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iShares Dow Jones US ETF

146 hedge funds and large institutions have $289M invested in iShares Dow Jones US ETF in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 45 reducing their positions, and 14 closing their positions.

Holders
146
Holders Change
-3
Holders Change %
-2.01%
% of All Funds
3.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
33
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CWM
76
Centric Wealth Management
Illinois
$401K 2,802 -961 -26%
AAS
77
Avantax Advisory Services
Texas
$386K 2,646 +204 +8%
NFP
78
Narus Financial Partners
Utah
$382K 2,588
G
79
GenTrust
Florida
$369K 2,500 +2,500 New
FWM
80
Foresight Wealth Management
Utah
$360K 2,437 -961 -28%
FDCDDQ
81
Federation des caisses Desjardins du Quebec
Quebec, Canada
$356K 2,411 -116 -5%
US Bancorp
82
US Bancorp
Minnesota
$355K 2,411 -8 -0.3%
SS
83
Sunbelt Securities
Texas
$350K 2,370
CHA
84
Cooper/Haims Advisors
New York
$342K 2,321
DC
85
Davenport & Co
Virginia
$340K 2,330
BHBT
86
Burke & Herbert Bank & Trust
Virginia
$337K 2,287 -34 -1%
NSAM
87
North Star Asset Management
Wisconsin
$325K 2,200
MAFM
88
Mid Atlantic Financial Management
Pennsylvania
$306K 2,076 +125 +6%
LSPW
89
Lake Street Private Wealth
Illinois
$296K 2,009 +2,009 New
SF
90
Synovus Financial
Georgia
$295K 1,994
MMHP
91
Murphy Middleton Hinkle & Parker
Georgia
$295K 2,000
CWM
92
CCG Wealth Management
California
$292K 1,976 -47 -2%
EDRIA
93
Edmonds Duncan Registered Investment Advisors
Kansas
$288K 1,954
SIAP
94
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$284K 2,781 -200 -7%
RJT
95
Raymond James Trust
Florida
$273K 1,848
PCA
96
Personal Capital Advisors
California
$268K 1,819
CIA
97
Capital Investment Advisors
Georgia
$268K 1,814
PGAM
98
Princeton Global Asset Management
New Jersey
$263K 1,800
JPMPWA
99
J.P. Morgan Private Wealth Advisors
California
$263K 1,782 +216 +14%
SWP
100
Stratos Wealth Partners
Ohio
$259K 1,753 +305 +21%