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iShares Dow Jones US ETF
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Overview Fund Activity

99 hedge funds and large institutions have $224M invested in iShares Dow Jones US ETF in 2015 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
35
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$3.27M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$9M
3
NC
3
NewSquare Capital
Pennsylvania
$1.96M
4
DWM
4
Destination Wealth Management
California
$1.66M
5
TFA
5
Transamerica Financial Advisors
Florida
$1.59M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$13.9M
2
Wells Fargo
2
Wells Fargo
California
$24.9M
3
WA
3
WESPAC Advisors
California
$364K
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$17.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
76
SRH Advisors
Kansas
$132K – – –
WA
77
WFG Advisors
Texas
$63K +$2K +38 +3%
TIM
78
Tortoise Investment Management
New York
$54K – – –
IWM
79
Integrated Wealth Management
California
$48K +$19.7K +380 +69%
NFG
80
Next Financial Group
Texas
$31K – – –
IF
81
Ironwood Financial
Arizona
$29K +$11.9K +230 +70%
NSIM
82
North Star Investment Management
Illinois
$26K – – –
VIA
83
Vantage Investment Advisors
Pennsylvania
$21K -$21K -400 -50%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$21K +$21K +412 New
MAA
85
Managed Account Advisors
New Jersey
$18K – – –
EK
86
Evensky & Katz
Florida
$17K – – –
RIA
87
Regal Investment Advisors
Michigan
$10K – – –
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$10K – – –
MAS
89
Madden Advisory Services
Florida
$10K +$10K +200 New
DSC
90
Duncker Streett & Co
Missouri
$7K – – –
BRWM
91
B. Riley Wealth Management
Tennessee
$6K – – –
RFA
92
Reilly Financial Advisors
California
$6K – – –
HNB
93
Huntington National Bank
Ohio
$6K +$6K +110 New
LNWWM
94
Laird Norton Wetherby Wealth Management
California
$5K +$5K +104 New
AA
95
AlphaMark Advisors
Kentucky
$4K +$4K +80 New
KTC
96
Kistler-Tiffany Companies
Pennsylvania
$2K – – –
NMIS
97
Northwestern Mutual Investment Services
Wisconsin
$2K +$2K +44 New
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25 +$15 +292 +157%
JFGIW
99
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$393K -7,502 Closed
Citadel Advisors
100
Citadel Advisors
Florida
– -$363K -6,936 Closed
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4
5