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iShares Dow Jones US ETF
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Overview Fund Activity

102 hedge funds and large institutions have $285M invested in iShares Dow Jones US ETF in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+4
Holders Change %
+4.08%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
29
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$74.1M
2
LPL Financial
2
LPL Financial
California
$22.8M
3
Wells Fargo
3
Wells Fargo
California
$30.8M
4
Bank of America
4
Bank of America
North Carolina
$8.97M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.36M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$31.7M
3
Jane Street
3
Jane Street
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.95M
5
RJA
5
Raymond James & Associates
Florida
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
51
MSI Financial Services
Massachusetts
$380K +$145K +2,856 +62%
CA
52
Cortland Associates
Missouri
$370K – – –
Northern Trust
53
Northern Trust
Illinois
$326K +$326K +6,386 New
DWM
54
Destination Wealth Management
California
$322K +$41.2K +808 +15%
CA
55
Cambridge Advisors
Nebraska
$320K – – –
IH
56
IFC Holdings
Florida
$306K – – –
ICOA
57
Investment Centers of America
North Dakota
$293K – – –
BHBT
58
Burke & Herbert Bank & Trust
Virginia
$271K -$6.22K -122 -2%
US Bancorp
59
US Bancorp
Minnesota
$268K -$1.02K -20 -0.4%
BSW
60
Buckingham Strategic Wealth
Missouri
$266K – – –
CS
61
Credit Suisse
Switzerland
$255K -$18.4K -360 -7%
NPF
62
Norris Perne & French
Michigan
$254K – – –
NA
63
Nottingham Advisors
New York
$248K -$10.2K -200 -4%
IA
64
IFP Advisors
Florida
$244K +$244K +4,780 New
BF
65
BOK Financial
Oklahoma
$232K – – –
IC
66
Intersect Capital
California
$223K +$75 +2 +0%
BI
67
Boulegeris Investments
Georgia
$222K -$5.1K -100 -2%
M&T Bank
68
M&T Bank
New York
$215K – – –
SF
69
Synovus Financial
Georgia
$211K – – –
CIA
70
Capital Investment Advisors
Georgia
$208K -$11.9K -234 -5%
MWM
71
Mission Wealth Management
California
$204K +$204K +4,000 New
EWM
72
Edge Wealth Management
New York
$164K – – –
WTC
73
WhitTier Trust Company
Nevada
$153K – – –
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$142K -$5.6K -110 -4%
SA
75
SRH Advisors
Kansas
$130K – – –
1 2
3
4 5