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iShares Dow Jones US ETF
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Overview Fund Activity

219 hedge funds and large institutions have $447M invested in iShares Dow Jones US ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
-3
Holders Change %
-1.35%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
55
Reduced
63
Closed
14
Calls
$860K
Puts
$40K
Net Calls
+$820K
Net Calls Change
+$820K

Top Buyers

1
KWM
1
Kingsview Wealth Management
Oregon
$3.24M
2
LPL Financial
2
LPL Financial
California
$43.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.48M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$6.42M
5
SWA
5
Stratos Wealth Advisors
Ohio
$2.71M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.92M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$26.3M
3
GM
3
GeoWealth Management
Illinois
$0
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$3.14M
5
TWC
5
TD Waterhouse Canada
Ontario, Canada
$2.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
101
Sunbelt Securities
Texas
$569K -$362K -2,736 -39%
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$554K -$132K -998 -19%
SFG
103
Sovereign Financial Group
Connecticut
$553K – – –
Corient Private Wealth
104
Corient Private Wealth
Florida
$548K +$13.1K +99 +2%
HIG
105
Heritage Investment Group
Florida
$542K – – –
TRCT
106
Tower Research Capital (TRC)
New York
$514K +$513K +3,881 +194,050%
EWM
107
Empirical Wealth Management
Washington
$500K – – –
NA
108
NewEdge Advisors
Louisiana
$498K +$794 +6 +0.2%
PGAM
109
Princeton Global Asset Management
New Jersey
$476K – – –
LFG
110
Larson Financial Group
Missouri
$470K +$926 +7 +0.2%
CIA
111
Concurrent Investment Advisors
Florida
$470K +$76.6K +579 +19%
EAM
112
Evanson Asset Management
California
$446K +$1.06K +8 +0.2%
CWM
113
CCG Wealth Management
California
$437K – – –
CIA
114
Capital Investment Advisors
Georgia
$435K +$265 +2 +0.1%
NCFG
115
New Century Financial Group
New Jersey
$429K +$429K +3,240 New
GLR
116
Great Lakes Retirement
Ohio
$423K +$423K +3,197 New
BHBT
117
Burke & Herbert Bank & Trust
Virginia
$420K – – –
NA
118
Nottingham Advisors
New York
$418K -$10.2K -77 -2%
RWP
119
RWA Wealth Partners
Massachusetts
$413K +$413K +3,120 New
EH
120
Equitable Holdings
New York
$408K +$83.9K +634 +26%
AF
121
Apollon Financial
South Carolina
$400K +$662 +5 +0.2%
FA
122
Fiduciary Alliance
South Carolina
$398K +$933 +7 +0.2%
MMHP
123
Murphy Middleton Hinkle & Parker
Georgia
$397K – – –
GS
124
GTS Securities
New York
$380K +$380K +2,874 New
FPGK
125
Financial Partners Group (Kansas)
Kansas
$377K – – –
3 4
5
6 7