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iShares Dow Jones US ETF
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Overview Fund Activity

197 hedge funds and large institutions have $390M invested in iShares Dow Jones US ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-14
Holders Change %
-6.64%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
39
Reduced
79
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$10.9M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$2.45M
3
CA
3
Cetera Advisors
Colorado
$5.75M
4
MCC
4
Money Concepts Capital
Florida
$2.92M
5
WS
5
Wedbush Securities
California
$5.54M

Top Sellers

1
CAG
1
Csenge Advisory Group
Florida
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.26M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.81M
4
VWA
4
Visionary Wealth Advisors
Illinois
$651K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
101
Cullen/Frost Bankers
Texas
$521K -$65.3K -587 -11%
CIBC World Market
102
CIBC World Market
Ontario, Canada
$457K – – –
HIG
103
Heritage Investment Group
Florida
$456K – – –
IA
104
IFP Advisors
Florida
$446K +$181K +1,891 +68%
PS
105
Portfolio Solutions
Michigan
$445K -$445K -4,000 -50%
GAMC
106
Garner Asset Management Corp
Texas
$437K +$1K +9 +0.2%
Cetera Investment Advisers
107
Cetera Investment Advisers
Illinois
$432K -$16.4K -147 -4%
EWM
108
Empirical Wealth Management
Washington
$421K – – –
PCA
109
Personal Capital Advisors
California
$411K -$223 -2 -0.1%
CIA
110
Capital Investment Advisors
Georgia
$406K +$223 +2 +0.1%
PGAM
111
Princeton Global Asset Management
New Jersey
$401K – – –
BHBT
112
Burke & Herbert Bank & Trust
Virginia
$399K -$15.5K -139 -4%
CWM
113
CCG Wealth Management
California
$369K – – –
CA
114
Calton & Associates
Florida
$367K -$166K -1,497 -31%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$367K +$367K +3,300 New
EAM
116
Evanson Asset Management
California
$364K +$1K +9 +0.3%
NA
117
Nottingham Advisors
New York
$359K -$22.3K -200 -6%
EWM
118
Edge Wealth Management
New York
$356K – – –
LWA
119
Lineweaver Wealth Advisors
Ohio
$347K +$667 +6 +0.2%
MMHP
120
Murphy Middleton Hinkle & Parker
Georgia
$334K – – –
WCG
121
Weaver Consulting Group
California
$333K -$11.1K -100 -3%
GRP
122
Global Retirement Partners
California
$333K +$333K +3,460 New
AF
123
Advisornet Financial
Minnesota
$332K – – –
KWM
124
Kingsview Wealth Management
Oregon
$330K -$1.67K -15 -0.5%
CHA
125
Cooper/Haims Advisors
New York
$326K -$14.9K -134 -4%
3 4
5
6 7