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iShares Dow Jones US ETF
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Overview Fund Activity

217 hedge funds and large institutions have $452M invested in iShares Dow Jones US ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 10 closing their positions.

Holders
217
Holders Change
+14
Holders Change %
+6.9%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
25
Increased
71
Reduced
50
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$109M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$24.7M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$6.55M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.89M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$5.68M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$6.18M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
WS
3
Wedbush Securities
California
$4.6M
4
UBS Group
4
UBS Group
Switzerland
$7.8M
5
UCFA
5
United Capital Financial Advisors
Texas
$745K
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
76
National Bank of Canada
Quebec, Canada
$806K – – –
Lido Advisors
77
Lido Advisors
California
$796K +$133K +1,143 +20%
SWA
78
Stratos Wealth Advisors
Ohio
$793K +$358K +3,071 +82%
MML Investors Services
79
MML Investors Services
Massachusetts
$777K -$30.9K -265 -4%
FFS
80
Founders Financial Securities
Maryland
$770K +$1.4K +12 +0.2%
CWM
81
Centric Wealth Management
Illinois
$757K +$4.09K +34 +0.5%
UCFA
82
United Capital Financial Advisors
Texas
$745K -$1.01M -8,629 -57%
BRWA
83
B. Riley Wealth Advisors
Florida
$742K -$103K -880 -12%
SCG
84
Sonata Capital Group
Washington
$705K – – –
WCM
85
Washburn Capital Management
Florida
$693K -$17.2K -148 -2%
PFP
86
Pinnacle Financial Partners
Tennessee
$686K – – –
VFG
87
V2 Financial group
Illinois
$676K – – –
FFA
88
Farther Finance Advisors
California
$615K +$615K +5,280 New
NFP
89
Narus Financial Partners
Utah
$603K – – –
Northern Trust
90
Northern Trust
Illinois
$600K – – –
KPWS
91
Kestra Private Wealth Services
Texas
$582K -$26.5K -227 -4%
BPWM
92
Badgley Phelps Wealth Managers
Washington
$572K – – –
BA
93
Ballew Advisors
Mississippi
$565K -$156K -1,343 -22%
JWCA
94
J.W. Cole Advisors
Florida
$537K -$108K -930 -17%
FAG
95
Fortitude Advisory Group
Washington
$519K – – –
SF
96
Synovus Financial
Georgia
$519K +$2.68K +23 +0.5%
RJT
97
Raymond James Trust
Florida
$510K -$162K -1,394 -24%
Corient Private Wealth
98
Corient Private Wealth
Florida
$506K +$233 +2 +0%
SFG
99
Sovereign Financial Group
Connecticut
$487K +$487K +4,182 New
GAMC
100
Garner Asset Management Corp
Texas
$487K +$3.4K +28 +0.7%
2 3
4
5 6