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iShares Dow Jones US ETF

222 hedge funds and large institutions have $446M invested in iShares Dow Jones US ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+5
Holders Change %
+2.3%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
60
Reduced
60
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
National Bank of Canada
76
National Bank of Canada
Quebec, Canada
$886K
FFS
77
Founders Financial Securities
Maryland
$880K +$34.2K +267 +4%
Focus Partners Wealth
78
Focus Partners Wealth
Massachusetts
$878K +$878K +7,186 New
Lido Advisors
79
Lido Advisors
California
$875K
CA
80
Cortland Associates
Missouri
$861K -$30.7K -240 -3%
CIBC Private Wealth Group
81
CIBC Private Wealth Group
Georgia
$847K +$354K +2,770 +72%
SCG
82
Sonata Capital Group
Washington
$775K
CWM
83
Centric Wealth Management
Illinois
$773K +$1.23K +10 +0.2%
GVAG
84
Great Valley Advisor Group
Delaware
$770K -$129K -1,010 -14%
BTWM
85
Brass Tax Wealth Management
Ohio
$769K +$769K +6,000 New
BRWA
86
B. Riley Wealth Advisors
Florida
$760K +$92.3K +880 +14%
PFP
87
Pinnacle Financial Partners
Tennessee
$754K
VFG
88
V2 Financial group
Illinois
$743K
WCM
89
Washburn Capital Management
Florida
$730K -$31.5K -246 -4%
UCFA
90
United Capital Financial Advisors
Texas
$702K -$118K -919 -14%
BSW
91
Buckingham Strategic Wealth
Missouri
$696K -$284K -2,218 -29%
FFA
92
Farther Finance Advisors
California
$677K +$2.81K +22 +0.4%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$664K +$358K +2,793 +117%
NFP
94
Narus Financial Partners
Utah
$663K
BA
95
Ballew Advisors
Mississippi
$612K
KPWS
96
Kestra Private Wealth Services
Texas
$605K -$34.5K -269 -5%
JWCA
97
J.W. Cole Advisors
Florida
$590K +$128 +1 +0%
BPWM
98
Badgley Phelps Wealth Managers
Washington
$578K -$51.2K -400 -8%
SF
99
Synovus Financial
Georgia
$571K +$897 +7 +0.2%
FAG
100
Fortitude Advisory Group
Washington
$571K