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iShares Dow Jones US ETF
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Overview Fund Activity

186 hedge funds and large institutions have $364M invested in iShares Dow Jones US ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 55 reducing their positions, and 7 closing their positions.

Holders
186
Holders Change
+4
Holders Change %
+2.2%
% of All Funds
3.27%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
40
Reduced
55
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.6M
2
VWA
2
Visionary Wealth Advisors
Illinois
$2.78M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.58M
4
LPL Financial
4
LPL Financial
California
$33.1M
5
PAG
5
Private Advisor Group
New Jersey
$4.78M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$21.9M
2
CAG
2
Csenge Advisory Group
Florida
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
JWCA
5
J.W. Cole Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
101
Capital Investment Advisors
Georgia
$393K – – –
PGAM
102
Princeton Global Asset Management
New Jersey
$388K – – –
NA
103
Nottingham Advisors
New York
$368K -$9.16K -85 -2%
CWM
104
CCG Wealth Management
California
$357K – – –
EAM
105
Evanson Asset Management
California
$349K – – –
LWA
106
Lineweaver Wealth Advisors
Ohio
$346K +$755 +7 +0.2%
CIBC World Market
107
CIBC World Market
Ontario, Canada
$345K – – –
EWM
108
Edge Wealth Management
New York
$345K – – –
IFG
109
Investors Financial Group
Minnesota
$328K – – –
MMHP
110
Murphy Middleton Hinkle & Parker
Georgia
$324K – – –
KWM
111
Kingsview Wealth Management
Oregon
$321K – – –
FCFC
112
First Citizens Financial Corp
Iowa
$319K – – –
EWM
113
Empirical Wealth Management
Washington
$317K +$317K +2,940 New
RE
114
RBC Europe
United Kingdom
$315K – – –
GWM
115
Geneos Wealth Management
Colorado
$314K – – –
WCG
116
Weaver Consulting Group
California
$311K +$311K +2,886 New
Koshinski Asset Management
117
Koshinski Asset Management
Illinois
$308K +$308K +2,860 New
LIM
118
Leavell Investment Management
Alabama
$304K – – –
EL
119
Essex LLC
Illinois
$299K +$299K +2,770 New
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$292K +$49.4K +458 +20%
Bank Julius Baer & Co
121
Bank Julius Baer & Co
Switzerland
$290K -$1.73K -16 -0.6%
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$285K -$228K -2,113 -44%
Franklin Resources
123
Franklin Resources
California
$281K – – –
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
$273K – – –
BF
125
BOK Financial
Oklahoma
$267K +$267K +2,479 New
3 4
5
6 7