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iShares Dow Jones US ETF

192 hedge funds and large institutions have $301M invested in iShares Dow Jones US ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 60 reducing their positions, and 13 closing their positions.

Holders
192
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
3.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
38
Reduced
60
Closed
13
Calls
$293K
Puts
$66K
Net Calls
+$227K
Net Calls Change
+$226K
Name Market Value Shares Shares
Change
Shares
Change %
BHBT
101
Burke & Herbert Bank & Trust
Virginia
$351K 3,510
FDCDDQ
102
Federation des caisses Desjardins du Quebec
Quebec, Canada
$348K 3,474 -586 -14%
EAM
103
Evanson Asset Management
California
$332K 3,317 +12 +0.4%
CWM
104
CCG Wealth Management
California
$332K 3,314
CIA
105
Capital Investment Advisors
Georgia
$328K 3,276 +2 +0.1%
NA
106
Nottingham Advisors
New York
$323K 3,225
EWM
107
Edge Wealth Management
New York
$320K 3,200
MMHP
108
Murphy Middleton Hinkle & Parker
Georgia
$300K 3,000
FA
109
Fiduciary Alliance
South Carolina
$294K 2,940 +10 +0.3%
SOAG
110
Silver Oak Advisory Group
Oregon
$290K 2,901
FPGK
111
Financial Partners Group (Kansas)
Kansas
$285K 2,846
CHA
112
Cooper/Haims Advisors
New York
$284K 2,835 -105 -4%
LIM
113
Leavell Investment Management
Alabama
$282K 2,818
SWA
114
Stratos Wealth Advisors
Ohio
$261K 2,612 +2,612 New
CIBC Private Wealth Group
115
CIBC Private Wealth Group
Georgia
$260K 2,600 +2,600 New
EL
116
Essex LLC
Illinois
$259K 2,770
WAP
117
Wealthcare Advisory Partners
Pennsylvania
$256K 2,562
CWA
118
Clarity Wealth Advisors
California
$255K 2,553 +374 +17%
Cetera Investment Advisers
119
Cetera Investment Advisers
Illinois
$248K 2,480 -1,400 -36%
Corient Private Wealth
120
Corient Private Wealth
Florida
$241K 2,407 +2,407 New
AWM
121
AE Wealth Management
Kansas
$235K 2,345 +2,345 New
CCWM
122
Cassaday & Co Wealth Management
Virginia
$233K 2,331 +2,331 New
NFG
123
Nations Financial Group
Iowa
$233K 2,330 -12 -0.5%
MWM
124
Melfa Wealth Management
Massachusetts
$232K 2,321
PWM
125
Penobscot Wealth Management
Maine
$231K 2,308