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iShares Dow Jones US ETF
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Overview Fund Activity

235 hedge funds and large institutions have $484M invested in iShares Dow Jones US ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 61 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+16
Holders Change %
+7.31%
% of All Funds
3.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
59
Reduced
61
Closed
11
Calls
$921K
Puts
–
Net Calls
+$921K
Net Calls Change
+$101K

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$3.36M
2
GM
2
GeoWealth Management
Illinois
$3.13M
3
ECA
3
Elevation Capital Advisory
Oregon
$3.12M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$2.26M
5
Wells Fargo
5
Wells Fargo
California
$17.4M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$23.4M
2
KWM
2
Kingsview Wealth Management
Oregon
$299K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.14M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
TWC
5
TD Waterhouse Canada
Ontario, Canada
$905K
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
76
Davenport & Co
Virginia
$987K +$987K +7,070 New
Mariner
77
Mariner
Kansas
$979K -$275K -1,967 -22%
GG
78
GenWealth Group
New Jersey
$972K -$55.4K -397 -5%
MML Investors Services
79
MML Investors Services
Massachusetts
$958K -$52.9K -379 -5%
CWM
80
Centric Wealth Management
Illinois
$914K +$1.88K +13 +0.2%
CA
81
Cortland Associates
Missouri
$908K -$30.9K -221 -3%
TWC
82
TD Waterhouse Canada
Ontario, Canada
$905K -$1.52M -11,015 -63%
OIA
83
OneDigital Investment Advisors
Kansas
$891K -$1.12K -8 -0.1%
CIBC Private Wealth Group
84
CIBC Private Wealth Group
Georgia
$877K -$15.4K -110 -2%
FIA
85
Foundations Investment Advisors
Arizona
$872K -$403K -2,890 -32%
FFS
86
Founders Financial Securities
Maryland
$870K +$3.77K +27 +0.4%
AWM
87
AE Wealth Management
Kansas
$852K +$568K +4,067 +200%
SCG
88
Sonata Capital Group
Washington
$844K – – –
BTWM
89
Brass Tax Wealth Management
Ohio
$838K – – –
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$832K +$98K +702 +13%
PFP
91
Pinnacle Financial Partners
Tennessee
$821K – – –
VFG
92
V2 Financial group
Illinois
$810K – – –
FFA
93
Farther Finance Advisors
California
$786K +$52.9K +379 +7%
CWM
94
Congress Wealth Management
Massachusetts
$774K +$774K +5,544 New
Northern Trust
95
Northern Trust
Illinois
$762K +$10.5K +75 +1%
BPWM
96
Badgley Phelps Wealth Managers
Washington
$759K +$129K +926 +21%
GVAG
97
Great Valley Advisor Group
Delaware
$755K -$60.2K -431 -7%
JWCA
98
J.W. Cole Advisors
Florida
$735K -$9.21K -66 -1%
NFP
99
Narus Financial Partners
Utah
$723K – – –
Corient Private Wealth
100
Corient Private Wealth
Florida
$686K +$108K +772 +19%
2 3
4
5 6