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iShares Dow Jones US ETF
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Overview Fund Activity

203 hedge funds and large institutions have $338M invested in iShares Dow Jones US ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 52 reducing their positions, and 8 closing their positions.

Holders
203
Holders Change
+5
Holders Change %
+2.53%
% of All Funds
3.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
43
Reduced
52
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$3.7M
2
Comerica Bank
2
Comerica Bank
Texas
$3.52M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$3.44M
4
Goldman Sachs
4
Goldman Sachs
New York
$7.92M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.95M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$3.18M
2
EWA
2
EP Wealth Advisors
California
$1.78M
3
GVAG
3
Great Valley Advisor Group
Delaware
$1.45M
4
BFS
4
Bard Financial Services
Connecticut
$0
5
Ameriprise
5
Ameriprise
Minnesota
$2.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
26
TD Waterhouse Canada
Ontario, Canada
$2.88M -$15.8K -135 -0.5%
AAIM
27
Asset Advisors Investment Management
Georgia
$2.54M – – –
PAG
28
Private Advisor Group
New Jersey
$2.52M +$8.78K +84 +0.3%
Stifel Financial
29
Stifel Financial
Missouri
$2.46M -$28.6K -274 -1%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$2.43M +$162K +1,549 +7%
FHC
31
First Heartland Consultants
Missouri
$2.43M +$104 +1 +0%
Citadel Advisors
32
Citadel Advisors
Florida
$2.29M -$349K -3,337 -13%
TW
33
TrinityPoint Wealth
Connecticut
$2.23M -$36K -345 -2%
MCC
34
Money Concepts Capital
Florida
$2.18M +$28.5K +273 +1%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$2.07M +$189K +1,807 +10%
Ameriprise
36
Ameriprise
Minnesota
$2.02M -$1.97M -18,849 -49%
Truist Financial
37
Truist Financial
North Carolina
$1.89M +$133K +1,273 +8%
EWA
38
EP Wealth Advisors
California
$1.78M -$3.96M -37,948 -69%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.74M +$73.9K +708 +4%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.64M +$80.6K +771 +5%
RWM
41
Ritholtz Wealth Management
New York
$1.58M -$5.22K -50 -0.3%
UCFA
42
United Capital Financial Advisors
Texas
$1.57M -$42.4K -406 -3%
TNB
43
Thomasville National Bank
Georgia
$1.47M -$32.1K -307 -2%
GVAG
44
Great Valley Advisor Group
Delaware
$1.45M -$2.44M -23,356 -63%
SPC
45
Sigma Planning Corp
Michigan
$1.39M -$77.8K -745 -5%
TIAA Trust, National Association
46
TIAA Trust, National Association
North Carolina
$1.32M +$1.32M +12,645 New
SPIA
47
Steward Partners Investment Advisory
New York
$1.3M – – –
SIA
48
Sage Investment Advisers
New York
$1.25M – – –
MAWCM
49
Mine & Arao Wealth Creation & Management
California
$1.17M +$209 +2 +0%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$1.15M -$24K -230 -2%
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