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iShares Dow Jones US ETF
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Overview Fund Activity

203 hedge funds and large institutions have $338M invested in iShares Dow Jones US ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 52 reducing their positions, and 8 closing their positions.

Holders
203
Holders Change
+5
Holders Change %
+2.53%
% of All Funds
3.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
43
Reduced
52
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$3.7M
2
Comerica Bank
2
Comerica Bank
Texas
$3.52M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$3.44M
4
Goldman Sachs
4
Goldman Sachs
New York
$7.92M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.95M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$3.18M
2
EWA
2
EP Wealth Advisors
California
$1.78M
3
GVAG
3
Great Valley Advisor Group
Delaware
$1.45M
4
BFS
4
Bard Financial Services
Connecticut
$0
5
Ameriprise
5
Ameriprise
Minnesota
$2.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
NP
51
NorthRock Partners
Minnesota
$1.11M +$4.49K +43 +0.4%
CAN
52
Cetera Advisor Networks
California
$1.01M +$70.7K +677 +8%
SMA
53
Seven Mile Advisory
New Jersey
$972K – – –
KWM
54
Kaydan Wealth Management
Michigan
$971K – – –
MA
55
Mutual Advisors
Nebraska
$955K -$11.6K -111 -1%
CIC
56
Carnegie Investment Counsel
Ohio
$953K +$177K +1,696 +23%
Brown Advisory
57
Brown Advisory
Maryland
$950K – – –
MC
58
Mathes Company
New York
$940K -$20.9K -200 -2%
AWM
59
AE Wealth Management
Kansas
$931K +$718K +6,868 +336%
SS
60
Sunbelt Securities
Texas
$929K -$7.31K -70 -0.8%
KLI
61
Kelman-Lazarov Inc
Tennessee
$925K – – –
EIP
62
Ellis Investment Partners
Pennsylvania
$925K -$10.4K -100 -1%
IWM
63
IHT Wealth Management
Illinois
$884K -$9.93K -95 -1%
GG
64
GenWealth Group
New Jersey
$859K -$22.6K -216 -3%
Fayez Sarofim & Co
65
Fayez Sarofim & Co
Texas
$836K – – –
Mariner
66
Mariner
Kansas
$832K – – –
OIA
67
OneDigital Investment Advisors
Kansas
$787K -$4.49K -43 -0.6%
BSW
68
Buckingham Strategic Wealth
Missouri
$786K – – –
BRWA
69
B. Riley Wealth Advisors
Florida
$760K -$84K -801 -10%
PCA
70
Prosperity Capital Advisors
Ohio
$757K +$89.9K +860 +13%
GW
71
GW & Wade
Massachusetts
$751K – – –
CFB
72
Cullen/Frost Bankers
Texas
$744K -$104K -1,000 -12%
CA
73
Cortland Associates
Missouri
$734K – – –
National Bank of Canada
74
National Bank of Canada
Quebec, Canada
$726K – – –
MML Investors Services
75
MML Investors Services
Massachusetts
$724K -$24.8K -237 -3%
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