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iShares Dow Jones US ETF
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Overview Fund Activity

85 hedge funds and large institutions have $205M invested in iShares Dow Jones US ETF in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
85
Holders Change
+4
Holders Change %
+4.94%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
23
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$18.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$9.67M
4
CA
4
Cetera Advisors
Colorado
$591K
5
TNB
5
Thomasville National Bank
Georgia
$1.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.5M
2
PI
2
Placemark Investments
Illinois
$0
3
WA
3
WESPAC Advisors
California
$248K
4
LPL Financial
4
LPL Financial
California
$9.95M
5
Wells Fargo
5
Wells Fargo
California
$25.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BCA
51
Benchmark Capital Advisors
New York
$209K 2,200 – –
BIM
52
Baldwin Investment Management
Pennsylvania
$207K 2,185 – –
NA
53
Nottingham Advisors
New York
$207K 2,190 +2,190 New
JIP
54
Jaffetilchin Investment Partners
Florida
$206K 2,170 +9 +0.4%
NC
55
NewSquare Capital
Pennsylvania
$205K 2,162 +2,097 +3,226%
Truist Financial
56
Truist Financial
North Carolina
$201K 2,122 +2,122 New
US Bancorp
57
US Bancorp
Minnesota
$196K 2,069 -11 -0.5%
1IC
58
1919 Investment Counsel
Maryland
$190K 2,000 – –
EWM
59
Edge Wealth Management
New York
$152K 1,600 – –
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$143K 1,501 +1,103 +277%
WTC
61
WhitTier Trust Company
Nevada
$142K 1,500 – –
Citigroup
62
Citigroup
New York
$122K 1,287 -22 -2%
SA
63
SRH Advisors
Kansas
$120K 1,270 +950 +297%
NES
64
New England Securities
New York
$93K 980 -50 -5%
SF
65
Synovus Financial
Georgia
$91K 963 – –
WA
66
WFG Advisors
Texas
$71K 752 +451 +150%
Brown Advisory
67
Brown Advisory
Maryland
$57K 605 +31 +5%
TIM
68
Tortoise Investment Management
New York
$49K 516 – –
FCCM
69
First City Capital Management
Georgia
$47.4K 500 +500 New
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$38K 400 +67 +20%
RIA
71
Regal Investment Advisors
Michigan
$28K 300 -550 -65%
TWM
72
Torch Wealth Management
Ohio
$28K 300 +300 New
RFA
73
Reilly Financial Advisors
California
$26K 270 -135 -33%
MA
74
MUFG Americas
New York
$24K 250 – –
NSIM
75
North Star Investment Management
Illinois
$24K 250 +250 New
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