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iShares Dow Jones US ETF
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Overview Fund Activity

219 hedge funds and large institutions have $447M invested in iShares Dow Jones US ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
-3
Holders Change %
-1.35%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
55
Reduced
63
Closed
14
Calls
$860K
Puts
$40K
Net Calls
+$820K
Net Calls Change
+$820K

Top Buyers

1
KWM
1
Kingsview Wealth Management
Oregon
$3.24M
2
LPL Financial
2
LPL Financial
California
$43.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.48M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$6.42M
5
SWA
5
Stratos Wealth Advisors
Ohio
$2.71M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.92M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$26.3M
3
GM
3
GeoWealth Management
Illinois
$0
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$3.14M
5
TWC
5
TD Waterhouse Canada
Ontario, Canada
$2.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$1.48M +$1.48M +11,167 New
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$1.46M +$3.57K +27 +0.2%
EIP
53
Ellis Investment Partners
Pennsylvania
$1.38M +$88.1K +666 +7%
Focus Partners Wealth
54
Focus Partners Wealth
Massachusetts
$1.28M +$294K +2,150 +30%
SMA
55
Seven Mile Advisory
New Jersey
$1.23M – – –
KWM
56
Kaydan Wealth Management
Michigan
$1.23M – – –
FIA
57
Foundations Investment Advisors
Arizona
$1.21M +$996K +7,528 +468%
NWWA
58
New Wave Wealth Advisors
Arkansas
$1.2M +$1.2M +9,097 New
Brown Advisory
59
Brown Advisory
Maryland
$1.2M – – –
MC
60
Mathes Company
New York
$1.19M – – –
Mariner
61
Mariner
Kansas
$1.19M +$123K +927 +12%
KLI
62
Kelman-Lazarov Inc
Tennessee
$1.17M – – –
Fayez Sarofim & Co
63
Fayez Sarofim & Co
Texas
$1.06M – – –
IWM
64
IHT Wealth Management
Illinois
$1.03M -$53.7K -406 -5%
AssetMark Inc
65
AssetMark Inc
California
$1.03M +$1.03M +7,801 New
NPFS
66
Novak & Powell Financial Services
Florida
$1.02M – – –
Lido Advisors
67
Lido Advisors
California
$1.02M +$118K +895 +13%
TIAA Trust, National Association
68
TIAA Trust, National Association
North Carolina
$1.01M -$274K -2,070 -21%
SA
69
SpiderRock Advisors
Delaware
$1.01M – – –
MA
70
Mutual Advisors
Nebraska
$996K -$49.6K -373 -5%
GG
71
GenWealth Group
New Jersey
$974K -$37.4K -283 -4%
AFG
72
Arkansas Financial Group
Arkansas
$969K +$402K +3,041 +71%
MML Investors Services
73
MML Investors Services
Massachusetts
$958K -$198K -1,500 -17%
CFB
74
Cullen/Frost Bankers
Texas
$954K +$2.25K +17 +0.2%
National Bank of Canada
75
National Bank of Canada
Quebec, Canada
$922K – – –
1 2
3
4 5