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iShares Dow Jones US ETF
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Overview Fund Activity

112 hedge funds and large institutions have $256M invested in iShares Dow Jones US ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
-1
Holders Change %
-0.88%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
25
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
Credit Suisse
Switzerland
+$25.1M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$2.92M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.23M
4
WAP
Wealthcare Advisory Partners
Pennsylvania
+$936K
5
CAN
Cetera Advisor Networks
California
+$908K

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
-$3.78M
2
UBS Group
UBS Group
Switzerland
-$3.72M
3
GWA
Guidant Wealth Advisors
Illinois
-$3.66M
4
Wells Fargo
Wells Fargo
California
-$3.43M
5
Morgan Stanley
Morgan Stanley
New York
-$2.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
76
Mission Wealth Management
California
$252K – – –
SF
77
Synovus Financial
Georgia
$250K – – –
SS
78
Sunbelt Securities
Texas
$239K +$239K +3,790 New
SIAP
79
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$233K -$10K -214 -4%
CIA
80
Capital Investment Advisors
Georgia
$227K +$126 +2 +0.1%
BSW
81
Buckingham Strategic Wealth
Missouri
$215K -$6.92K -110 -3%
Northern Trust
82
Northern Trust
Illinois
$210K – – –
JPMPWA
83
J.P. Morgan Private Wealth Advisors
California
$202K -$97.5K -1,544 -33%
EWM
84
Edge Wealth Management
New York
$201K – – –
IA
85
IFP Advisors
Florida
$201K +$378 +6 +0.2%
WTC
86
WhitTier Trust Company
Nevada
$158K – – –
GWM
87
Geneos Wealth Management
Colorado
$145K -$10.1K -160 -6%
PCP
88
Proficio Capital Partners
Massachusetts
$126K – – –
SIAS
89
Shine Investment Advisory Services
Colorado
$120K – – –
SA
90
SRH Advisors
Kansas
$118K – – –
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$116K – – –
SEI Investments
92
SEI Investments
Pennsylvania
$103K – – –
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$94K -$45.1K -712 -32%
AWM
94
AllSquare Wealth Management
New York
$84K +$84K +1,332 New
NFG
95
Next Financial Group
Texas
$82K +$20.5K +320 +33%
IF
96
Ironwood Financial
Arizona
$80K – – –
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$66K -$4.81K -76 -7%
NSIM
98
North Star Investment Management
Illinois
$32K – – –
BlackRock
99
BlackRock
New York
$31K +$2.64K +42 +9%
Citigroup
100
Citigroup
New York
$29K -$389K -6,228 -93%
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