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iShares Dow Jones US ETF
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Overview Fund Activity

217 hedge funds and large institutions have $452M invested in iShares Dow Jones US ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 10 closing their positions.

Holders
217
Holders Change
+14
Holders Change %
+6.9%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
25
Increased
71
Reduced
50
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$109M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$24.7M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$6.55M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.89M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$5.68M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$6.18M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
WS
3
Wedbush Securities
California
$4.6M
4
UBS Group
4
UBS Group
Switzerland
$7.8M
5
UCFA
5
United Capital Financial Advisors
Texas
$745K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
26
TD Waterhouse Canada
Ontario, Canada
$3.37M +$203K +1,583 +6%
MFG
27
Merit Financial Group
Georgia
$3.32M – – –
Ameriprise
28
Ameriprise
Minnesota
$3.21M +$957K +8,210 +42%
FHC
29
First Heartland Consultants
Missouri
$3.02M +$317K +2,721 +12%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$2.9M +$190K +1,631 +7%
AAIM
31
Asset Advisors Investment Management
Georgia
$2.83M – – –
PAG
32
Private Advisor Group
New Jersey
$2.81M +$1.17K +10 +0%
Stifel Financial
33
Stifel Financial
Missouri
$2.73M -$13.5K -116 -0.5%
MCC
34
Money Concepts Capital
Florida
$2.52M +$89.1K +765 +4%
TW
35
TrinityPoint Wealth
Connecticut
$2.42M -$65K -558 -3%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$2.4M +$95.6K +820 +4%
Truist Financial
37
Truist Financial
North Carolina
$2.07M -$40.7K -349 -2%
NP
38
NorthRock Partners
Minnesota
$2.02M +$785K +6,733 +63%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.97M +$23.8K +204 +1%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.95M +$129K +1,107 +7%
EWA
41
EP Wealth Advisors
California
$1.91M -$71.7K -615 -4%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.89M +$1.4M +11,984 +286%
RWM
43
Ritholtz Wealth Management
New York
$1.73M -$32K -275 -2%
TNB
44
Thomasville National Bank
Georgia
$1.59M -$49.2K -422 -3%
SPIA
45
Steward Partners Investment Advisory
New York
$1.48M +$23.9K +205 +2%
TIAA Trust, National Association
46
TIAA Trust, National Association
North Carolina
$1.45M -$27.7K -238 -2%
SIA
47
Sage Investment Advisers
New York
$1.4M +$816 +7 +0.1%
MAWCM
48
Mine & Arao Wealth Creation & Management
California
$1.31M +$12K +103 +0.9%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$1.29M +$10.3K +88 +0.8%
KAS
50
Kestra Advisory Services
Texas
$1.21M +$463K +3,972 +62%
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