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iShares Dow Jones US ETF
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Overview Fund Activity

186 hedge funds and large institutions have $364M invested in iShares Dow Jones US ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 55 reducing their positions, and 7 closing their positions.

Holders
186
Holders Change
+4
Holders Change %
+2.2%
% of All Funds
3.27%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
40
Reduced
55
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.6M
2
VWA
2
Visionary Wealth Advisors
Illinois
$2.78M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.58M
4
LPL Financial
4
LPL Financial
California
$33.1M
5
PAG
5
Private Advisor Group
New Jersey
$4.78M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$21.9M
2
CAG
2
Csenge Advisory Group
Florida
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
JWCA
5
J.W. Cole Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
26
EP Wealth Advisors
California
$2.89M -$15.1K -140 -0.5%
VWA
27
Visionary Wealth Advisors
Illinois
$2.78M +$2.78M +25,769 New
AAIM
28
Asset Advisors Investment Management
Georgia
$2.68M – – –
TW
29
TrinityPoint Wealth
Connecticut
$2.59M +$51.6K +478 +2%
Goldman Sachs
30
Goldman Sachs
New York
$2.58M +$2.58M +23,896 New
CAM
31
Cresset Asset Management
Illinois
$2.53M – – –
FHC
32
First Heartland Consultants
Missouri
$2.53M +$48.4K +449 +2%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$2.48M +$432K +4,008 +21%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$2.47M -$116K -1,077 -4%
BFS
35
Bard Financial Services
Connecticut
$2.43M – – –
TA
36
Townsend & Associates
Colorado
$2.36M +$111K +1,016 +5%
NP
37
NorthRock Partners
Minnesota
$1.9M – – –
UCFA
38
United Capital Financial Advisors
Texas
$1.85M -$15.5K -144 -0.8%
MC
39
Mathes Company
New York
$1.85M – – –
TF
40
TIAA FSB
Florida
$1.7M -$30.2K -280 -2%
TNB
41
Thomasville National Bank
Georgia
$1.65M -$21.6K -200 -1%
AWM
42
Avondale Wealth Management
Texas
$1.63M +$251K +2,328 +18%
HighTower Advisors
43
HighTower Advisors
Illinois
$1.63M +$646 +6 +0%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$1.6M -$113K -1,050 -7%
KM
45
Kalos Management
Georgia
$1.58M +$461K +3,928 +41%
SPC
46
Sigma Planning Corp
Michigan
$1.57M +$72K +668 +5%
NC
47
NewSquare Capital
Pennsylvania
$1.54M -$17.3K -160 -1%
Truist Financial
48
Truist Financial
North Carolina
$1.54M +$26.7K +248 +2%
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$1.54M -$43.2K -400 -3%
SPIA
50
Steward Partners Investment Advisory
New York
$1.47M – – –
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