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iShares Dow Jones US ETF
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Overview Fund Activity

147 hedge funds and large institutions have $234M invested in iShares Dow Jones US ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 50 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
-13
Holders Change %
-8.13%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
33
Reduced
50
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$25.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$28.6M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$3.31M
4
BWA
4
Beam Wealth Advisors
Louisiana
$1.11M
5
CA
5
Cetera Advisors
Colorado
$3.57M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.57M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$395K
4
Bank of America
4
Bank of America
North Carolina
$17.4M
5
Wells Fargo
5
Wells Fargo
California
$5.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$311K -$58.9K -934 -16%
AAS
77
Avantax Advisory Services
Texas
$306K -$15.5K -246 -5%
US Bancorp
78
US Bancorp
Minnesota
$304K – – –
BHBT
79
Burke & Herbert Bank & Trust
Virginia
$289K – – –
TI
80
Trexquant Investment
Connecticut
$283K +$283K +4,490 New
NSAM
81
North Star Asset Management
Wisconsin
$278K – – –
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$274K -$212K -3,350 -44%
SS
83
Sunbelt Securities
Texas
$274K -$25.3K -400 -8%
JPMPWA
84
J.P. Morgan Private Wealth Advisors
California
$273K -$90.4K -1,436 -25%
CHA
85
Cooper/Haims Advisors
New York
$264K – – –
William Blair & Company
86
William Blair & Company
Illinois
$258K +$84.8K +1,346 +49%
LSPW
87
Lake Street Private Wealth
Illinois
$255K +$6.93K +110 +3%
FCFC
88
First Citizens Financial Corp
Iowa
$254K – – –
MMHP
89
Murphy Middleton Hinkle & Parker
Georgia
$252K – – –
CWM
90
CCG Wealth Management
California
$249K – – –
SC
91
Scotia Capital
Ontario, Canada
$246K +$246K +3,898 New
EDRIA
92
Edmonds Duncan Registered Investment Advisors
Kansas
$237K – – –
RJT
93
Raymond James Trust
Florida
$233K – – –
MAFM
94
Mid Atlantic Financial Management
Pennsylvania
$233K +$126 +2 +0.1%
PCA
95
Personal Capital Advisors
California
$229K – – –
CIA
96
Capital Investment Advisors
Georgia
$229K – – –
PGAM
97
Princeton Global Asset Management
New Jersey
$227K – – –
GAMC
98
Garner Asset Management Corp
Texas
$223K +$223K +3,532 New
SIAP
99
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$212K +$7.34K +200 +4%
EWM
100
Edge Wealth Management
New York
$204K – – –
2 3
4
5 6