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iShares Dow Jones US ETF
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Overview Fund Activity

137 hedge funds and large institutions have $252M invested in iShares Dow Jones US ETF in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 33 increasing their positions, 36 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
-6
Holders Change %
-4.2%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
33
Reduced
36
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$11.7M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11M
3
Morgan Stanley
3
Morgan Stanley
New York
$22.8M
4
GWA
4
Guidant Wealth Advisors
Illinois
$2.83M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.39M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
MA
2
Mutual Advisors
Nebraska
$2.3M
3
Wells Fargo
3
Wells Fargo
California
$8.97M
4
IWA
4
IBEX Wealth Advisors
New Jersey
$0
5
UBS Group
5
UBS Group
Switzerland
$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
51
Ballew Advisors
Mississippi
$666K -$13.9K -206 -2%
SCG
52
Sonata Capital Group
Washington
$647K – – –
KLI
53
Kelman-Lazarov Inc
Tennessee
$620K -$35.2K -566 -5%
PAG
54
Private Advisor Group
New Jersey
$616K -$467K -7,502 -43%
CWM
55
Centric Wealth Management
Illinois
$611K +$611K +9,814 New
JFGIW
56
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$541K +$2.49K +40 +0.5%
AF
57
Advisornet Financial
Minnesota
$515K – – –
WPSG
58
Wealth & Pension Services Group
Georgia
$481K -$186K -2,984 -28%
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$478K – – –
IWM
60
IHT Wealth Management
Illinois
$472K -$65.5K -1,052 -12%
BSW
61
Buckingham Strategic Wealth
Missouri
$457K – – –
FWM
62
Foresight Wealth Management
Utah
$453K +$453K +7,276 New
CA
63
Cortland Associates
Missouri
$451K – – –
BRWA
64
B. Riley Wealth Advisors
Florida
$423K -$2.24K -36 -0.5%
EIP
65
Ellis Investment Partners
Pennsylvania
$394K +$394K +6,334 New
PFP
66
Pinnacle Financial Partners
Tennessee
$366K – – –
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$360K -$32.6K -524 -8%
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$310K -$22.8K -366 -7%
DC
69
Davenport & Co
Virginia
$305K -$116K -1,860 -27%
US Bancorp
70
US Bancorp
Minnesota
$302K -$249 -4 -0.1%
AWM
71
Arbor Wealth Management
Florida
$300K +$300K +140 New
DWM
72
Destination Wealth Management
California
$292K – – –
BHBT
73
Burke & Herbert Bank & Trust
Virginia
$289K -$12.5K -200 -4%
CWM
74
CCG Wealth Management
California
$272K +$272K +4,366 New
CHA
75
Cooper/Haims Advisors
New York
$265K – – –
1 2
3
4 5