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iShares Dow Jones US ETF
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Overview Fund Activity

131 hedge funds and large institutions have $227M invested in iShares Dow Jones US ETF in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+7
Holders Change %
+5.65%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
30
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.32M
2
AL
Aspiriant LLC
California
+$2.64M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.75M
4
CS
Credit Suisse
Switzerland
+$1.61M
5
IWA
IBEX Wealth Advisors
New Jersey
+$1.56M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.8M
2
TH
Timber Hill
Connecticut
-$1.91M
3
KM
Kalos Management
Georgia
-$1.81M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.54M
5
PAG
Private Advisor Group
New Jersey
-$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
76
Synovus Financial
Georgia
$263K – – –
EDRIA
77
Edmonds Duncan Registered Investment Advisors
Kansas
$263K +$263K +3,984 New
SIAP
78
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$261K +$24K +506 +10%
RFC
79
Regions Financial Corp
Alabama
$255K – – –
CIA
80
Capital Investment Advisors
Georgia
$239K +$132 +2 +0.1%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$230K -$1.54M -23,294 -87%
Northern Trust
82
Northern Trust
Illinois
$221K – – –
EWM
83
Edge Wealth Management
New York
$211K – – –
IA
84
IFP Advisors
Florida
$209K – – –
RJT
85
Raymond James Trust
Florida
$205K – – –
FAAS
86
First Allied Advisory Services
California
$200K -$2.52K -38 -1%
SEI Investments
87
SEI Investments
Pennsylvania
$196K +$87.4K +1,320 +80%
William Blair & Company
88
William Blair & Company
Illinois
$182K +$182K +2,750 New
WTC
89
WhitTier Trust Company
Nevada
$165K – – –
GWM
90
Geneos Wealth Management
Colorado
$152K – – –
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$139K -$29.6K -448 -18%
PCP
92
Proficio Capital Partners
Massachusetts
$132K – – –
SIAS
93
Shine Investment Advisory Services
Colorado
$126K – – –
CF
94
Centaurus Financial
California
$123K +$123K +1,864 New
SA
95
SRH Advisors
Kansas
$117K – – –
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$95K – – –
SWM
97
SeaCrest Wealth Management
New York
$92K – – –
AWM
98
AllSquare Wealth Management
New York
$88K – – –
IF
99
Ironwood Financial
Arizona
$84K – – –
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$81K +$12.2K +184 +18%
2 3
4
5 6