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iShares Dow Jones US ETF
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Overview Fund Activity

182 hedge funds and large institutions have $374M invested in iShares Dow Jones US ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 48 reducing their positions, and 9 closing their positions.

Holders
182
Holders Change
+8
Holders Change %
+4.6%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
52
Reduced
48
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAG
1
Csenge Advisory Group
Florida
$5M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$3.77M
3
MFG
3
Merit Financial Group
Georgia
$3.07M
4
Bank of America
4
Bank of America
North Carolina
$30.5M
5
TRCT
5
Tower Research Capital (TRC)
New York
$2.69M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$10.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$45.6M
4
BA
4
Ballew Advisors
Mississippi
$1.07M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$858K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
Avondale Wealth Management
Texas
$1.38M +$1.38M +12,797 New
RJFSA
52
Raymond James Financial Services Advisors
Florida
$1.34M -$152K -1,411 -10%
KAS
53
Kestra Advisory Services
Texas
$1.24M +$96.9K +897 +9%
EIP
54
Ellis Investment Partners
Pennsylvania
$1.19M -$134K -1,241 -10%
GG
55
GenWealth Group
New Jersey
$1.18M -$432K -4,002 -27%
MAWCM
56
Mine & Arao Wealth Creation & Management
California
$1.16M +$3.35K +31 +0.3%
MA
57
Mutual Advisors
Nebraska
$1.1M -$97.2K -900 -8%
BA
58
Ballew Advisors
Mississippi
$1.07M -$1.07M -9,761 -50%
KM
59
Kalos Management
Georgia
$1.06M +$2.67K +24 +0.3%
IWM
60
IHT Wealth Management
Illinois
$1.05M +$26.5K +245 +3%
SC
61
Scotia Capital
Ontario, Canada
$1.04M -$316K -2,924 -23%
WCM
62
Washburn Capital Management
Florida
$1.02M +$7.13K +66 +0.7%
Brown Advisory
63
Brown Advisory
Maryland
$995K +$10.8K +100 +1%
AAS
64
Avantax Advisory Services
Texas
$995K +$47.5K +439 +5%
TF
65
TimeScale Financial
Massachusetts
$974K -$67.2K -622 -6%
KLI
66
Kelman-Lazarov Inc
Tennessee
$956K – – –
JWCA
67
J.W. Cole Advisors
Florida
$954K +$954K +8,838 New
Ameriprise
68
Ameriprise
Minnesota
$941K +$88.9K +823 +10%
PS
69
Portfolio Solutions
Michigan
$890K -$445K -4,000 -33%
BSW
70
Buckingham Strategic Wealth
Missouri
$858K -$861K -7,980 -50%
BAM
71
Belpointe Asset Management
Nevada
$858K +$25.6K +237 +3%
SS
72
Sunbelt Securities
Texas
$851K +$388K +3,586 +84%
SCG
73
Sonata Capital Group
Washington
$838K – – –
CWM
74
Centric Wealth Management
Illinois
$795K +$3.02K +28 +0.4%
BRWA
75
B. Riley Wealth Advisors
Florida
$790K +$25.4K +238 +3%
1 2
3
4 5