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iShares Dow Jones US ETF
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Overview Fund Activity

235 hedge funds and large institutions have $484M invested in iShares Dow Jones US ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 61 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+16
Holders Change %
+7.31%
% of All Funds
3.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
59
Reduced
61
Closed
11
Calls
$921K
Puts
–
Net Calls
+$921K
Net Calls Change
+$101K

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$3.36M
2
GM
2
GeoWealth Management
Illinois
$3.13M
3
ECA
3
Elevation Capital Advisory
Oregon
$3.12M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$2.26M
5
Wells Fargo
5
Wells Fargo
California
$17.4M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$23.4M
2
KWM
2
Kingsview Wealth Management
Oregon
$299K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.14M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
TWC
5
TD Waterhouse Canada
Ontario, Canada
$905K
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
26
Flow Traders U.S.
New York
$3.36M +$3.36M +24,046 New
Fidelity Investments
27
Fidelity Investments
Massachusetts
$3.36M +$110K +789 +3%
PAG
28
Private Advisor Group
New Jersey
$3.35M -$42.4K -304 -1%
AAIM
29
Asset Advisors Investment Management
Georgia
$3.33M -$140 -1 -0%
MCC
30
Money Concepts Capital
Florida
$3.33M -$47.5K -340 -1%
FHC
31
First Heartland Consultants
Missouri
$3.31M +$55.4K +397 +2%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$3.3M -$10.7K -77 -0.3%
GM
33
GeoWealth Management
Illinois
$3.13M +$3.13M +22,387 New
ECA
34
Elevation Capital Advisory
Oregon
$3.12M +$3.12M +22,387 New
Ameriprise
35
Ameriprise
Minnesota
$3.08M -$12K -86 -0.4%
Stifel Financial
36
Stifel Financial
Missouri
$3.08M +$207K +1,485 +7%
SWA
37
Stratos Wealth Advisors
Ohio
$2.9M +$41.6K +298 +1%
TW
38
TrinityPoint Wealth
Connecticut
$2.78M -$110K -791 -4%
Truist Financial
39
Truist Financial
North Carolina
$2.46M +$51.1K +366 +2%
NP
40
NorthRock Partners
Minnesota
$2.42M – – –
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$2.28M +$65.3K +468 +3%
Kovitz Investment Group Partners
42
Kovitz Investment Group Partners
Illinois
$2.26M +$2.26M +16,193 New
EWA
43
EP Wealth Advisors
California
$2.21M -$7.68K -55 -0.3%
RWM
44
Ritholtz Wealth Management
New York
$1.97M – – –
AFG
45
Arkansas Financial Group
Arkansas
$1.85M +$824K +5,901 +81%
KAS
46
Kestra Advisory Services
Texas
$1.79M +$16.8K +120 +0.9%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$1.75M +$21.6K +155 +1%
TNB
48
Thomasville National Bank
Georgia
$1.73M +$9.91K +71 +0.6%
SPIA
49
Steward Partners Investment Advisory
New York
$1.73M +$19.1K +137 +1%
Jane Street
50
Jane Street
New York
$1.7M +$1.48M +10,571 +664%
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