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iShares Dow Jones US ETF

222 hedge funds and large institutions have $446M invested in iShares Dow Jones US ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+5
Holders Change %
+2.3%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
60
Reduced
60
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
101
Raymond James Trust
Florida
$561K
AFG
102
Arkansas Financial Group
Arkansas
$548K +$152K +1,184 +38%
FTUS
103
Flow Traders U.S.
New York
$547K +$547K +4,271 New
SFG
104
Sovereign Financial Group
Connecticut
$536K
HIG
105
Heritage Investment Group
Florida
$524K
Corient Private Wealth
106
Corient Private Wealth
Florida
$518K -$38.3K -299 -7%
GAMC
107
Garner Asset Management Corp
Texas
$515K +$1.15K +9 +0.2%
EWM
108
Empirical Wealth Management
Washington
$484K
NA
109
NewEdge Advisors
Louisiana
$481K +$897 +7 +0.2%
PGAM
110
Princeton Global Asset Management
New Jersey
$461K
LFG
111
Larson Financial Group
Missouri
$454K +$1.03K +8 +0.2%
EAM
112
Evanson Asset Management
California
$430K +$1.15K +9 +0.3%
CWM
113
CCG Wealth Management
California
$423K -$1.54K -12 -0.4%
CIA
114
Capital Investment Advisors
Georgia
$421K +$256 +2 +0.1%
NA
115
Nottingham Advisors
New York
$414K
EWM
116
Edge Wealth Management
New York
$410K
BHBT
117
Burke & Herbert Bank & Trust
Virginia
$407K -$31K -242 -7%
MSR
118
Main Street Research
Connecticut
$387K -$49.2K -384 -11%
AF
119
Apollon Financial
South Carolina
$386K +$640 +5 +0.2%
MMHP
120
Murphy Middleton Hinkle & Parker
Georgia
$384K
CIA
121
Concurrent Investment Advisors
Florida
$381K +$121K +946 +47%
FA
122
Fiduciary Alliance
South Carolina
$380K +$894 +7 +0.2%
FPGK
123
Financial Partners Group (Kansas)
Kansas
$364K
Members Trust
124
Members Trust
Florida
$364K
LIM
125
Leavell Investment Management
Alabama
$361K