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iShares Dow Jones US ETF
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Overview Fund Activity

259 hedge funds and large institutions have $556M invested in iShares Dow Jones US ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+24
Holders Change %
+10.21%
% of All Funds
3.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
71
Reduced
66
Closed
8
Calls
$801K
Puts
$14K
Net Calls
+$787K
Net Calls Change
-$134K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$18.2M
2
Osaic Holdings
Osaic Holdings
Arizona
+$5.22M
3
IWA
IBEX Wealth Advisors
New Jersey
+$4.61M
4
EP
Essential Planning
New Hampshire
+$3.92M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.94M

Top Sellers

1
LPL Financial
LPL Financial
California
-$4.87M
2
HighTower Advisors
HighTower Advisors
Illinois
-$3.53M
3
FTUS
Flow Traders U.S.
New York
-$3.36M
4
HOWA
Heritage Oak Wealth Advisors
Florida
-$1.27M
5
SWA
Stratos Wealth Advisors
Ohio
-$797K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
26
Merit Financial Group
Georgia
$4.07M – – –
EP
27
Essential Planning
New Hampshire
$3.92M +$3.92M +27,300 New
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$3.78M +$64K +447 +2%
MCC
29
Money Concepts Capital
Florida
$3.64M +$227K +1,586 +7%
PAG
30
Private Advisor Group
New Jersey
$3.63M +$196K +1,373 +6%
DCA
31
DSG Capital Advisors
Minnesota
$3.55M +$3.55M +24,800 New
FHC
32
First Heartland Consultants
Missouri
$3.38M -$15.9K -111 -0.5%
AAIM
33
Asset Advisors Investment Management
Georgia
$3.38M -$36.5K -255 -1%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$3.38M -$3.58K -25 -0.1%
EWA
35
EP Wealth Advisors
California
$3.28M +$1.01M +7,090 +45%
GM
36
GeoWealth Management
Illinois
$3.28M +$74K +517 +2%
ECA
37
Elevation Capital Advisory
Oregon
$3.28M +$74K +517 +2%
GWS
38
Greykasell Wealth Strategies
California
$3.15M +$3.15M +22,035 New
Stifel Financial
39
Stifel Financial
Missouri
$3.14M -$15.7K -110 -0.5%
Citadel Advisors
40
Citadel Advisors
Florida
$2.94M +$2.94M +20,581 New
TW
41
TrinityPoint Wealth
Connecticut
$2.71M -$142K -994 -5%
FF
42
Finley Financial
Nevada
$2.59M +$2.59M +17,878 New
Jane Street
43
Jane Street
New York
$2.57M +$834K +5,826 +48%
NP
44
NorthRock Partners
Minnesota
$2.46M -$25.8K -180 -1%
Truist Financial
45
Truist Financial
North Carolina
$2.41M -$109K -759 -4%
KAS
46
Kestra Advisory Services
Texas
$2.36M +$522K +3,647 +28%
SWA
47
Stratos Wealth Advisors
Ohio
$2.17M -$797K -5,572 -27%
AFG
48
Arkansas Financial Group
Arkansas
$2.14M +$244K +1,706 +13%
Kovitz Investment Group Partners
49
Kovitz Investment Group Partners
Illinois
$2.12M -$200K -1,398 -9%
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$2.11M +$1.03M +7,186 +95%
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