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iShares Dow Jones US ETF
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Overview Fund Activity

112 hedge funds and large institutions have $256M invested in iShares Dow Jones US ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
-1
Holders Change %
-0.88%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
25
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
Credit Suisse
Switzerland
+$25.1M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$2.92M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.23M
4
WAP
Wealthcare Advisory Partners
Pennsylvania
+$936K
5
CAN
Cetera Advisor Networks
California
+$908K

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
-$3.78M
2
UBS Group
UBS Group
Switzerland
-$3.72M
3
GWA
Guidant Wealth Advisors
Illinois
-$3.66M
4
Wells Fargo
Wells Fargo
California
-$3.43M
5
Morgan Stanley
Morgan Stanley
New York
-$2.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
51
IHT Wealth Management
Illinois
$609K +$493K +7,746 +425%
Koshinski Asset Management
52
Koshinski Asset Management
Illinois
$598K -$26K -412 -4%
WA
53
WESPAC Advisors
California
$592K – – –
SI
54
SII Investments
Wisconsin
$590K -$3.77K -60 -0.6%
SWP
55
Stratos Wealth Partners
Ohio
$544K -$11.6K -184 -2%
Citadel Advisors
56
Citadel Advisors
Florida
$503K +$503K +7,980 New
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$484K +$484K +7,686 New
CA
58
Cortland Associates
Missouri
$457K – – –
BRWA
59
B. Riley Wealth Advisors
Florida
$457K +$123K +1,950 +37%
MML Investors Services
60
MML Investors Services
Massachusetts
$449K -$1.75M -27,770 -80%
VF
61
Virtu Financial
New York
$435K +$435K +6,908 New
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$433K -$41.4K -658 -9%
AG
63
Advisor Group
Arizona
$427K +$13.4K +212 +3%
EVC
64
Eidelman Virant Capital
Missouri
$415K -$12.6K -200 -3%
PWM
65
Perigon Wealth Management
California
$408K +$20.4K +324 +5%
FDCDDQ
66
Federation des caisses Desjardins du Quebec
Quebec, Canada
$391K -$50K -794 -11%
ICOA
67
Investment Centers of America
North Dakota
$357K – – –
DWM
68
Destination Wealth Management
California
$335K – – –
BHBT
69
Burke & Herbert Bank & Trust
Virginia
$332K – – –
RFC
70
Regions Financial Corp
Alabama
$325K – – –
US Bancorp
71
US Bancorp
Minnesota
$317K – – –
NPF
72
Norris Perne & French
Michigan
$314K – – –
BF
73
BOK Financial
Oklahoma
$268K -$6.31K -100 -2%
RE
74
RBC Europe
United Kingdom
$261K +$261K +4,146 New
NA
75
Nottingham Advisors
New York
$255K -$6.31K -100 -2%
1 2
3
4 5