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iShares Dow Jones US ETF

124 hedge funds and large institutions have $228M invested in iShares Dow Jones US ETF in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 27 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+12
Holders Change %
+10.71%
% of All Funds
2.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
27
Reduced
40
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NSIM
101
North Star Investment Management
Illinois
$33K
BlackRock
102
BlackRock
New York
$31K -$2K -30 -6%
WAM
103
Wealthspire Advisors (Maryland)
Maryland
$31K +$31K +464 New
SSB
104
Sandy Spring Bank
Maryland
$25K
EK
105
Evensky & Katz
Florida
$22K +$260 +4 +1%
AWA
106
Acorn Wealth Advisors
Michigan
$20K +$20K +294 New
AF
107
Advisornet Financial
Minnesota
$18K +$18K +276 New
AC
108
Avestar Capital
New York
$15K +$15K +228 New
ME
109
McIlrath & Eck
Washington
$13K +$13K +190 New
IWP
110
Icon Wealth Partners
Texas
$13K +$13K +200 New
VFA
111
Valeo Financial Advisors
Indiana
$12K
RFA
112
Reilly Financial Advisors
California
$8K
BTIS
113
BB&T Investment Services
North Carolina
$8K
DSC
114
Duncker Streett & Co
Missouri
$7K
CFA
115
Camarda Financial Advisors
Florida
$7K +$7K +106 New
AA
116
AlphaMark Advisors
Kentucky
$5K
TFA
117
Transamerica Financial Advisors
Florida
$4K -$276 -4 -6%
KTC
118
Kistler-Tiffany Companies
Pennsylvania
$2K
W
119
WealthShield
North Carolina
$1K +$1K +8 New
WP
120
WealthShield Partners
North Carolina
$1K +$1K +8 New
CA
121
Calton & Associates
Florida
$1K +$1K +14 New
GTAM
122
Global Trust Asset Management
Florida
$1K +$1K +16 New
PCG
123
Private Capital Group
Connecticut
$682 +$682 +10,210 New
BIA
124
Biondo Investment Advisors
Pennsylvania
-$2.98M -47,290 Closed
IWA
125
IBEX Wealth Advisors
New Jersey
-$1.3M -20,484 Closed