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iShares Dow Jones US ETF

92 hedge funds and large institutions have $221M invested in iShares Dow Jones US ETF in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+7
Holders Change %
+8.24%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
27
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HI
51
Horizon Investments
North Carolina
$268K +$268K +5,398 New
FFS
52
Founders Financial Securities
Maryland
$268K +$268K +5,400 New
VAM
53
Verity Asset Management
North Carolina
$267K +$267K +5,412 New
WA
54
WESPAC Advisors
California
$259K
VFS
55
VSR Financial Services
Kansas
$258K -$42.4K -856 -14%
BF
56
BOK Financial
Oklahoma
$240K +$240K +4,834 New
Stifel Financial
57
Stifel Financial
Missouri
$221K +$221K +4,460 New
NA
58
Nottingham Advisors
New York
$218K +$991 +20 +0.5%
BIM
59
Baldwin Investment Management
Pennsylvania
$217K
JIP
60
Jaffetilchin Investment Partners
Florida
$216K +$793 +16 +0.4%
SF
61
Synovus Financial
Georgia
$216K +$120K +2,420 +126%
Truist Financial
62
Truist Financial
North Carolina
$211K +$595 +12 +0.3%
MFS
63
MSI Financial Services
Massachusetts
$210K -$270K -5,450 -56%
US Bancorp
64
US Bancorp
Minnesota
$205K
1IC
65
1919 Investment Counsel
Maryland
$199K
EWM
66
Edge Wealth Management
New York
$159K
WTC
67
WhitTier Trust Company
Nevada
$149K
SA
68
SRH Advisors
Kansas
$126K
Citigroup
69
Citigroup
New York
$122K -$6.07K -122 -5%
USGIU
70
U.S. Global Investors (USGI)
Texas
$119K +$119K +4,200 New
NES
71
New England Securities
New York
$99K +$1.98K +40 +2%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$80K -$69.7K -1,398 -47%
WA
73
WFG Advisors
Texas
$75K +$100 +2 +0.1%
1832 Asset Management
74
1832 Asset Management
Ontario, Canada
$59K +$59K +1,200 New
TIM
75
Tortoise Investment Management
New York
$51K