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iShares Dow Jones US ETF
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Overview Fund Activity

182 hedge funds and large institutions have $374M invested in iShares Dow Jones US ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 48 reducing their positions, and 9 closing their positions.

Holders
182
Holders Change
+8
Holders Change %
+4.6%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
52
Reduced
48
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAG
1
Csenge Advisory Group
Florida
$5M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$3.77M
3
MFG
3
Merit Financial Group
Georgia
$3.07M
4
Bank of America
4
Bank of America
North Carolina
$30.5M
5
TRCT
5
Tower Research Capital (TRC)
New York
$2.69M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$10.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$45.6M
4
BA
4
Ballew Advisors
Mississippi
$1.07M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$858K
Name Holding Trade Value Shares
Change 		Shares
Change %
GAMC
101
Garner Asset Management Corp
Texas
$420K +$2.05K +19 +0.5%
BHBT
102
Burke & Herbert Bank & Trust
Virginia
$402K – – –
CHA
103
Cooper/Haims Advisors
New York
$401K +$1.83K +17 +0.5%
CIA
104
Capital Investment Advisors
Georgia
$393K +$324 +3 +0.1%
PGAM
105
Princeton Global Asset Management
New Jersey
$389K – – –
CA
106
Calton & Associates
Florida
$385K +$385K +3,546 New
NA
107
Nottingham Advisors
New York
$378K – – –
CWM
108
CCG Wealth Management
California
$358K – – –
APA
109
American Portfolios Advisors
New York
$350K +$432 +4 +0.1%
EAM
110
Evanson Asset Management
California
$349K +$1.83K +17 +0.5%
CIBC World Market
111
CIBC World Market
Ontario, Canada
$346K +$346K +3,200 New
EWM
112
Edge Wealth Management
New York
$345K – – –
LWA
113
Lineweaver Wealth Advisors
Ohio
$345K +$39.8K +369 +13%
IFG
114
Investors Financial Group
Minnesota
$328K – – –
MMHP
115
Murphy Middleton Hinkle & Parker
Georgia
$324K -$108K -1,000 -25%
KWM
116
Kingsview Wealth Management
Oregon
$323K – – –
FCFC
117
First Citizens Financial Corp
Iowa
$319K – – –
RE
118
RBC Europe
United Kingdom
$315K – – –
GWM
119
Geneos Wealth Management
Colorado
$314K -$22.7K -208 -7%
Bank Julius Baer & Co
120
Bank Julius Baer & Co
Switzerland
$292K -$540 -5 -0.2%
Franklin Resources
121
Franklin Resources
California
$281K – – –
LIM
122
Leavell Investment Management
Alabama
$281K – – –
CIBC Private Wealth Group
123
CIBC Private Wealth Group
Georgia
$273K – – –
LWANC
124
Laurel Wealth Advisors (North Carolina)
North Carolina
$273K +$270K +2,500 +8,929%
US Bancorp
125
US Bancorp
Minnesota
$266K – – –
3 4
5
6 7