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iShares Dow Jones US ETF

217 hedge funds and large institutions have $452M invested in iShares Dow Jones US ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 10 closing their positions.

Holders
217
Holders Change
+14
Holders Change %
+6.9%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
25
Increased
71
Reduced
50
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HIG
101
Heritage Investment Group
Florida
$477K
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$450K +$117 +1 +0%
Cetera Investment Advisers
103
Cetera Investment Advisers
Illinois
$446K
EWM
104
Empirical Wealth Management
Washington
$440K
NA
105
NewEdge Advisors
Louisiana
$437K +$2.21K +19 +0.5%
PGAM
106
Princeton Global Asset Management
New Jersey
$420K
LFG
107
Larson Financial Group
Missouri
$412K -$86K -738 -17%
BHBT
108
Burke & Herbert Bank & Trust
Virginia
$398K
MSR
109
Main Street Research
Connecticut
$397K +$397K +3,404 New
EAM
110
Evanson Asset Management
California
$391K +$3.15K +27 +0.8%
CWM
111
CCG Wealth Management
California
$386K
CIA
112
Capital Investment Advisors
Georgia
$382K +$583 +5 +0.2%
NA
113
Nottingham Advisors
New York
$377K -$1.05K -9 -0.3%
EWM
114
Edge Wealth Management
New York
$373K
WA
115
Wealthstar Advisors
Texas
$365K +$136K +1,168 +60%
AFG
116
Arkansas Financial Group
Arkansas
$361K +$20.3K +174 +6%
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$359K -$6.41K -55 -2%
AF
118
Apollon Financial
South Carolina
$351K +$351K +3,011 New
MMHP
119
Murphy Middleton Hinkle & Parker
Georgia
$350K
FA
120
Fiduciary Alliance
South Carolina
$346K +$2.8K +24 +0.8%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$346K +$931 +8 +0.3%
SOAG
122
Silver Oak Advisory Group
Oregon
$338K
Members Trust
123
Members Trust
Florida
$332K
FPGK
124
Financial Partners Group (Kansas)
Kansas
$332K
LIM
125
Leavell Investment Management
Alabama
$328K