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iShares Dow Jones US ETF
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Overview Fund Activity

219 hedge funds and large institutions have $447M invested in iShares Dow Jones US ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
-3
Holders Change %
-1.35%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
55
Reduced
63
Closed
14
Calls
$860K
Puts
$40K
Net Calls
+$820K
Net Calls Change
+$820K

Top Buyers

1
KWM
1
Kingsview Wealth Management
Oregon
$3.24M
2
LPL Financial
2
LPL Financial
California
$43.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.48M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$6.42M
5
SWA
5
Stratos Wealth Advisors
Ohio
$2.71M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.92M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$26.3M
3
GM
3
GeoWealth Management
Illinois
$0
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$3.14M
5
TWC
5
TD Waterhouse Canada
Ontario, Canada
$2.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$3.55M -$38.7K -291 -1%
KWM
27
Kingsview Wealth Management
Oregon
$3.24M +$2.94M +22,230 +986%
PAG
28
Private Advisor Group
New Jersey
$3.21M +$51.7K +391 +2%
MCC
29
Money Concepts Capital
Florida
$3.2M +$28.7K +217 +0.9%
AAIM
30
Asset Advisors Investment Management
Georgia
$3.16M -$54.9K -415 -2%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$3.14M -$1.93M -14,562 -38%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$3.08M +$183K +1,386 +6%
Ameriprise
33
Ameriprise
Minnesota
$2.93M +$437K +3,306 +18%
TW
34
TrinityPoint Wealth
Connecticut
$2.74M -$6.48K -49 -0.2%
Stifel Financial
35
Stifel Financial
Missouri
$2.72M -$200K -1,513 -7%
SWA
36
Stratos Wealth Advisors
Ohio
$2.71M +$1.09M +8,270 +68%
TWC
37
TD Waterhouse Canada
Ontario, Canada
$2.33M -$1.49M -11,204 -39%
NP
38
NorthRock Partners
Minnesota
$2.29M – – –
Truist Financial
39
Truist Financial
North Carolina
$2.28M -$10.3K -78 -0.5%
EWA
40
EP Wealth Advisors
California
$2.1M -$28.4K -215 -1%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$2.1M +$39.3K +297 +2%
Citadel Advisors
42
Citadel Advisors
Florida
$1.92M -$3.77M -28,531 -66%
RWM
43
Ritholtz Wealth Management
New York
$1.87M -$93.9K -710 -5%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$1.64M +$263K +1,988 +19%
TNB
45
Thomasville National Bank
Georgia
$1.63M -$114K -858 -6%
SPIA
46
Steward Partners Investment Advisory
New York
$1.62M -$25.4K -192 -2%
SIA
47
Sage Investment Advisers
New York
$1.58M -$6.35K -48 -0.4%
KAS
48
Kestra Advisory Services
Texas
$1.56M -$3.44K -28 -0.2%
SPC
49
Sigma Planning Corp
Michigan
$1.5M -$93.5K -707 -6%
MAWCM
50
Mine & Arao Wealth Creation & Management
California
$1.49M +$15.6K +118 +1%
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