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iShares Dow Jones US ETF
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Overview Fund Activity

146 hedge funds and large institutions have $265M invested in iShares Dow Jones US ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
19
Increased
38
Reduced
49
Closed
20
Calls
–
Puts
$44K
Net Calls
-$44K
Net Calls Change
-$44K

Top Buyers

1
TA
Townsend & Associates
Colorado
$14.2M
2
IWA
IBEX Wealth Advisors
New Jersey
$2.45M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.63M
4
Citadel Advisors
Citadel Advisors
Florida
$1.97M
5
TRCT
Tower Research Capital (TRC)
New York
$1.68M

Top Sellers

1
CS
Credit Suisse
Switzerland
$0
2
Morgan Stanley
Morgan Stanley
New York
$32.4M
3
Osaic Holdings
Osaic Holdings
Arizona
$5.32M
4
UBS Group
UBS Group
Switzerland
$12.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$934K
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
126
Liberty Wealth Management
California
$36K – – –
Citigroup
127
Citigroup
New York
$34K +$153 +2 +0.5%
TAM
128
Townsend Asset Management
North Carolina
$31K – – –
SBL
129
Sargent Bickham Lagudis
Colorado
$29K – – –
GWS
130
Glassman Wealth Services
Virginia
$23K – – –
WCG
131
Weaver Consulting Group
California
$23K +$8.55K +110 +59%
ME
132
McIlrath & Eck
Washington
$15K – – –
VFA
133
Valeo Financial Advisors
Indiana
$14K – – –
RFA
134
Reilly Financial Advisors
California
$9K – – –
HWM
135
HighMark Wealth Management
Minnesota
$8K – – –
DSC
136
Duncker Streett & Co
Missouri
$8K – – –
FANJ
137
Financial Architects (New Jersey)
New Jersey
$8K – – –
CFA
138
Carroll Financial Associates
North Carolina
$8K – – –
BFC
139
Bedel Financial Consulting
Indiana
$6K – – –
BlackRock
140
BlackRock
New York
$4K -$12.1K -164 -75%
PAIM
141
Punch & Associates Investment Management
Minnesota
$4K – – –
GFPC
142
Global Financial Private Client
Florida
$2.31K – – –
KTC
143
Kistler-Tiffany Companies
Pennsylvania
$2K – – –
LWANC
144
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K – – –
TFA
145
Transamerica Financial Advisors
Florida
$1K +$500 +4 +100%
HS
146
Horan Securities
United States
$1K +$1K +14 New
NA
147
Nottingham Advisors
New York
$273 +$20 +260 +8%
CS
148
Credit Suisse
Switzerland
– -$25.2M -400,000 Closed
Jane Street
149
Jane Street
New York
– -$1.38M -21,936 Closed
BWA
150
Beam Wealth Advisors
Louisiana
– -$1.11M -17,642 Closed
3 4 5
6
7