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iShares Dow Jones US ETF
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Overview Fund Activity

222 hedge funds and large institutions have $446M invested in iShares Dow Jones US ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+5
Holders Change %
+2.3%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
60
Reduced
60
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$5.52M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.23M
3
HighTower Advisors
HighTower Advisors
Illinois
+$2.7M
4
GM
GeoWealth Management
Illinois
+$2.52M
5
SFS
Sharp Financial Services
Pennsylvania
+$1.31M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$61.6M
2
Goldman Sachs
Goldman Sachs
New York
-$6.18M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.72M
4
Ameriprise
Ameriprise
Minnesota
-$1.11M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$4.08M +$215K +1,678 +6%
AL
27
Aspiriant LLC
California
$3.81M – – –
MFG
28
Merit Financial Group
Georgia
$3.55M – – –
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$3.46M -$3.72M -28,990 -52%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$3.16M +$1.09M +8,494 +52%
AAIM
31
Asset Advisors Investment Management
Georgia
$3.11M – – –
MCC
32
Money Concepts Capital
Florida
$3.07M +$294K +2,293 +11%
PAG
33
Private Advisor Group
New Jersey
$3.06M -$33.8K -264 -1%
FHC
34
First Heartland Consultants
Missouri
$3.02M -$300K -2,340 -9%
Stifel Financial
35
Stifel Financial
Missouri
$2.83M -$178K -1,392 -6%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$2.8M +$159K +1,238 +6%
GM
37
GeoWealth Management
Illinois
$2.79M +$2.52M +19,709 +940%
TW
38
TrinityPoint Wealth
Connecticut
$2.66M -$3.46K -27 -0.1%
Ameriprise
39
Ameriprise
Minnesota
$2.41M -$1.11M -8,701 -32%
NP
40
NorthRock Partners
Minnesota
$2.22M – – –
Truist Financial
41
Truist Financial
North Carolina
$2.22M -$56K -437 -2%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$2.09M -$1.1M -8,605 -35%
EWA
43
EP Wealth Advisors
California
$2.06M -$38.8K -303 -2%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.99M -$155K -1,210 -7%
RWM
45
Ritholtz Wealth Management
New York
$1.9M – – –
TNB
46
Thomasville National Bank
Georgia
$1.69M -$61.1K -477 -3%
KAS
47
Kestra Advisory Services
Texas
$1.63M +$301K +2,351 +23%
SPIA
48
Steward Partners Investment Advisory
New York
$1.59M -$31.8K -248 -2%
SWA
49
Stratos Wealth Advisors
Ohio
$1.56M +$691K +5,394 +79%
SPC
50
Sigma Planning Corp
Michigan
$1.55M +$583K +4,551 +61%
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