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iShares Dow Jones US ETF
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Overview Fund Activity

192 hedge funds and large institutions have $301M invested in iShares Dow Jones US ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 60 reducing their positions, and 13 closing their positions.

Holders
192
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
3.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
38
Reduced
60
Closed
13
Calls
$293K
Puts
$66K
Net Calls
+$227K
Net Calls Change
+$226K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.61M
2
MCC
2
Money Concepts Capital
Florida
$2.17M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.12M
4
LPL Financial
4
LPL Financial
California
$31.3M
5
CG
5
Cutler Group
California
$493K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$6.11M
2
Bank of America
2
Bank of America
North Carolina
$12.5M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$724K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.95M
5
FC
5
Financial Consulate
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$2.39M 23,901 -1,366 -5%
FHC
27
First Heartland Consultants
Missouri
$2.33M 23,252 -401 -2%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$2.27M 22,685 -656 -3%
BFS
29
Bard Financial Services
Connecticut
$2.25M 22,500 – –
TW
30
TrinityPoint Wealth
Connecticut
$2.19M 21,866 -165 -0.7%
MCC
31
Money Concepts Capital
Florida
$2.17M 142,718 +114,969 +414%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.95M 19,455 -978 -5%
Ameriprise
33
Ameriprise
Minnesota
$1.87M 18,685 -9,830 -34%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$1.85M 18,483 -2,220 -11%
SPC
35
Sigma Planning Corp
Michigan
$1.75M 17,471 +479 +3%
Truist Financial
36
Truist Financial
North Carolina
$1.67M 16,652 -252 -1%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.62M 16,158 +4 +0%
UCFA
38
United Capital Financial Advisors
Texas
$1.54M 15,374 -258 -2%
TF
39
TIAA FSB
Florida
$1.5M 14,949 -166 -1%
TNB
40
Thomasville National Bank
Georgia
$1.46M 14,606 -220 -1%
JPMPWA
41
J.P. Morgan Private Wealth Advisors
California
$1.29M 12,871 -316 -2%
SPIA
42
Steward Partners Investment Advisory
New York
$1.23M 12,317 +90 +0.7%
SIA
43
Sage Investment Advisers
New York
$1.2M 11,967 +3 +0%
NP
44
NorthRock Partners
Minnesota
$1.16M 11,632 – –
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$1.12M 11,175 +40 +0.4%
MAWCM
46
Mine & Arao Wealth Creation & Management
California
$1.12M 11,150 -65 -0.6%
FTUS
47
Flow Traders U.S.
New York
$1.01M 10,060 -6,148 -38%
EIP
48
Ellis Investment Partners
Pennsylvania
$960K 9,598 -694 -7%
CAN
49
Cetera Advisor Networks
California
$940K 9,393 -231 -2%
KWM
50
Kaydan Wealth Management
Michigan
$930K 9,292 – –
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