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iShares Dow Jones US ETF

189 hedge funds and large institutions have $284M invested in iShares Dow Jones US ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
43
Reduced
50
Closed
16
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Shares
Change %
PS
101
Portfolio Solutions
Michigan
$351K
GAMC
102
Garner Asset Management Corp
Texas
$345K -$59.8K -682 -15%
NA
103
NewEdge Advisors
Louisiana
$338K +$263 +3 +0.1%
EWM
104
Empirical Wealth Management
Washington
$331K
PGAM
105
Princeton Global Asset Management
New Jersey
$316K
BHBT
106
Burke & Herbert Bank & Trust
Virginia
$308K -$6.67K -76 -2%
LA
107
LexAurum Advisors
Kansas
$295K -$188K -2,144 -39%
CWM
108
CCG Wealth Management
California
$291K
WCG
109
Weaver Consulting Group
California
$288K +$26.3K +300 +10%
CIA
110
Capital Investment Advisors
Georgia
$287K -$33.4K -380 -10%
EAM
111
Evanson Asset Management
California
$287K
EWM
112
Edge Wealth Management
New York
$283K
NA
113
Nottingham Advisors
New York
$283K
CHA
114
Cooper/Haims Advisors
New York
$266K
IWA
115
IBEX Wealth Advisors
New Jersey
$263K -$1.86M -21,212 -88%
MMHP
116
Murphy Middleton Hinkle & Parker
Georgia
$263K
TRCT
117
Tower Research Capital (TRC)
New York
$256K -$119K -1,356 -32%
SOAG
118
Silver Oak Advisory Group
Oregon
$254K
FCFC
119
First Citizens Financial Corp
Iowa
$252K
LWA
120
Lineweaver Wealth Advisors
Ohio
$247K -$13.6K -155 -5%
LIM
121
Leavell Investment Management
Alabama
$247K
EL
122
Essex LLC
Illinois
$243K
HSWM
123
Hubbell Strickland Wealth Management
Louisiana
$238K +$23.5K +268 +11%
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
$234K
WAP
125
Wealthcare Advisory Partners
Pennsylvania
$225K +$8.52K +97 +4%