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iShares Dow Jones US ETF
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Overview Fund Activity

124 hedge funds and large institutions have $228M invested in iShares Dow Jones US ETF in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 27 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+12
Holders Change %
+10.71%
% of All Funds
2.82%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
27
Reduced
40
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KM
1
Kalos Management
Georgia
$1.81M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.94M
3
Morgan Stanley
3
Morgan Stanley
New York
$29.9M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$4.44M
5
Bank of America
5
Bank of America
North Carolina
$19.4M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$2.24M
2
BIA
2
Biondo Investment Advisors
Pennsylvania
$0
3
Wells Fargo
3
Wells Fargo
California
$11.8M
4
AIA
4
Allegis Investment Advisors
Idaho
$728K
5
IWA
5
IBEX Wealth Advisors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
76
Cetera Advisor Networks
California
$241K -$720K -10,798 -75%
CIA
77
Capital Investment Advisors
Georgia
$241K +$267 +4 +0.1%
JPMPWA
78
J.P. Morgan Private Wealth Advisors
California
$241K +$26.8K +400 +13%
Northern Trust
79
Northern Trust
Illinois
$223K – – –
EWM
80
Edge Wealth Management
New York
$214K – – –
IA
81
IFP Advisors
Florida
$209K -$4.42K -66 -2%
RJT
82
Raymond James Trust
Florida
$207K +$207K +3,096 New
WA
83
WESPAC Advisors
California
$206K -$420K -6,300 -67%
FAAS
84
First Allied Advisory Services
California
$206K +$206K +3,058 New
BIM
85
Baldwin Investment Management
Pennsylvania
$202K +$202K +3,020 New
BCA
86
Benchmark Capital Advisors
New York
$200K +$200K +3,000 New
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$170K +$47K +706 +38%
WTC
88
WhitTier Trust Company
Nevada
$167K – – –
GWM
89
Geneos Wealth Management
Colorado
$154K – – –
PCP
90
Proficio Capital Partners
Massachusetts
$134K – – –
SIAS
91
Shine Investment Advisory Services
Colorado
$127K – – –
SA
92
SRH Advisors
Kansas
$118K -$6.67K -100 -5%
SEI Investments
93
SEI Investments
Pennsylvania
$110K – – –
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$96K -$3.35K -50 -3%
SWM
95
SeaCrest Wealth Management
New York
$94K +$94K +1,400 New
AWM
96
AllSquare Wealth Management
New York
$89K – – –
IF
97
Ironwood Financial
Arizona
$85K – – –
OIA
98
OneDigital Investment Advisors
Kansas
$84K +$84K +1,252 New
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$70K – – –
Citigroup
100
Citigroup
New York
$44K +$13.3K +202 +44%
2 3
4
5 6