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iShares Dow Jones US ETF
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Overview Fund Activity

198 hedge funds and large institutions have $344M invested in iShares Dow Jones US ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 54 reducing their positions, and 12 closing their positions.

Holders
198
Holders Change
+6
Holders Change %
+3.13%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
51
Reduced
54
Closed
12
Calls
$244K
Puts
$22K
Net Calls
+$222K
Net Calls Change
-$5K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$5.42M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$8.19M
3
Ameriprise
3
Ameriprise
Minnesota
$4.14M
4
EWA
4
EP Wealth Advisors
California
$2.07M
5
RWM
5
Ritholtz Wealth Management
New York
$1.64M

Top Sellers

1
MCC
1
Money Concepts Capital
Florida
$2.23M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.74M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.61M
4
LPL Financial
4
LPL Financial
California
$32.4M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$2.68M – – –
AAIM
27
Asset Advisors Investment Management
Georgia
$2.63M -$43.3K -400 -2%
Stifel Financial
28
Stifel Financial
Missouri
$2.58M -$4.55K -42 -0.2%
FHC
29
First Heartland Consultants
Missouri
$2.52M -$3.58K -33 -0.1%
BFS
30
Bard Financial Services
Connecticut
$2.44M – – –
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$2.36M +$248K +2,288 +12%
TW
32
TrinityPoint Wealth
Connecticut
$2.35M -$16.9K -156 -0.7%
MCC
33
Money Concepts Capital
Florida
$2.23M -$13.2M -122,103 -86%
EWA
34
EP Wealth Advisors
California
$2.07M +$1.7M +45,267 +467%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$1.95M -$51.9K -479 -3%
Truist Financial
36
Truist Financial
North Carolina
$1.82M +$20.7K +191 +1%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.73M -$21K -194 -1%
UCFA
38
United Capital Financial Advisors
Texas
$1.67M +$6.28K +58 +0.4%
RWM
39
Ritholtz Wealth Management
New York
$1.64M +$1.64M +15,142 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.61M -$1.77M -16,346 -52%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.6M +$818K +7,550 +104%
TNB
42
Thomasville National Bank
Georgia
$1.56M -$20.7K -191 -1%
TF
43
TIAA FSB
Florida
$1.55M -$66.4K -613 -4%
SPC
44
Sigma Planning Corp
Michigan
$1.52M -$371K -3,424 -20%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$1.49M -$963K -8,891 -39%
SPIA
46
Steward Partners Investment Advisory
New York
$1.35M +$16.1K +149 +1%
SIA
47
Sage Investment Advisers
New York
$1.3M +$217 +2 +0%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$1.21M +$3.14K +29 +0.3%
MAWCM
49
Mine & Arao Wealth Creation & Management
California
$1.21M +$2.82K +26 +0.2%
NP
50
NorthRock Partners
Minnesota
$1.14M -$116K -1,070 -9%
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