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iShares Dow Jones US ETF
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Overview Fund Activity

189 hedge funds and large institutions have $284M invested in iShares Dow Jones US ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
43
Reduced
50
Closed
16
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
-$6K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$6.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.41M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$14.2M
4
OIA
4
OneDigital Investment Advisors
Kansas
$656K
5
Mariner
5
Mariner
Kansas
$528K

Top Sellers

1
SIAP
1
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$0
2
WA
2
Wealthstar Advisors
Texas
$0
3
UBS Group
3
UBS Group
Switzerland
$10.3M
4
CAM
4
Cresset Asset Management
Illinois
$0
5
IWA
5
IBEX Wealth Advisors
New Jersey
$263K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$825K -$145K -1,653 -15%
KWM
52
Kaydan Wealth Management
Michigan
$815K -$8.77K -100 -1%
BA
53
Ballew Advisors
Mississippi
$803K – – –
Brown Advisory
54
Brown Advisory
Maryland
$800K – – –
APA
55
American Portfolios Advisors
New York
$800K -$4.39K -50 -0.5%
SS
56
Sunbelt Securities
Texas
$798K +$21.3K +243 +3%
CAN
57
Cetera Advisor Networks
California
$793K +$1.05K +12 +0.1%
IWM
58
IHT Wealth Management
Illinois
$788K +$4.39K +50 +0.6%
BAM
59
Belpointe Asset Management
Nevada
$782K – – –
KLI
60
Kelman-Lazarov Inc
Tennessee
$776K – – –
GG
61
GenWealth Group
New Jersey
$757K -$57.5K -656 -7%
WCM
62
Washburn Capital Management
Florida
$712K -$35.9K -410 -5%
Fayez Sarofim & Co
63
Fayez Sarofim & Co
Texas
$702K – – –
BSW
64
Buckingham Strategic Wealth
Missouri
$660K – – –
OIA
65
OneDigital Investment Advisors
Kansas
$656K +$656K +7,475 New
TF
66
TimeScale Financial
Massachusetts
$649K -$13.3K -152 -2%
BRWA
67
B. Riley Wealth Advisors
Florida
$644K +$14.2K +162 +2%
CWM
68
Centric Wealth Management
Illinois
$637K – – –
GW
69
GW & Wade
Massachusetts
$630K – – –
CA
70
Cortland Associates
Missouri
$616K – – –
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$609K – – –
KAS
72
Kestra Advisory Services
Texas
$593K -$95.2K -1,086 -14%
CIC
73
Carnegie Investment Counsel
Ohio
$584K +$28.4K +324 +5%
FDCDDQ
74
Federation des caisses Desjardins du Quebec
Quebec, Canada
$576K -$3.86K -44 -0.7%
SCG
75
Sonata Capital Group
Washington
$574K -$43.9K -500 -7%
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