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iShares Dow Jones US ETF
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Overview Fund Activity

81 hedge funds and large institutions have $171M invested in iShares Dow Jones US ETF in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 1 closing their positions.

Holders
81
Holders Change
+16
Holders Change %
+24.62%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
30
Reduced
12
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$25.6M
2
LPL Financial
2
LPL Financial
California
$10.4M
3
MC
3
Mathes Company
New York
$1.16M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$954K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.42M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$6.17M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.17M
3
VKH
3
Virtu KCG Holdings
New York
$0
4
SC
4
Savant Capital
Illinois
$14.8M
5
Citigroup
5
Citigroup
New York
$122K
Name Market Value Shares Shares
Change 		Shares
Change %
PFS
51
Prospera Financial Services
Texas
$239K 5,130 +5,130 New
AIG
52
American International Group
New York
$221K 4,730 +754 +19%
BCA
53
Benchmark Capital Advisors
New York
$205K 4,400 +4,400 New
BIM
54
Baldwin Investment Management
Pennsylvania
$204K 4,370 +4,370 New
JIP
55
Jaffetilchin Investment Partners
Florida
$202K 4,322 +4,322 New
US Bancorp
56
US Bancorp
Minnesota
$194K 4,160 -166 -4%
1IC
57
1919 Investment Counsel
Maryland
$187K 4,000 +4,000 New
EWM
58
Edge Wealth Management
New York
$149K 3,200 – –
WTC
59
WhitTier Trust Company
Nevada
$140K 3,000 – –
Citigroup
60
Citigroup
New York
$122K 2,618 -1,950 -43%
NES
61
New England Securities
New York
$96K 2,060 +260 +14%
SF
62
Synovus Financial
Georgia
$90K 1,926 – –
RIA
63
Regal Investment Advisors
Michigan
$79K 1,700 +1,100 +183%
Brown Advisory
64
Brown Advisory
Maryland
$54K 1,148 +1,148 New
TIM
65
Tortoise Investment Management
New York
$48K 1,032 – –
RFA
66
Reilly Financial Advisors
California
$38K 810 – –
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$37K 796 +696 +696%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$31K 666 – –
SA
69
SRH Advisors
Kansas
$30K 640 +640 New
WA
70
WFG Advisors
Texas
$28K 602 +402 +201%
PSI
71
Pinnacle Summer Investments
Virginia
$23K 490 +490 New
MA
72
MUFG Americas
New York
$23K 500 +500 New
VIA
73
Vantage Investment Advisors
Pennsylvania
$19K 400 +400 New
EK
74
Evensky & Katz
Florida
$15K 330 – –
Invesco
75
Invesco
Georgia
$9K 200 +200 New
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