IYY icon

iShares Dow Jones US ETF

189 hedge funds and large institutions have $284M invested in iShares Dow Jones US ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
43
Reduced
50
Closed
16
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$2.23M -$858K -9,785 -28%
AAIM
27
Asset Advisors Investment Management
Georgia
$2.18M
EWA
28
EP Wealth Advisors
California
$2.18M -$9.65K -110 -0.4%
BFS
29
Bard Financial Services
Connecticut
$1.97M
TW
30
TrinityPoint Wealth
Connecticut
$1.94M -$25.4K -290 -1%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$1.82M -$59.3K -676 -3%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.81M +$318K +3,627 +21%
Truist Financial
33
Truist Financial
North Carolina
$1.74M +$175K +1,991 +11%
MCC
34
Money Concepts Capital
Florida
$1.64M +$77K +878 +5%
MC
35
Mathes Company
New York
$1.49M
SPC
36
Sigma Planning Corp
Michigan
$1.49M +$32.2K +367 +2%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.42M -$137K -1,565 -9%
UCFA
38
United Capital Financial Advisors
Texas
$1.4M -$82.7K -943 -6%
TF
39
TIAA FSB
Florida
$1.33M
TNB
40
Thomasville National Bank
Georgia
$1.3M -$11.9K -136 -0.9%
SPIA
41
Steward Partners Investment Advisory
New York
$1.07M
SIA
42
Sage Investment Advisers
New York
$1.05M
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$1.04M +$17.3K +197 +2%
NP
44
NorthRock Partners
Minnesota
$1.02M +$60.7K +692 +6%
MAWCM
45
Mine & Arao Wealth Creation & Management
California
$989K +$3.07K +35 +0.3%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$972K +$4.3K +49 +0.4%
EIP
47
Ellis Investment Partners
Pennsylvania
$893K +$26.7K +305 +3%
MML Investors Services
48
MML Investors Services
Massachusetts
$888K -$78.2K -892 -8%
MA
49
Mutual Advisors
Nebraska
$854K -$7.63K -87 -0.9%
Comerica Bank
50
Comerica Bank
Texas
$847K