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iShares Dow Jones US ETF
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Overview Fund Activity

259 hedge funds and large institutions have $556M invested in iShares Dow Jones US ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+24
Holders Change %
+10.21%
% of All Funds
3.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
71
Reduced
66
Closed
8
Calls
$801K
Puts
$14K
Net Calls
+$787K
Net Calls Change
-$134K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$21.4M
2
Osaic Holdings
Osaic Holdings
Arizona
$12.9M
3
IWA
IBEX Wealth Advisors
New Jersey
$4.61M
4
EP
Essential Planning
New Hampshire
$3.92M
5
Citadel Advisors
Citadel Advisors
Florida
$2.94M

Top Sellers

1
LPL Financial
LPL Financial
California
$43.2M
2
HighTower Advisors
HighTower Advisors
Illinois
$2.02M
3
FTUS
Flow Traders U.S.
New York
$0
4
HOWA
Heritage Oak Wealth Advisors
Florida
$0
5
SWA
Stratos Wealth Advisors
Ohio
$2.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
101
Northern Trust
Illinois
$779K -$2.29K -16 -0.3%
BPWM
102
Badgley Phelps Wealth Managers
Washington
$778K – – –
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$778K -$394K -2,757 -34%
RWM
104
Riverbend Wealth Management
South Carolina
$773K +$773K +5,400 New
TWC
105
TD Waterhouse Canada
Ontario, Canada
$770K -$166K -1,160 -18%
JWCA
106
J.W. Cole Advisors
Florida
$768K +$14K +98 +2%
NFP
107
Narus Financial Partners
Utah
$741K – – –
GVAG
108
Great Valley Advisor Group
Delaware
$709K -$64.8K -453 -8%
BA
109
Ballew Advisors
Mississippi
$673K -$3.55K -25 -0.5%
UCFA
110
United Capital Financial Advisors
Texas
$665K -$31.8K -222 -5%
OAS
111
Optivise Advisory Services
Tennessee
$659K -$22.2K -155 -3%
SF
112
Synovus Financial
Georgia
$637K +$1K +7 +0.2%
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$624K +$624K +4,359 New
ST
114
Smithfield Trust
Pennsylvania
$623K – – –
KPWS
115
Kestra Private Wealth Services
Texas
$615K -$20.6K -144 -3%
Corient Private Wealth
116
Corient Private Wealth
Florida
$593K -$110K -770 -16%
HIG
117
Heritage Investment Group
Florida
$586K – – –
NA
118
NewEdge Advisors
Louisiana
$580K +$41.9K +293 +8%
AQR Capital Management
119
AQR Capital Management
Connecticut
$575K +$1.72K +12 +0.3%
SFG
120
Sovereign Financial Group
Connecticut
$569K -$14.9K -104 -3%
SS
121
Sunbelt Securities
Texas
$548K -$69.7K -485 -11%
WCM
122
Washburn Capital Management
Florida
$547K -$715 -5 -0.1%
EWM
123
Empirical Wealth Management
Washington
$541K – – –
Baird Financial Group
124
Baird Financial Group
Wisconsin
$523K – – –
PGAM
125
Princeton Global Asset Management
New Jersey
$515K – – –
3 4
5
6 7