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iShares Dow Jones US ETF
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Overview Fund Activity

95 hedge funds and large institutions have $223M invested in iShares Dow Jones US ETF in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-6
Holders Change %
-5.94%
% of All Funds
2.53%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
33
Reduced
29
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$15.9M
2
Goldman Sachs
2
Goldman Sachs
New York
$11.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$7.56M
4
Bank of America
4
Bank of America
North Carolina
$8.72M
5
Jane Street
5
Jane Street
New York
$1.98M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$0
2
F
2
FolioMetrix
Nebraska
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.37M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$509K
5
PHS
5
Pekin Hardy Strauss
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
76
Vantage Investment Advisors
Pennsylvania
$42K +$21K +400 +100%
FCCM
77
First City Capital Management
Georgia
$31.5K -$21K -400 -40%
NFG
78
Next Financial Group
Texas
$31K – – –
IWM
79
Integrated Wealth Management
California
$28K +$28K +548 New
NSIM
80
North Star Investment Management
Illinois
$26K – – –
MAA
81
Managed Account Advisors
New Jersey
$18K +$18K +336 New
IF
82
Ironwood Financial
Arizona
$17K – – –
EK
83
Evensky & Katz
Florida
$17K – – –
RIA
84
Regal Investment Advisors
Michigan
$10K -$20K -400 -67%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$10K -$2K -40 -17%
AA
86
Apriem Advisors
California
$10K +$10K +200 New
DSC
87
Duncker Streett & Co
Missouri
$7K – – –
BRWM
88
B. Riley Wealth Management
Tennessee
$6K – – –
HRIA
89
Haberer Registered Investment Advisor
Ohio
$6K – – –
RFA
90
Reilly Financial Advisors
California
$6K – – –
WCM
91
Wealthcare Capital Management
Virginia
$5K +$5K +90 New
KTC
92
Kistler-Tiffany Companies
Pennsylvania
$2K – – –
W
93
Wealthfront
California
$2K +$1.73K +38 +633%
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10 +$10 +186 New
BFA
95
Beaumont Financial Advisors
Massachusetts
– -$9.68M -186,940 Closed
F
96
FolioMetrix
Nebraska
– -$2.41M -50,678 Closed
CK
97
Carnick & Kubik
Colorado
– -$626K -27,950 Closed
PHS
98
Pekin Hardy Strauss
Illinois
– -$1.35M -26,142 Closed
JPMPWA
99
J.P. Morgan Private Wealth Advisors
California
– -$441K -8,508 Closed
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
– -$306K -5,916 Closed
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4
5