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iShares Dow Jones US ETF
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Overview Fund Activity

137 hedge funds and large institutions have $252M invested in iShares Dow Jones US ETF in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 33 increasing their positions, 36 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
-6
Holders Change %
-4.2%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
33
Reduced
36
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$11.7M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11M
3
Morgan Stanley
3
Morgan Stanley
New York
$22.8M
4
GWA
4
Guidant Wealth Advisors
Illinois
$2.83M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.39M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
MA
2
Mutual Advisors
Nebraska
$2.3M
3
Wells Fargo
3
Wells Fargo
California
$8.97M
4
IWA
4
IBEX Wealth Advisors
New Jersey
$0
5
UBS Group
5
UBS Group
Switzerland
$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAP
76
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$263K -$4.01K -90 -2%
RE
77
RBC Europe
United Kingdom
$258K – – –
LA
78
LexAurum Advisors
Kansas
$251K +$251K +4,034 New
MMHP
79
Murphy Middleton Hinkle & Parker
Georgia
$249K – – –
SF
80
Synovus Financial
Georgia
$249K – – –
EDRIA
81
Edmonds Duncan Registered Investment Advisors
Kansas
$248K – – –
BF
82
BOK Financial
Oklahoma
$242K -$111K -1,782 -31%
RFC
83
Regions Financial Corp
Alabama
$240K – – –
SG
84
Strid Group
Pennsylvania
$230K +$230K +3,692 New
CIA
85
Capital Investment Advisors
Georgia
$225K +$248 +4 +0.1%
PGAM
86
Princeton Global Asset Management
New Jersey
$224K +$224K +3,600 New
SWP
87
Stratos Wealth Partners
Ohio
$221K -$86.9K -1,398 -28%
NA
88
Nottingham Advisors
New York
$215K – – –
MAFM
89
Mid Atlantic Financial Management
Pennsylvania
$210K +$210K +3,378 New
PAG
90
Private Advisory Group
Washington
$209K -$164K -2,642 -44%
EWM
91
Edge Wealth Management
New York
$199K – – –
GWM
92
Geneos Wealth Management
Colorado
$173K – – –
IA
93
IFP Advisors
Florida
$171K -$31K -502 -15%
William Blair & Company
94
William Blair & Company
Illinois
$171K – – –
WTC
95
WhitTier Trust Company
Nevada
$164K +$8.82K +142 +6%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$141K -$248 -4 -0.2%
PCP
97
Proficio Capital Partners
Massachusetts
$124K – – –
HNB
98
Huntington National Bank
Ohio
$124K -$146K – –
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$119K +$1.37K +22 +1%
SIAS
100
Shine Investment Advisory Services
Colorado
$118K – – –
2 3
4
5 6