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iShares Dow Jones US ETF
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Overview Fund Activity

197 hedge funds and large institutions have $390M invested in iShares Dow Jones US ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-14
Holders Change %
-6.64%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
39
Reduced
79
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$10.9M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$2.45M
3
CA
3
Cetera Advisors
Colorado
$5.75M
4
MCC
4
Money Concepts Capital
Florida
$2.92M
5
WS
5
Wedbush Securities
California
$5.54M

Top Sellers

1
CAG
1
Csenge Advisory Group
Florida
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.26M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.81M
4
VWA
4
Visionary Wealth Advisors
Illinois
$651K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
76
J.W. Cole Advisors
Florida
$828K -$325K -2,922 -28%
CWM
77
Centric Wealth Management
Illinois
$808K -$14.4K -129 -2%
GW
78
GW & Wade
Massachusetts
$800K – – –
BRWA
79
B. Riley Wealth Advisors
Florida
$799K +$5.9K +53 +0.7%
National Bank of Canada
80
National Bank of Canada
Quebec, Canada
$787K – – –
RJT
81
Raymond James Trust
Florida
$785K – – –
CA
82
Cortland Associates
Missouri
$783K – – –
Comerica Bank
83
Comerica Bank
Texas
$770K – – –
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$761K – – –
CIC
85
Carnegie Investment Counsel
Ohio
$745K +$268K +2,404 +56%
MML Investors Services
86
MML Investors Services
Massachusetts
$674K -$729K -6,543 -52%
KM
87
Kalos Management
Georgia
$672K -$701K -6,993 -51%
PFP
88
Pinnacle Financial Partners
Tennessee
$655K – – –
VWA
89
Visionary Wealth Advisors
Illinois
$651K -$2.15M -19,294 -77%
KAS
90
Kestra Advisory Services
Texas
$644K -$392K -3,516 -38%
LA
91
LexAurum Advisors
Kansas
$613K – – –
GVAG
92
Great Valley Advisor Group
Delaware
$602K -$140K -1,252 -19%
VFG
93
V2 Financial group
Illinois
$590K – – –
KPWS
94
Kestra Private Wealth Services
Texas
$588K +$118K +1,061 +25%
CAN
95
Claraphi Advisory Network
United States
$585K -$26.9K -242 -4%
NFP
96
Narus Financial Partners
Utah
$576K +$576K +5,176 New
BPWM
97
Badgley Phelps Wealth Managers
Washington
$574K – – –
SF
98
Synovus Financial
Georgia
$562K +$780 +7 +0.1%
G
99
GenTrust
Florida
$557K – – –
Goldman Sachs
100
Goldman Sachs
New York
$545K – – –
2 3
4
5 6