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iShares Dow Jones US ETF
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Overview Fund Activity

174 hedge funds and large institutions have $340M invested in iShares Dow Jones US ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 61 reducing their positions, and 7 closing their positions.

Holders
174
Holders Change
+6
Holders Change %
+3.57%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
36
Reduced
61
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$10.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$43.3M
3
WS
3
Wedbush Securities
California
$2.04M
4
Wells Fargo
4
Wells Fargo
California
$10.8M
5
LPL Financial
5
LPL Financial
California
$28.6M

Top Sellers

1
TA
1
Townsend & Associates
Colorado
$2.04M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$224K
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$19.4M
4
KAS
4
Kestra Advisory Services
Texas
$1.05M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
51
Scotia Capital
Ontario, Canada
$1.25M 12,553 +4,050 +48%
EIP
52
Ellis Investment Partners
Pennsylvania
$1.23M 12,290 -2,944 -19%
PS
53
Portfolio Solutions
Michigan
$1.2M 12,000 – –
MA
54
Mutual Advisors
Nebraska
$1.11M 11,106 -872 -7%
CAG
55
Csenge Advisory Group
Florida
$1.11M 10,693 +10,693 New
MAWCM
56
Mine & Arao Wealth Creation & Management
California
$1.07M 10,727 – –
KAS
57
Kestra Advisory Services
Texas
$1.05M 10,547 -24,035 -70%
KM
58
Kalos Management
Georgia
$985K 9,474 +2,360 +33%
TF
59
TimeScale Financial
Massachusetts
$963K 9,639 -3,474 -26%
IWM
60
IHT Wealth Management
Illinois
$943K 9,442 – –
WCM
61
Washburn Capital Management
Florida
$938K 9,395 -1,323 -12%
Brown Advisory
62
Brown Advisory
Maryland
$910K 9,114 +9,114 New
KLI
63
Kelman-Lazarov Inc
Tennessee
$884K 8,850 – –
AAS
64
Avantax Advisory Services
Texas
$876K 8,759 +1,345 +18%
Ameriprise
65
Ameriprise
Minnesota
$788K 7,893 -939 -11%
SCG
66
Sonata Capital Group
Washington
$775K 7,764 -1,146 -13%
BAM
67
Belpointe Asset Management
Nevada
$770K 7,706 +37 +0.5%
Comerica Bank
68
Comerica Bank
Texas
$740K 7,030 – –
CWM
69
Centric Wealth Management
Illinois
$733K 7,336 -1 -0%
CA
70
Cortland Associates
Missouri
$724K 7,250 – –
BRWA
71
B. Riley Wealth Advisors
Florida
$713K 7,177 -240 -3%
RJT
72
Raymond James Trust
Florida
$684K 6,849 -275 -4%
Bank of New York Mellon
73
Bank of New York Mellon
New York
$618K 6,190 -61 -1%
CAN
74
Claraphi Advisory Network
United States
$604K 6,044 +348 +6%
CFB
75
Cullen/Frost Bankers
Texas
$581K 5,816 – –
1 2
3
4 5