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iShares Dow Jones US ETF
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Overview Fund Activity

259 hedge funds and large institutions have $556M invested in iShares Dow Jones US ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+24
Holders Change %
+10.21%
% of All Funds
3.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
71
Reduced
66
Closed
8
Calls
$801K
Puts
$14K
Net Calls
+$787K
Net Calls Change
-$134K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$21.4M
2
Osaic Holdings
Osaic Holdings
Arizona
$12.9M
3
IWA
IBEX Wealth Advisors
New Jersey
$4.61M
4
EP
Essential Planning
New Hampshire
$3.92M
5
Citadel Advisors
Citadel Advisors
Florida
$2.94M

Top Sellers

1
LPL Financial
LPL Financial
California
$43.2M
2
HighTower Advisors
HighTower Advisors
Illinois
$2.02M
3
FTUS
Flow Traders U.S.
New York
$0
4
HOWA
Heritage Oak Wealth Advisors
Florida
$0
5
SWA
Stratos Wealth Advisors
Ohio
$2.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$2.08M -$250K -1,746 -11%
HighTower Advisors
52
HighTower Advisors
Illinois
$2.02M -$3.53M -24,686 -64%
RWM
53
Ritholtz Wealth Management
New York
$2.02M – – –
NP
54
Nilsine Partners
Colorado
$1.97M +$237K +1,654 +14%
Goldman Sachs
55
Goldman Sachs
New York
$1.89M +$1.59M +11,077 +523%
TNB
56
Thomasville National Bank
Georgia
$1.8M +$20.7K +145 +1%
SPIA
57
Steward Partners Investment Advisory
New York
$1.75M -$24.6K -172 -1%
EIP
58
Ellis Investment Partners
Pennsylvania
$1.69M +$138K +965 +9%
NC
59
NewSquare Capital
Pennsylvania
$1.68M +$146K +1,022 +10%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$1.6M +$14.9K +104 +0.9%
MAWCM
61
Mine & Arao Wealth Creation & Management
California
$1.58M -$41.2K -288 -3%
Brown Advisory
62
Brown Advisory
Maryland
$1.38M +$96.3K +673 +7%
SMA
63
Seven Mile Advisory
New Jersey
$1.33M – – –
KWM
64
Kaydan Wealth Management
Michigan
$1.33M – – –
NWWA
65
New Wave Wealth Advisors
Arkansas
$1.3M – – –
MC
66
Mathes Company
New York
$1.29M – – –
SPC
67
Sigma Planning Corp
Michigan
$1.28M -$339K -2,371 -21%
KLI
68
Kelman-Lazarov Inc
Tennessee
$1.27M – – –
Fayez Sarofim & Co
69
Fayez Sarofim & Co
Texas
$1.14M – – –
Lido Advisors
70
Lido Advisors
California
$1.11M +$43.6K +305 +4%
BlackRock
71
BlackRock
New York
$1.09M +$1.09M +7,600 New
IWM
72
IHT Wealth Management
Illinois
$1.08M -$3.29K -23 -0.3%
TIAA Trust, National Association
73
TIAA Trust, National Association
North Carolina
$1.05M -$2.86K -20 -0.3%
NPFS
74
Novak & Powell Financial Services
Florida
$1.05M – – –
CFB
75
Cullen/Frost Bankers
Texas
$1.04M +$3.15K +22 +0.3%
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