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iShares Dow Jones US ETF
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Overview Fund Activity

182 hedge funds and large institutions have $374M invested in iShares Dow Jones US ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 48 reducing their positions, and 9 closing their positions.

Holders
182
Holders Change
+8
Holders Change %
+4.6%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
52
Reduced
48
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAG
1
Csenge Advisory Group
Florida
$5M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$3.77M
3
MFG
3
Merit Financial Group
Georgia
$3.07M
4
Bank of America
4
Bank of America
North Carolina
$30.5M
5
TRCT
5
Tower Research Capital (TRC)
New York
$2.69M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$10.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$45.6M
4
BA
4
Ballew Advisors
Mississippi
$1.07M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$858K
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
26
Wedbush Securities
California
$2.92M +$712K +6,598 +32%
EWA
27
EP Wealth Advisors
California
$2.91M -$58.7K -544 -2%
PAG
28
Private Advisor Group
New Jersey
$2.72M – – –
TRCT
29
Tower Research Capital (TRC)
New York
$2.69M +$2.63M +24,356 +4,502%
AAIM
30
Asset Advisors Investment Management
Georgia
$2.68M -$108K -1,000 -4%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$2.58M +$9.93K +92 +0.4%
TW
32
TrinityPoint Wealth
Connecticut
$2.54M -$123K -1,141 -5%
CAM
33
Cresset Asset Management
Illinois
$2.54M – – –
FHC
34
First Heartland Consultants
Missouri
$2.48M +$13.5K +125 +0.5%
BFS
35
Bard Financial Services
Connecticut
$2.43M – – –
FTUS
36
Flow Traders U.S.
New York
$2.27M +$2.27M +21,017 New
TA
37
Townsend & Associates
Colorado
$2.26M +$11.2K +102 +0.5%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$2.05M +$101K +936 +5%
NP
39
NorthRock Partners
Minnesota
$1.9M – – –
UCFA
40
United Capital Financial Advisors
Texas
$1.87M -$466K -4,318 -20%
MC
41
Mathes Company
New York
$1.85M -$17.3K -160 -0.9%
TF
42
TIAA FSB
Florida
$1.73M -$36.1K -334 -2%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$1.71M +$4.97K +46 +0.3%
TNB
44
Thomasville National Bank
Georgia
$1.67M +$566K +5,243 +51%
HighTower Advisors
45
HighTower Advisors
Illinois
$1.63M -$11.7K -108 -0.7%
JPMPWA
46
J.P. Morgan Private Wealth Advisors
California
$1.59M +$22K +204 +1%
NC
47
NewSquare Capital
Pennsylvania
$1.56M -$470K -4,355 -23%
Truist Financial
48
Truist Financial
North Carolina
$1.52M +$84.9K +787 +6%
SPC
49
Sigma Planning Corp
Michigan
$1.5M -$352K -3,257 -19%
SPIA
50
Steward Partners Investment Advisory
New York
$1.47M +$81.2K +752 +6%
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