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iShares Dow Jones US ETF
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Overview Fund Activity

198 hedge funds and large institutions have $344M invested in iShares Dow Jones US ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+6
Holders Change %
+3.13%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
51
Reduced
54
Closed
12
Calls
$244K
Puts
$22K
Net Calls
+$222K
Net Calls Change
-$5K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$5.42M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$8.19M
3
Ameriprise
3
Ameriprise
Minnesota
$4.14M
4
EWA
4
EP Wealth Advisors
California
$2.07M
5
RWM
5
Ritholtz Wealth Management
New York
$1.64M

Top Sellers

1
MCC
1
Money Concepts Capital
Florida
$2.23M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.74M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.61M
4
LPL Financial
4
LPL Financial
California
$32.4M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
101
Centaurus Financial
California
$392K -$39.8K -367 -9%
PGAM
102
Princeton Global Asset Management
New Jersey
$390K – – –
BHBT
103
Burke & Herbert Bank & Trust
Virginia
$380K – – –
EAM
104
Evanson Asset Management
California
$360K +$867 +8 +0.2%
CWM
105
CCG Wealth Management
California
$359K – – –
CIA
106
Capital Investment Advisors
Georgia
$355K +$108 +1 +0%
NA
107
Nottingham Advisors
New York
$351K +$1.95K +18 +0.6%
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$349K -$27.3K -252 -7%
EWM
109
Edge Wealth Management
New York
$347K – – –
SOS
110
Silver Oak Securities
Tennessee
$339K +$339K +3,130 New
LFG
111
Larson Financial Group
Missouri
$326K +$326K +3,008 New
MMHP
112
Murphy Middleton Hinkle & Parker
Georgia
$325K – – –
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$321K +$129K +1,190 +67%
FA
114
Fiduciary Alliance
South Carolina
$319K +$867 +8 +0.3%
SOAG
115
Silver Oak Advisory Group
Oregon
$314K – – –
FPGK
116
Financial Partners Group (Kansas)
Kansas
$311K – – –
Members Trust
117
Members Trust
Florida
$308K +$308K +2,840 New
LIM
118
Leavell Investment Management
Alabama
$305K – – –
SWA
119
Stratos Wealth Advisors
Ohio
$303K +$20.3K +187 +7%
EL
120
Essex LLC
Illinois
$300K – – –
CHA
121
Cooper/Haims Advisors
New York
$294K -$13.4K -124 -4%
CG
122
Cutler Group
California
$283K -$250K -2,314 -47%
CIBC Private Wealth Group
123
CIBC Private Wealth Group
Georgia
$282K – – –
WAP
124
Wealthcare Advisory Partners
Pennsylvania
$278K – – –
NFG
125
Nations Financial Group
Iowa
$253K +$108 +1 +0%
3 4
5
6 7