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iShares Dow Jones US ETF
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Overview Fund Activity

168 hedge funds and large institutions have $336M invested in iShares Dow Jones US ETF in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 56 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+14
Holders Change %
+9.09%
% of All Funds
2.98%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
24
Increased
35
Reduced
56
Closed
9
Calls
–
Puts
$472K
Net Calls
-$472K
Net Calls Change
-$472K

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$15.8M
2
Citadel Advisors
Citadel Advisors
Florida
$4.15M
3
KAS
Kestra Advisory Services
Texas
$3.25M
4
BFEC
Benjamin F. Edwards & Company
Missouri
$2.19M
5
TF
TIAA FSB
Florida
$1.51M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.58M
2
UBS Group
UBS Group
Switzerland
$13M
3
SIAP
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.08M
4
AAS
Avantax Advisory Services
Texas
$696K
5
Bank of America
Bank of America
North Carolina
$23.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
126
Sowell Financial Services
Arkansas
$207K -$7.54K -80 -4%
BCV
127
Banque Cantonale Vaudoise
Switzerland
$206K – – –
LSPW
128
Lake Street Private Wealth
Illinois
$203K -$32.1K -341 -14%
HNB
129
Huntington National Bank
Ohio
$189K -$167K – –
FF
130
FourThought Financial
Florida
$165K +$165K +1,752 New
CBT
131
Central Bank & Trust
Kentucky
$145K -$205K -2,180 -59%
SA
132
SRH Advisors
Kansas
$137K – – –
CWC
133
Carolinas Wealth Consulting
North Carolina
$125K -$11.7K -124 -9%
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$112K – – –
MIM
135
MTM Investment Management
South Carolina
$98K +$98K +1,034 New
HCP
136
Hexagon Capital Partners
Arkansas
$85K – – –
PIA
137
Powell Investment Advisors
Florida
$80K +$80K +850 New
WT
138
Whittier Trust
California
$72K +$72K +760 New
HFA
139
Hoover Financial Advisors
Pennsylvania
$71K -$6.35K -66 -8%
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$68K – – –
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$62K -$62K -570 -50%
LWM
142
Liberty Wealth Management
California
$44K – – –
MA
143
Montag & Associates
Georgia
$41K +$41K +437 New
TAM
144
Townsend Asset Management
North Carolina
$38K – – –
FWM
145
Filbrandt Wealth Management
Wisconsin
$37K +$37K +390 New
Citigroup
146
Citigroup
New York
$36K -$5.41K -58 -13%
SBL
147
Sargent Bickham Lagudis
Colorado
$35K – – –
GWS
148
Glassman Wealth Services
Virginia
$28K – – –
CTB
149
Country Trust Bank
Illinois
$20K – – –
TPCW
150
TD Private Client Wealth
New York
$19.1K -$566 -6 -3%
4 5
6
7 8