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iShares Dow Jones US ETF
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Overview Fund Activity

203 hedge funds and large institutions have $338M invested in iShares Dow Jones US ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 52 reducing their positions, and 8 closing their positions.

Holders
203
Holders Change
+5
Holders Change %
+2.53%
% of All Funds
3.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
43
Reduced
52
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$3.7M
2
Comerica Bank
2
Comerica Bank
Texas
$3.52M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$3.44M
4
Goldman Sachs
4
Goldman Sachs
New York
$7.92M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.95M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$3.18M
2
EWA
2
EP Wealth Advisors
California
$1.78M
3
GVAG
3
Great Valley Advisor Group
Delaware
$1.45M
4
BFS
4
Bard Financial Services
Connecticut
$0
5
Ameriprise
5
Ameriprise
Minnesota
$2.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFS
76
Founders Financial Securities
Maryland
$689K -$313 -3 -0%
KAS
77
Kestra Advisory Services
Texas
$672K -$1.15K -11 -0.2%
CWM
78
Centric Wealth Management
Illinois
$654K – – –
BA
79
Ballew Advisors
Mississippi
$644K -$102K -985 -14%
WCM
80
Washburn Capital Management
Florida
$637K -$3.13K -30 -0.5%
SCG
81
Sonata Capital Group
Washington
$632K – – –
PFP
82
Pinnacle Financial Partners
Tennessee
$615K – – –
VFG
83
V2 Financial group
Illinois
$606K – – –
RJT
84
Raymond James Trust
Florida
$603K +$56.3K +539 +10%
Lido Advisors
85
Lido Advisors
California
$594K +$594K +5,688 New
JWCA
86
J.W. Cole Advisors
Florida
$578K +$16.5K +158 +3%
JPMPWA
87
J.P. Morgan Private Wealth Advisors
California
$573K – – –
KPWS
88
Kestra Private Wealth Services
Texas
$546K – – –
NFP
89
Narus Financial Partners
Utah
$541K – – –
Northern Trust
90
Northern Trust
Illinois
$538K +$538K +5,150 New
BPWM
91
Badgley Phelps Wealth Managers
Washington
$513K – – –
FAG
92
Fortitude Advisory Group
Washington
$465K – – –
SF
93
Synovus Financial
Georgia
$463K -$8.67K -83 -2%
Corient Private Wealth
94
Corient Private Wealth
Florida
$454K – – –
LFG
95
Larson Financial Group
Missouri
$447K +$133K +1,270 +42%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$438K -$1.11M -10,592 -72%
HIG
97
Heritage Investment Group
Florida
$428K – – –
GAMC
98
Garner Asset Management Corp
Texas
$416K – – –
CIBC Private Wealth Group
99
CIBC Private Wealth Group
Georgia
$404K +$132K +1,265 +49%
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$400K +$3.13K +30 +0.8%
2 3
4
5 6