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iShares Dow Jones US ETF

211 hedge funds and large institutions have $426M invested in iShares Dow Jones US ETF in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 50 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+25
Holders Change %
+13.44%
% of All Funds
3.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
58
Reduced
50
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
101
Calton & Associates
Florida
$565K +$60.4K +513 +12%
G
102
GenTrust
Florida
$559K
WAP
103
Wealthcare Advisory Partners
Pennsylvania
$538K
NSAM
104
North Star Asset Management
Wisconsin
$519K
NA
105
NewEdge Advisors
Louisiana
$509K +$509K +4,321 New
CIC
106
Carnegie Investment Counsel
Ohio
$505K +$505K +4,287 New
EVC
107
Eidelman Virant Capital
Missouri
$501K
KPWS
108
Kestra Private Wealth Services
Texas
$497K +$35.5K +301 +8%
APA
109
American Portfolios Advisors
New York
$496K +$12.1K +103 +3%
CIBC World Market
110
CIBC World Market
Ontario, Canada
$483K +$106K +900 +28%
HIG
111
Heritage Investment Group
Florida
$482K +$482K +4,094 New
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$475K -$11.8K -100 -2%
GAMC
113
Garner Asset Management Corp
Texas
$462K +$2.71K +23 +0.6%
Wolverine Trading
114
Wolverine Trading
Illinois
$459K +$459K +3,885 New
EWM
115
Empirical Wealth Management
Washington
$445K +$98.8K +839 +29%
BHBT
116
Burke & Herbert Bank & Trust
Virginia
$439K
PCA
117
Personal Capital Advisors
California
$435K +$236 +2 +0.1%
CIA
118
Capital Investment Advisors
Georgia
$430K +$354 +3 +0.1%
PGAM
119
Princeton Global Asset Management
New Jersey
$424K
NA
120
Nottingham Advisors
New York
$404K +$1.18K +10 +0.3%
CWM
121
CCG Wealth Management
California
$391K
EAM
122
Evanson Asset Management
California
$384K +$2.36K +20 +0.6%
EWM
123
Edge Wealth Management
New York
$377K
LWA
124
Lineweaver Wealth Advisors
Ohio
$367K -$11.1K -94 -3%
WCG
125
Weaver Consulting Group
California
$364K +$23.8K +202 +7%