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iShares Dow Jones US ETF
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Overview Fund Activity

235 hedge funds and large institutions have $484M invested in iShares Dow Jones US ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 61 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+16
Holders Change %
+7.31%
% of All Funds
3.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
59
Reduced
61
Closed
11
Calls
$921K
Puts
–
Net Calls
+$921K
Net Calls Change
+$101K

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$3.36M
2
GM
2
GeoWealth Management
Illinois
$3.13M
3
ECA
3
Elevation Capital Advisory
Oregon
$3.12M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$2.26M
5
Wells Fargo
5
Wells Fargo
California
$17.4M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$23.4M
2
KWM
2
Kingsview Wealth Management
Oregon
$299K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.14M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
TWC
5
TD Waterhouse Canada
Ontario, Canada
$905K
Name Holding Trade Value Shares
Change 		Shares
Change %
NP
51
Nilsine Partners
Colorado
$1.69M +$1.69M +12,080 New
SIA
52
Sage Investment Advisers
New York
$1.67M +$3.63K +26 +0.2%
SPC
53
Sigma Planning Corp
Michigan
$1.58M -$6.56K -47 -0.4%
MAWCM
54
Mine & Arao Wealth Creation & Management
California
$1.58M +$4.19K +30 +0.3%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$1.54M +$4.71K +34 +0.3%
EIP
56
Ellis Investment Partners
Pennsylvania
$1.52M +$55K +394 +4%
NC
57
NewSquare Capital
Pennsylvania
$1.5M +$1.5M +10,743 New
SMA
58
Seven Mile Advisory
New Jersey
$1.3M – – –
KWM
59
Kaydan Wealth Management
Michigan
$1.29M -$2.65K -19 -0.2%
NWWA
60
New Wave Wealth Advisors
Arkansas
$1.27M – – –
HOWA
61
Heritage Oak Wealth Advisors
Florida
$1.27M +$1.27M +9,097 New
Brown Advisory
62
Brown Advisory
Maryland
$1.26M -$13.1K -94 -1%
MC
63
Mathes Company
New York
$1.26M – – –
KLI
64
Kelman-Lazarov Inc
Tennessee
$1.24M – – –
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$1.14M -$2.74M -19,619 -71%
Fayez Sarofim & Co
66
Fayez Sarofim & Co
Texas
$1.12M – – –
SA
67
SpiderRock Advisors
Delaware
$1.06M – – –
Focus Partners Wealth
68
Focus Partners Wealth
Massachusetts
$1.06M -$244K -1,750 -19%
IWM
69
IHT Wealth Management
Illinois
$1.06M -$32.1K -230 -3%
Lido Advisors
70
Lido Advisors
California
$1.04M -$35K -251 -3%
MA
71
Mutual Advisors
Nebraska
$1.04M -$14.8K -105 -1%
TIAA Trust, National Association
72
TIAA Trust, National Association
North Carolina
$1.03M -$43.6K -312 -4%
NPFS
73
Novak & Powell Financial Services
Florida
$1.02M -$55.8K -400 -5%
CFB
74
Cullen/Frost Bankers
Texas
$1.01M +$3.07K +22 +0.3%
National Bank of Canada
75
National Bank of Canada
Quebec, Canada
$989K +$15.6K +112 +2%
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3
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