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iShares Dow Jones US ETF
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Overview Fund Activity

211 hedge funds and large institutions have $426M invested in iShares Dow Jones US ETF in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 50 reducing their positions, and 7 closing their positions.

Holders
211
Holders Change
+25
Holders Change %
+13.44%
% of All Funds
3.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
58
Reduced
50
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAG
1
Csenge Advisory Group
Florida
$5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.81M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.62M
4
Morgan Stanley
4
Morgan Stanley
New York
$56.3M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.95M

Top Sellers

1
BFEC
1
Benjamin F. Edwards & Company
Missouri
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$577K
3
PAG
3
Private Advisor Group
New Jersey
$3.21M
4
Bank of America
4
Bank of America
North Carolina
$23M
5
Wells Fargo
5
Wells Fargo
California
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
26
Merit Financial Group
Georgia
$3.36M – – –
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$3.34M -$312K -2,649 -9%
PAG
28
Private Advisor Group
New Jersey
$3.21M -$2.01M -17,044 -38%
EWA
29
EP Wealth Advisors
California
$3.15M -$8.25K -70 -0.3%
TWC
30
TD Waterhouse Canada
Ontario, Canada
$3.08M +$3.08M +23,744 New
VWA
31
Visionary Wealth Advisors
Illinois
$2.96M -$74.4K -631 -2%
AAIM
32
Asset Advisors Investment Management
Georgia
$2.92M – – –
TW
33
TrinityPoint Wealth
Connecticut
$2.81M -$19.8K -168 -0.7%
CAM
34
Cresset Asset Management
Illinois
$2.77M – – –
BFS
35
Bard Financial Services
Connecticut
$2.65M – – –
TA
36
Townsend & Associates
Colorado
$2.55M +$72.9K +636 +3%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$2.43M -$280K -2,377 -10%
NP
38
NorthRock Partners
Minnesota
$2.07M – – –
MCC
39
Money Concepts Capital
Florida
$2.07M +$2.07M +17,584 New
UCFA
40
United Capital Financial Advisors
Texas
$2.03M +$4.72K +40 +0.2%
MC
41
Mathes Company
New York
$2.02M – – –
Truist Financial
42
Truist Financial
North Carolina
$2.01M +$322K +2,730 +19%
HighTower Advisors
43
HighTower Advisors
Illinois
$1.86M +$79.6K +675 +4%
TF
44
TIAA FSB
Florida
$1.86M – – –
TNB
45
Thomasville National Bank
Georgia
$1.83M +$26.2K +222 +1%
SPC
46
Sigma Planning Corp
Michigan
$1.82M +$98.1K +832 +6%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$1.73M -$11.5K -98 -0.7%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$1.73M +$43.5K +369 +3%
NC
49
NewSquare Capital
Pennsylvania
$1.69M +$2K +17 +0.1%
SIA
50
Sage Investment Advisers
New York
$1.68M +$1.68M +14,227 New
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