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iShares Dow Jones US ETF
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Overview Fund Activity

235 hedge funds and large institutions have $484M invested in iShares Dow Jones US ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 61 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+16
Holders Change %
+7.31%
% of All Funds
3.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
59
Reduced
61
Closed
11
Calls
$921K
Puts
–
Net Calls
+$921K
Net Calls Change
+$101K

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$3.36M
2
GM
2
GeoWealth Management
Illinois
$3.13M
3
ECA
3
Elevation Capital Advisory
Oregon
$3.12M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$2.26M
5
Wells Fargo
5
Wells Fargo
California
$17.4M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$23.4M
2
KWM
2
Kingsview Wealth Management
Oregon
$299K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.14M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
TWC
5
TD Waterhouse Canada
Ontario, Canada
$905K
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
101
United Capital Financial Advisors
Texas
$680K +$2.93K +21 +0.4%
BA
102
Ballew Advisors
Mississippi
$669K -$14K -100 -2%
OAS
103
Optivise Advisory Services
Tennessee
$665K +$279 +2 +0%
SF
104
Synovus Financial
Georgia
$620K -$3.49K -25 -0.6%
KPWS
105
Kestra Private Wealth Services
Texas
$620K -$33.2K -238 -5%
RJT
106
Raymond James Trust
Florida
$611K – – –
ST
107
Smithfield Trust
Pennsylvania
$608K – – –
SS
108
Sunbelt Securities
Texas
$601K +$698 +5 +0.1%
HIG
109
Heritage Investment Group
Florida
$571K – – –
SFG
110
Sovereign Financial Group
Connecticut
$569K -$14.5K -104 -2%
AQR Capital Management
111
AQR Capital Management
Connecticut
$560K +$560K +4,009 New
WCM
112
Washburn Capital Management
Florida
$534K -$188K -1,349 -26%
EWM
113
Empirical Wealth Management
Washington
$528K – – –
NA
114
NewEdge Advisors
Louisiana
$525K -$698 -5 -0.1%
Baird Financial Group
115
Baird Financial Group
Wisconsin
$511K +$511K +3,658 New
PGAM
116
Princeton Global Asset Management
New Jersey
$503K – – –
LFG
117
Larson Financial Group
Missouri
$498K +$1.26K +9 +0.3%
CIA
118
Concurrent Investment Advisors
Florida
$496K +$140 +1 +0%
EAM
119
Evanson Asset Management
California
$472K +$1.4K +10 +0.3%
CWM
120
CCG Wealth Management
California
$461K – – –
CIA
121
Capital Investment Advisors
Georgia
$459K +$279 +2 +0.1%
GLR
122
Great Lakes Retirement
Ohio
$446K – – –
BHBT
123
Burke & Herbert Bank & Trust
Virginia
$443K – – –
NA
124
Nottingham Advisors
New York
$441K – – –
RWP
125
RWA Wealth Partners
Massachusetts
$436K – – –
3 4
5
6 7