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iShares Dow Jones US ETF
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Overview Fund Activity

131 hedge funds and large institutions have $227M invested in iShares Dow Jones US ETF in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+7
Holders Change %
+5.65%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
30
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.32M
2
AL
Aspiriant LLC
California
+$2.64M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.75M
4
CS
Credit Suisse
Switzerland
+$1.61M
5
IWA
IBEX Wealth Advisors
New Jersey
+$1.56M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.8M
2
TH
Timber Hill
Connecticut
-$1.91M
3
KM
Kalos Management
Georgia
-$1.81M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.54M
5
PAG
Private Advisor Group
New Jersey
-$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$585K -$77.6K -1,174 -12%
JFGIW
52
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$568K – – –
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$508K – – –
CA
54
Cortland Associates
Missouri
$479K – – –
CAN
55
Cetera Advisor Networks
California
$477K +$239K +3,618 +100%
BRWA
56
B. Riley Wealth Advisors
Florida
$473K +$528 +8 +0.1%
SWP
57
Stratos Wealth Partners
Ohio
$471K +$27.6K +418 +6%
TH
58
Timber Hill
Connecticut
$446K -$1.91M -28,944 -81%
AG
59
Advisor Group
Arizona
$439K +$1.19K +18 +0.3%
PWM
60
Perigon Wealth Management
California
$419K +$13.2K +200 +3%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$400K -$464K -7,028 -54%
PFP
62
Pinnacle Financial Partners
Tennessee
$389K – – –
EVC
63
Eidelman Virant Capital
Missouri
$383K -$52.8K -800 -12%
BF
64
BOK Financial
Oklahoma
$375K +$660 +10 +0.2%
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$371K -$32.5K -492 -8%
JPMPWA
66
J.P. Morgan Private Wealth Advisors
California
$344K +$106K +1,608 +45%
DAS
67
Dynamic Advisor Solutions
Arizona
$338K +$338K +5,112 New
Citadel Advisors
68
Citadel Advisors
Florida
$331K +$331K +5,014 New
BHBT
69
Burke & Herbert Bank & Trust
Virginia
$328K – – –
US Bancorp
70
US Bancorp
Minnesota
$323K -$8.48K -128 -3%
DWM
71
Destination Wealth Management
California
$316K -$34.5K -522 -10%
NPF
72
Norris Perne & French
Michigan
$316K -$13.2K -200 -4%
CHA
73
Cooper/Haims Advisors
New York
$281K -$3.03K -46 -1%
RE
74
RBC Europe
United Kingdom
$274K – – –
SS
75
Sunbelt Securities
Texas
$265K +$14.5K +220 +6%
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3
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