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iShares Dow Jones US ETF
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Overview Fund Activity

259 hedge funds and large institutions have $556M invested in iShares Dow Jones US ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+24
Holders Change %
+10.21%
% of All Funds
3.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
71
Reduced
66
Closed
8
Calls
$801K
Puts
$14K
Net Calls
+$787K
Net Calls Change
-$134K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$21.4M
2
Osaic Holdings
Osaic Holdings
Arizona
$12.9M
3
IWA
IBEX Wealth Advisors
New Jersey
$4.61M
4
EP
Essential Planning
New Hampshire
$3.92M
5
Citadel Advisors
Citadel Advisors
Florida
$2.94M

Top Sellers

1
LPL Financial
LPL Financial
California
$43.2M
2
HighTower Advisors
HighTower Advisors
Illinois
$2.02M
3
FTUS
Flow Traders U.S.
New York
$0
4
HOWA
Heritage Oak Wealth Advisors
Florida
$0
5
SWA
Stratos Wealth Advisors
Ohio
$2.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$1.04M +$52.7K +368 +5%
MA
77
Mutual Advisors
Nebraska
$1.03M -$45.6K -315 -4%
FIA
78
Foundations Investment Advisors
Arizona
$1.02M +$129K +902 +14%
National Bank of Canada
79
National Bank of Canada
Quebec, Canada
$1.01M -$5.58K -39 -0.6%
DC
80
Davenport & Co
Virginia
$1.01M -$5.72K -40 -0.6%
Mariner
81
Mariner
Kansas
$1M +$572 +4 +0.1%
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$997K -$795K -5,556 -44%
AWM
83
AE Wealth Management
Kansas
$997K +$124K +864 +14%
RSF
84
Rik Saylor Financial
Ohio
$988K +$988K +6,904 New
TRCT
85
Tower Research Capital (TRC)
New York
$979K +$940K +6,568 +2,415%
GG
86
GenWealth Group
New Jersey
$965K -$31.5K -220 -3%
CA
87
Cortland Associates
Missouri
$930K – – –
NAS
88
NWF Advisory Services
California
$928K +$928K +6,482 New
OIA
89
OneDigital Investment Advisors
Kansas
$914K – – –
CWIG
90
Chung Wu Investment Group
Texas
$911K +$911K +6,370 New
CWM
91
Centric Wealth Management
Illinois
$907K +$1.86K +13 +0.2%
CIBC Private Wealth Group
92
CIBC Private Wealth Group
Georgia
$906K +$1.15K +8 +0.1%
FFS
93
Founders Financial Securities
Maryland
$892K +$286 +2 +0%
BTWM
94
Brass Tax Wealth Management
Ohio
$859K – – –
VFG
95
V2 Financial group
Illinois
$830K – – –
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$827K -$26K -182 -3%
PFP
97
Pinnacle Financial Partners
Tennessee
$821K – – –
CWM
98
Congress Wealth Management
Massachusetts
$820K +$26.5K +185 +3%
FFA
99
Farther Finance Advisors
California
$806K – – –
SCG
100
Sonata Capital Group
Washington
$794K -$71.5K -500 -8%
2 3
4
5 6