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iShares Dow Jones US ETF
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Overview Fund Activity

154 hedge funds and large institutions have $296M invested in iShares Dow Jones US ETF in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 30 increasing their positions, 54 reducing their positions, and 7 closing their positions.

Holders
154
Holders Change
+17
Holders Change %
+12.41%
% of All Funds
3.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
27
Increased
30
Reduced
54
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$9.98M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$11.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$31.5M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.44M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$3.85M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$1.49M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.78M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.1M
5
MA
5
Mutual Advisors
Nebraska
$1.21M
Name Market Value Shares Shares
Change 		Shares
Change %
SS
76
Sunbelt Securities
Texas
$336K 2,380 +2,380 New
BHBT
77
Burke & Herbert Bank & Trust
Virginia
$328K 2,321 – –
CHA
78
Cooper/Haims Advisors
New York
$328K 2,321 +191 +9%
DC
79
Davenport & Co
Virginia
$319K 2,260 -193 -8%
NSAM
80
North Star Asset Management
Wisconsin
$311K 2,200 +2,200 New
CWM
81
CCG Wealth Management
California
$303K 2,143 -40 -2%
RE
82
RBC Europe
United Kingdom
$293K 2,073 – –
SIAP
83
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$292K 2,978 +24 +0.8%
EDRIA
84
Edmonds Duncan Registered Investment Advisors
Kansas
$291K 2,062 +70 +4%
AAS
85
Avantax Advisory Services
Texas
$290K 2,051 +2,051 New
MMHP
86
Murphy Middleton Hinkle & Parker
Georgia
$282K 2,000 – –
SF
87
Synovus Financial
Georgia
$281K 1,994 – –
CIA
88
Capital Investment Advisors
Georgia
$256K 1,813 +2 +0.1%
PGAM
89
Princeton Global Asset Management
New Jersey
$254K 1,800 – –
EK
90
Evensky & Katz
Florida
$242K 2,470 +2,298 +1,336%
MAFM
91
Mid Atlantic Financial Management
Pennsylvania
$239K 1,690 +1 +0.1%
BF
92
BOK Financial
Oklahoma
$237K 1,678 -270 -14%
PCA
93
Personal Capital Advisors
California
$232K 1,645 +1,645 New
EWM
94
Edge Wealth Management
New York
$226K 1,600 – –
GWM
95
Geneos Wealth Management
Colorado
$222K 1,573 +170 +12%
JPMPWA
96
J.P. Morgan Private Wealth Advisors
California
$221K 1,566 +1,566 New
NA
97
Nottingham Advisors
New York
$220K 1,555 +75 +5%
EAM
98
Evanson Asset Management
California
$220K 1,560 +1,560 New
RJT
99
Raymond James Trust
Florida
$219K 1,548 +1,548 New
BIM
100
Baldwin Investment Management
Pennsylvania
$213K 1,510 +1,510 New
2 3
4
5 6