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iShares Dow Jones US ETF
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Overview Fund Activity

186 hedge funds and large institutions have $364M invested in iShares Dow Jones US ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 55 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+4
Holders Change %
+2.2%
% of All Funds
3.27%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
40
Reduced
55
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.6M
2
VWA
2
Visionary Wealth Advisors
Illinois
$2.78M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.58M
4
LPL Financial
4
LPL Financial
California
$33.1M
5
PAG
5
Private Advisor Group
New Jersey
$4.78M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$21.9M
2
CAG
2
Csenge Advisory Group
Florida
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
JWCA
5
J.W. Cole Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Cortland Associates
Missouri
$782K – – –
RJT
77
Raymond James Trust
Florida
$739K – – –
MML Investors Services
78
MML Investors Services
Massachusetts
$694K +$7.99K +74 +1%
FDCDDQ
79
Federation des caisses Desjardins du Quebec
Quebec, Canada
$679K +$50.7K +470 +8%
GVAG
80
Great Valley Advisor Group
Delaware
$639K +$71.2K +660 +13%
CAN
81
Claraphi Advisory Network
United States
$636K – – –
PFP
82
Pinnacle Financial Partners
Tennessee
$635K – – –
LA
83
LexAurum Advisors
Kansas
$594K – – –
SF
84
Synovus Financial
Georgia
$575K -$8.51K -79 -1%
VFG
85
V2 Financial group
Illinois
$572K – – –
BPWM
86
Badgley Phelps Wealth Managers
Washington
$556K +$556K +5,150 New
G
87
GenTrust
Florida
$539K – – –
WAP
88
Wealthcare Advisory Partners
Pennsylvania
$492K -$36.1K -335 -7%
NSAM
89
North Star Asset Management
Wisconsin
$475K – – –
EVC
90
Eidelman Virant Capital
Missouri
$462K -$42.5K -390 -8%
CA
91
Calton & Associates
Florida
$462K +$79.7K +739 +21%
MAFM
92
Mid Atlantic Financial Management
Pennsylvania
$458K +$108 +1 +0%
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$445K – – –
APA
94
American Portfolios Advisors
New York
$443K +$94K +871 +27%
KPWS
95
Kestra Private Wealth Services
Texas
$422K +$108 +1 +0%
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
$420K -$42.7K -396 -9%
GAMC
97
Garner Asset Management Corp
Texas
$420K – – –
BHBT
98
Burke & Herbert Bank & Trust
Virginia
$402K – – –
CHA
99
Cooper/Haims Advisors
New York
$401K – – –
PCA
100
Personal Capital Advisors
California
$398K +$398K +3,689 New
2 3
4
5 6