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iShares Dow Jones US ETF
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Overview Fund Activity

203 hedge funds and large institutions have $338M invested in iShares Dow Jones US ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 52 reducing their positions, and 8 closing their positions.

Holders
203
Holders Change
+5
Holders Change %
+2.53%
% of All Funds
3.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
43
Reduced
52
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$3.7M
2
Comerica Bank
2
Comerica Bank
Texas
$3.52M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$3.44M
4
Goldman Sachs
4
Goldman Sachs
New York
$7.92M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.95M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$3.18M
2
EWA
2
EP Wealth Advisors
California
$1.78M
3
GVAG
3
Great Valley Advisor Group
Delaware
$1.45M
4
BFS
4
Bard Financial Services
Connecticut
$0
5
Ameriprise
5
Ameriprise
Minnesota
$2.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
101
JPMorgan Chase & Co
New York
$398K +$166K +1,586 +71%
EWM
102
Empirical Wealth Management
Washington
$395K – – –
SWA
103
Stratos Wealth Advisors
Ohio
$390K +$97.8K +936 +33%
NA
104
NewEdge Advisors
Louisiana
$390K – – –
VAFP
105
Vahanian & Associates Financial Planning
New York
$381K -$57.5K -550 -13%
PGAM
106
Princeton Global Asset Management
New Jersey
$376K – – –
BHBT
107
Burke & Herbert Bank & Trust
Virginia
$357K -$9.72K -93 -3%
Renaissance Technologies
108
Renaissance Technologies
New York
$355K +$115K +1,100 +48%
EAM
109
Evanson Asset Management
California
$347K – – –
CWM
110
CCG Wealth Management
California
$346K – – –
CIA
111
Capital Investment Advisors
Georgia
$342K – – –
NA
112
Nottingham Advisors
New York
$339K – – –
EWM
113
Edge Wealth Management
New York
$334K – – –
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$327K -$9.19K -88 -3%
MMHP
115
Murphy Middleton Hinkle & Parker
Georgia
$313K – – –
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$310K – – –
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$308K +$111K +1,060 +56%
FA
118
Fiduciary Alliance
South Carolina
$308K – – –
AFG
119
Arkansas Financial Group
Arkansas
$305K +$305K +2,923 New
SOAG
120
Silver Oak Advisory Group
Oregon
$303K – – –
FPGK
121
Financial Partners Group (Kansas)
Kansas
$300K – – –
Members Trust
122
Members Trust
Florida
$297K – – –
LIM
123
Leavell Investment Management
Alabama
$296K – – –
EL
124
Essex LLC
Illinois
$289K – – –
CWM
125
Campbell Wealth Management
Virginia
$286K +$286K +2,734 New
3 4
5
6 7