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iShares Dow Jones US ETF

160 hedge funds and large institutions have $324M invested in iShares Dow Jones US ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+14
Holders Change %
+9.59%
% of All Funds
3.16%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
37
Reduced
46
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
101
Stratos Wealth Partners
Ohio
$260K -$19.4K -244 -7%
EWM
102
Edge Wealth Management
New York
$255K
EAM
103
Evanson Asset Management
California
$253K +$2.71K +34 +1%
BF
104
BOK Financial
Oklahoma
$250K -$3.99K -50 -2%
IFG
105
Investors Financial Group
Minnesota
$243K +$243K +3,042 New
BIM
106
Baldwin Investment Management
Pennsylvania
$241K
GWM
107
Geneos Wealth Management
Colorado
$240K -$10.8K -136 -4%
FWM
108
Foresight Wealth Management
Utah
$228K -$161K -2,018 -41%
LIM
109
Leavell Investment Management
Alabama
$225K
CWA
110
Clarity Wealth Advisors
California
$224K +$224K +2,812 New
William Blair & Company
111
William Blair & Company
Illinois
$220K
BHWM
112
Bar Harbor Wealth Management
New Hampshire
$215K +$215K +2,696 New
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$212K +$104K +1,304 +97%
Northern Trust
114
Northern Trust
Illinois
$203K +$203K +2,540 New
WTC
115
WhitTier Trust Company
Nevada
$200K
SFS
116
Sowell Financial Services
Arkansas
$192K +$9.44K +118 +5%
HNB
117
Huntington National Bank
Ohio
$160K -$148K
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$157K
SIAS
119
Shine Investment Advisory Services
Colorado
$152K
CAAS
120
Capital Asset Advisory Services
Michigan
$147K +$147K +1,772 New
IFWM
121
Institute for Wealth Management
Colorado
$125K +$125K +1,568 New
CF
122
Centaurus Financial
California
$121K +$121K +1,520 New
SA
123
SRH Advisors
Kansas
$116K -$15.2K -190 -12%
IF
124
Ironwood Financial
Arizona
$101K
FHA
125
Flagship Harbor Advisors
Massachusetts
$98K +$6.38K +80 +7%