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iShares Dow Jones US ETF

160 hedge funds and large institutions have $324M invested in iShares Dow Jones US ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+14
Holders Change %
+9.59%
% of All Funds
3.16%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
37
Reduced
46
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
126
AllSquare Wealth Management
New York
$90K
IA
127
IFP Advisors
Florida
$84K -$90.4K -1,126 -52%
ACA
128
Aptus Capital Advisors
Alabama
$64K
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$62K
SIC
130
Samalin Investment Counsel
New York
$44K +$44K +560 New
LWM
131
Liberty Wealth Management
California
$38K
NFG
132
Next Financial Group
Texas
$37K -$5.31K -66 -13%
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$34K
TAM
134
Townsend Asset Management
North Carolina
$32K +$32K +400 New
SSB
135
Sandy Spring Bank
Maryland
$30K
SBL
136
Sargent Bickham Lagudis
Colorado
$30K
EK
137
Evensky & Katz
Florida
$30K +$11.6K +220 +63%
Citigroup
138
Citigroup
New York
$25K
AF
139
Advisornet Financial
Minnesota
$22K -$15.9K -200 -42%
FWP
140
FAS Wealth Partners
Kansas
$22K +$22K +278 New
BlackRock
141
BlackRock
New York
$19K -$1.26K -16 -6%
GWS
142
Glassman Wealth Services
Virginia
$16K
ME
143
McIlrath & Eck
Washington
$15K
VFA
144
Valeo Financial Advisors
Indiana
$14K
WCG
145
Weaver Consulting Group
California
$14K
RFA
146
Reilly Financial Advisors
California
$10K
RMAM
147
Raab & Moskowitz Asset Management
New Jersey
$10K +$10K +130 New
FANJ
148
Financial Architects (New Jersey)
New Jersey
$9K
CFA
149
Carroll Financial Associates
North Carolina
$8K
DSC
150
Duncker Streett & Co
Missouri
$8K +$8K +100 New