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iShares Dow Jones US ETF
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Overview Fund Activity

101 hedge funds and large institutions have $224M invested in iShares Dow Jones US ETF in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 16 closing their positions.

Holders
101
Holders Change
+5
Holders Change %
+5.21%
% of All Funds
2.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
24
Increased
24
Reduced
25
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PHS
1
Pekin Hardy Strauss
Illinois
$1.35M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$2.08M
3
WA
3
WESPAC Advisors
California
$1.35M
4
Citadel Advisors
4
Citadel Advisors
Florida
$941K
5
SAG
5
Sterne Agee Group
Alabama
$2.87M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$21K
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$9.68M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.41M
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$140K 1,357 +128 +10%
SA
77
SRH Advisors
Kansas
$132K 1,270 – –
NES
78
New England Securities
New York
$119K 1,145 -80 -7%
WA
79
WFG Advisors
Texas
$102K 980 +30 +3%
TFA
80
Transamerica Financial Advisors
Florida
$84K 804 +804 New
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$75K 726 – –
TIM
82
Tortoise Investment Management
New York
$53K 516 – –
FCCM
83
First City Capital Management
Georgia
$51.8K 500 – –
NFG
84
Next Financial Group
Texas
$31K 300 -3,853 -93%
RIA
85
Regal Investment Advisors
Michigan
$31K 300 – –
NSIM
86
North Star Investment Management
Illinois
$26K 250 – –
AssetMark Inc
87
AssetMark Inc
California
$21K 199 -133,134 -100%
VIA
88
Vantage Investment Advisors
Pennsylvania
$21K 200 – –
EK
89
Evensky & Katz
Florida
$17K 165 – –
IF
90
Ironwood Financial
Arizona
$17K 165 +165 New
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$12K 120 -10 -8%
Deutsche Bank
92
Deutsche Bank
Germany
$12K 118 – –
RMAM
93
Raab & Moskowitz Asset Management
New Jersey
$9K 85 +85 New
DSC
94
Duncker Streett & Co
Missouri
$7K 67 – –
BRWM
95
B. Riley Wealth Management
Tennessee
$6K 65 -105 -62%
RFA
96
Reilly Financial Advisors
California
$6K 60 -75 -56%
HRIA
97
Haberer Registered Investment Advisor
Ohio
$6K 55 – –
EMA
98
Efficient Market Advisors
California
$2K 17 – –
KTC
99
Kistler-Tiffany Companies
Pennsylvania
$2K 15 – –
SG Americas Securities
100
SG Americas Securities
New York
– – -27,200 Closed
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