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iShares Dow Jones US ETF
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Overview Fund Activity

65 hedge funds and large institutions have $152M invested in iShares Dow Jones US ETF in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 11 closing their positions.

Holders
65
Holders Change
-7
Holders Change %
-9.72%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
20
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$6.25M
2
Morgan Stanley
2
Morgan Stanley
New York
$31.3M
3
U
3
UBS
Switzerland
$12.3M
4
LPL Financial
4
LPL Financial
California
$8.32M
5
Bank of America
5
Bank of America
North Carolina
$9.6M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$0
3
Wells Fargo
3
Wells Fargo
California
$21M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$0
5
TH
5
Timber Hill
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$146K -$163K -3,824 -53%
EWM
52
Edge Wealth Management
New York
$136K – – –
WTC
53
WhitTier Trust Company
Nevada
$128K – – –
SF
54
Synovus Financial
Georgia
$82K – – –
NES
55
New England Securities
New York
$77K – – –
TIM
56
Tortoise Investment Management
New York
$44K – – –
RFA
57
Reilly Financial Advisors
California
$35K – – –
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$28K +$14.7K +350 +111%
RIA
59
Regal Investment Advisors
Michigan
$26K – – –
EK
60
Evensky & Katz
Florida
$14K – – –
WA
61
WFG Advisors
Texas
$9K – – –
HRIA
62
Haberer Registered Investment Advisor
Ohio
$5K – – –
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$4K – – –
EMA
64
Efficient Market Advisors
California
$2K – – –
KTC
65
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
BFA
66
Beaumont Financial Advisors
Massachusetts
– -$7.72M -191,286 Closed
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
– -$6M -148,720 Closed
RJFSA
68
Raymond James Financial Services Advisors
Florida
– -$3.5M -86,690 Closed
TH
69
Timber Hill
Connecticut
– -$2.83M -70,178 Closed
BCA
70
Benchmark Capital Advisors
New York
– -$460K -11,400 Closed
DS
71
DRW Securities
Illinois
– -$456K -11,310 Closed
Truist Financial
72
Truist Financial
North Carolina
– -$208K -5,164 Closed
Bessemer Group
73
Bessemer Group
New Jersey
– -$87K -2,146 Closed
ECAM
74
East Coast Asset Management
Massachusetts
– -$37K -920 Closed
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