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iShares Dow Jones US ETF
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Overview Fund Activity

189 hedge funds and large institutions have $284M invested in iShares Dow Jones US ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
43
Reduced
50
Closed
16
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
-$6K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$6.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.41M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$14.2M
4
OIA
4
OneDigital Investment Advisors
Kansas
$656K
5
Mariner
5
Mariner
Kansas
$528K

Top Sellers

1
SIAP
1
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$0
2
WA
2
Wealthstar Advisors
Texas
$0
3
UBS Group
3
UBS Group
Switzerland
$10.3M
4
CAM
4
Cresset Asset Management
Illinois
$0
5
IWA
5
IBEX Wealth Advisors
New Jersey
$263K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
76
Raymond James Trust
Florida
$566K – – –
Ameriprise
77
Ameriprise
Minnesota
$563K -$63.7K -726 -10%
KM
78
Kalos Management
Georgia
$539K +$3.14K +34 +0.6%
Bank of New York Mellon
79
Bank of New York Mellon
New York
$533K -$4.73K -54 -0.9%
Mariner
80
Mariner
Kansas
$528K +$528K +6,019 New
PFP
81
Pinnacle Financial Partners
Tennessee
$516K – – –
VFG
82
V2 Financial group
Illinois
$509K +$43.9K +500 +9%
JWCA
83
J.W. Cole Advisors
Florida
$471K -$26.1K -298 -5%
KPWS
84
Kestra Private Wealth Services
Texas
$463K +$88 +1 +0%
NFP
85
Narus Financial Partners
Utah
$454K – – –
IA
86
IFP Advisors
Florida
$447K +$480 +5 +0.1%
G
87
GenTrust
Florida
$439K – – –
FFS
88
Founders Financial Securities
Maryland
$439K +$439K +5,010 New
BPWM
89
Badgley Phelps Wealth Managers
Washington
$431K – – –
Goldman Sachs
90
Goldman Sachs
New York
$429K – – –
GVAG
91
Great Valley Advisor Group
Delaware
$419K -$11.8K -135 -3%
CFB
92
Cullen/Frost Bankers
Texas
$413K +$1.84K +21 +0.4%
AIP
93
Almanack Investment Partners
Pennsylvania
$411K +$206K +2,342 +100%
SF
94
Synovus Financial
Georgia
$406K +$1.05K +12 +0.3%
AWA
95
Arete Wealth Advisors
Illinois
$396K +$396K +4,511 New
VAFP
96
Vahanian & Associates Financial Planning
New York
$368K +$368K +4,195 New
CAN
97
Claraphi Advisory Network
United States
$362K -$98.7K -1,126 -21%
CIBC World Market
98
CIBC World Market
Ontario, Canada
$360K – – –
HIG
99
Heritage Investment Group
Florida
$359K – – –
CF
100
Centaurus Financial
California
$359K +$32.4K +370 +10%
2 3
4
5 6