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iShares Dow Jones US ETF
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Overview Fund Activity

197 hedge funds and large institutions have $390M invested in iShares Dow Jones US ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-14
Holders Change %
-6.64%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
39
Reduced
79
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$10.9M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$2.45M
3
CA
3
Cetera Advisors
Colorado
$5.75M
4
MCC
4
Money Concepts Capital
Florida
$2.92M
5
WS
5
Wedbush Securities
California
$5.54M

Top Sellers

1
CAG
1
Csenge Advisory Group
Florida
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.26M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.81M
4
VWA
4
Visionary Wealth Advisors
Illinois
$651K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$3.03M – – –
EWA
27
EP Wealth Advisors
California
$2.94M -$33.4K -300 -1%
MCC
28
Money Concepts Capital
Florida
$2.92M +$959K +8,606 +49%
AAIM
29
Asset Advisors Investment Management
Georgia
$2.77M +$11.1K +100 +0.4%
TA
30
Townsend & Associates
Colorado
$2.73M +$288K +2,615 +12%
TW
31
TrinityPoint Wealth
Connecticut
$2.63M -$20.6K -185 -0.8%
FHC
32
First Heartland Consultants
Missouri
$2.62M +$42K +377 +2%
CAM
33
Cresset Asset Management
Illinois
$2.61M – – –
Fidelity Investments
34
Fidelity Investments
Massachusetts
$2.54M +$245K +2,203 +11%
BFS
35
Bard Financial Services
Connecticut
$2.51M – – –
BFEC
36
Benjamin F. Edwards & Company
Missouri
$2.45M +$2.45M +22,030 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.99M -$1.43M -12,860 -42%
HighTower Advisors
38
HighTower Advisors
Illinois
$1.97M +$216K +1,938 +12%
Truist Financial
39
Truist Financial
North Carolina
$1.91M +$15.5K +139 +0.8%
MC
40
Mathes Company
New York
$1.9M – – –
UCFA
41
United Capital Financial Advisors
Texas
$1.9M -$17K -153 -0.9%
PPW
42
Pinnacle Private Wealth
Massachusetts
$1.83M +$319K +2,862 +21%
TF
43
TIAA FSB
Florida
$1.75M -$5.57K -50 -0.3%
TNB
44
Thomasville National Bank
Georgia
$1.71M -$12.2K -110 -0.7%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$1.71M +$70.4K +632 +4%
SPC
46
Sigma Planning Corp
Michigan
$1.68M -$36.4K -327 -2%
NC
47
NewSquare Capital
Pennsylvania
$1.53M -$62.6K -562 -4%
SIA
48
Sage Investment Advisers
New York
$1.45M -$137K -1,234 -9%
SPIA
49
Steward Partners Investment Advisory
New York
$1.43M -$77.4K -695 -5%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$1.35M +$57.3K +515 +4%
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