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iShares Dow Jones US ETF

147 hedge funds and large institutions have $234M invested in iShares Dow Jones US ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 50 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
-13
Holders Change %
-8.13%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
33
Reduced
50
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
101
Nottingham Advisors
New York
$203K +$203K +3,220 New
BF
102
BOK Financial
Oklahoma
$201K +$3.28K +52 +2%
EAM
103
Evanson Asset Management
California
$200K
CFGS
104
Concourse Financial Group Securities
Alabama
$200K +$199K +3,160 +26,333%
GWM
105
Geneos Wealth Management
Colorado
$196K +$8.71K +140 +5%
RE
106
RBC Europe
United Kingdom
$184K -$262K -4,146 -59%
WTC
107
WhitTier Trust Company
Nevada
$158K
SFS
108
Sowell Financial Services
Arkansas
$141K -$10.3K -164 -7%
JPMorgan Chase & Co
109
JPMorgan Chase & Co
New York
$131K -$236K -3,740 -64%
CWC
110
Carolinas Wealth Consulting
North Carolina
$129K +$129K +2,034 New
HNB
111
Huntington National Bank
Ohio
$126K -$160K
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$124K
SIAS
113
Shine Investment Advisory Services
Colorado
$124K +$3.8K +60 +3%
SA
114
SRH Advisors
Kansas
$91K
FHA
115
Flagship Harbor Advisors
Massachusetts
$77K
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$70K -$93.3K -1,514 -57%
IA
117
IFP Advisors
Florida
$67K
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$62K
HWA
119
HHM Wealth Advisors
Tennessee
$59K +$59K +932 New
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$46K +$19K +300 +70%
MWP
121
Meridian Wealth Partners
Pennsylvania
$39K +$39K +620 New
LWM
122
Liberty Wealth Management
California
$30K
Citigroup
123
Citigroup
New York
$28K +$7.98K +126 +40%
TAM
124
Townsend Asset Management
North Carolina
$25K
SBL
125
Sargent Bickham Lagudis
Colorado
$24K