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iShares Dow Jones US ETF
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Overview Fund Activity

188 hedge funds and large institutions have $321M invested in iShares Dow Jones US ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 66 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-9
Holders Change %
-4.57%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
40
Reduced
66
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$5.22M
2
WA
Wealthstar Advisors
Texas
+$4.28M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.78M
4
WS
Wedbush Securities
California
+$1.15M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$714K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$4.11M
2
BFEC
Benjamin F. Edwards & Company
Missouri
-$2.45M
3
NC
NewSquare Capital
Pennsylvania
-$1.53M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.26M
5
Morgan Stanley
Morgan Stanley
New York
-$960K
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
26
Townsend & Associates
Colorado
$2.48M +$143K +1,524 +6%
PAG
27
Private Advisor Group
New Jersey
$2.48M -$37.3K -404 -1%
EWA
28
EP Wealth Advisors
California
$2.31M -$135K -1,458 -6%
AAIM
29
Asset Advisors Investment Management
Georgia
$2.3M – – –
IWA
30
IBEX Wealth Advisors
New Jersey
$2.24M -$661K -7,163 -23%
CAM
31
Cresset Asset Management
Illinois
$2.17M – – –
FHC
32
First Heartland Consultants
Missouri
$2.16M -$12.1K -131 -0.6%
BFS
33
Bard Financial Services
Connecticut
$2.08M – – –
TW
34
TrinityPoint Wealth
Connecticut
$2.07M -$119K -1,288 -5%
PPW
35
Pinnacle Private Wealth
Massachusetts
$2.01M +$496K +5,374 +33%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$1.98M -$125K -1,352 -6%
MCC
37
Money Concepts Capital
Florida
$1.67M -$778K -8,333 -32%
Truist Financial
38
Truist Financial
North Carolina
$1.65M +$59.3K +642 +4%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.64M +$277 +3 +0%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$1.58M +$160K +1,729 +11%
MC
41
Mathes Company
New York
$1.57M -$9.24K -100 -0.6%
UCFA
42
United Capital Financial Advisors
Texas
$1.56M -$17.9K -194 -1%
SPC
43
Sigma Planning Corp
Michigan
$1.54M +$143K +1,545 +10%
TF
44
TIAA FSB
Florida
$1.4M -$54.4K -589 -4%
TNB
45
Thomasville National Bank
Georgia
$1.38M -$35.8K -388 -3%
SPIA
46
Steward Partners Investment Advisory
New York
$1.13M -$53.3K -577 -5%
SIA
47
Sage Investment Advisers
New York
$1.11M -$90.9K -984 -8%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$1.08M -$4.06K -44 -0.4%
MAWCM
49
Mine & Arao Wealth Creation & Management
California
$1.04M +$2.31K +25 +0.2%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$1.02M -$625K -6,774 -38%
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