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iShares Dow Jones US ETF
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Overview Fund Activity

147 hedge funds and large institutions have $234M invested in iShares Dow Jones US ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 50 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
-13
Holders Change %
-8.13%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
33
Reduced
50
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$25.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$28.6M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$3.31M
4
BWA
4
Beam Wealth Advisors
Louisiana
$1.11M
5
CA
5
Cetera Advisors
Colorado
$3.57M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.57M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$395K
4
Bank of America
4
Bank of America
North Carolina
$17.4M
5
Wells Fargo
5
Wells Fargo
California
$5.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAWCM
51
Mine & Arao Wealth Creation & Management
California
$656K – – –
KLI
52
Kelman-Lazarov Inc
Tennessee
$629K – – –
SCG
53
Sonata Capital Group
Washington
$625K – – –
APA
54
American Portfolios Advisors
New York
$601K -$70K -1,110 -10%
Comerica Bank
55
Comerica Bank
Texas
$594K – – –
PAG
56
Private Advisory Group
Washington
$570K -$152K -2,414 -21%
BA
57
Ballew Advisors
Mississippi
$542K -$30.3K -480 -5%
SC
58
Slow Capital
California
$542K +$50.2K +796 +10%
BRWA
59
B. Riley Wealth Advisors
Florida
$486K +$49.9K +790 +11%
MWM
60
Meridian Wealth Management
Kentucky
$484K +$484K +7,680 New
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$472K -$15.3K -242 -3%
CAN
62
Claraphi Advisory Network
United States
$460K -$74.9K -1,188 -14%
CA
63
Cortland Associates
Missouri
$457K – – –
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$418K -$1.05M -16,678 -72%
CWM
65
Centric Wealth Management
Illinois
$401K -$1.43K -20 -0.4%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$395K -$4.08M -64,600 -91%
KM
67
Kalos Management
Georgia
$390K -$257K -3,564 -40%
PFP
68
Pinnacle Financial Partners
Tennessee
$371K – – –
CFB
69
Cullen/Frost Bankers
Texas
$367K -$113K -1,784 -23%
LA
70
LexAurum Advisors
Kansas
$350K +$4.66K +74 +1%
SF
71
Synovus Financial
Georgia
$347K +$96.1K +1,528 +38%
FDCDDQ
72
Federation des caisses Desjardins du Quebec
Quebec, Canada
$346K +$42.9K +680 +14%
BPA
73
Beacon Pointe Advisors
California
$331K +$331K +5,250 New
G
74
GenTrust
Florida
$315K – – –
WWM
75
Western Wealth Management
Colorado
$312K +$312K +4,952 New
1 2
3
4 5