Change %
+3.57%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
36
Reduced
61
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$10.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$43.3M
3
WS
3
Wedbush Securities
California
$2.04M
4
Wells Fargo
4
Wells Fargo
California
$10.8M
5
LPL Financial
5
LPL Financial
California
$28.6M

Top Sellers

1
TA
1
Townsend & Associates
Colorado
$2.04M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$224K
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$19.4M
4
KAS
4
Kestra Advisory Services
Texas
$1.05M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.8M
Name Market Value Shares Shares
Change 		Shares
Change %
TW
26
TrinityPoint Wealth
Connecticut
$2.46M 24,662 -205 -0.8%
BFEC
27
Benjamin F. Edwards & Company
Missouri
$2.38M 23,845 +657 +3%
CAM
28
Cresset Asset Management
Illinois
$2.34M 23,476 – –
FHC
29
First Heartland Consultants
Missouri
$2.28M 22,855 +1,535 +7%
BFS
30
Bard Financial Services
Connecticut
$2.25M 22,500 – –
UCFA
31
United Capital Financial Advisors
Texas
$2.16M 21,653 -193 -0.9%
TA
32
Townsend & Associates
Colorado
$2.04M 20,468 -215,061 -91%
WS
33
Wedbush Securities
California
$2.04M 20,450 +20,450 New
BA
34
Ballew Advisors
Mississippi
$1.97M 19,522 +9,761 +100%
NC
35
NewSquare Capital
Pennsylvania
$1.88M 18,823 -1,085 -5%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$1.8M 18,041 +369 +2%
NP
37
NorthRock Partners
Minnesota
$1.76M 17,598 – –
MCC
38
Money Concepts Capital
Florida
$1.73M 17,338 +8,110 +88%
MC
39
Mathes Company
New York
$1.72M 17,260 – –
SPC
40
Sigma Planning Corp
Michigan
$1.71M 17,157 +626 +4%
TF
41
TIAA FSB
Florida
$1.64M 16,368 +384 +2%
BSW
42
Buckingham Strategic Wealth
Missouri
$1.59M 15,930 -2,510 -14%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$1.58M 15,803 -2,828 -15%
HighTower Advisors
44
HighTower Advisors
Illinois
$1.52M 15,202 +4 +0%
GG
45
GenWealth Group
New Jersey
$1.49M 14,934 -2,553 -15%
JPMPWA
46
J.P. Morgan Private Wealth Advisors
California
$1.45M 14,487 – –
RJFSA
47
Raymond James Financial Services Advisors
Florida
$1.38M 13,800 +482 +4%
Truist Financial
48
Truist Financial
North Carolina
$1.33M 13,277 -842 -6%
TNB
49
Thomasville National Bank
Georgia
$1.29M 10,223 -6,219 -38%
SPIA
50
Steward Partners Investment Advisory
New York
$1.29M 12,880 +250 +2%
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