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iShares Dow Jones US ETF

174 hedge funds and large institutions have $340M invested in iShares Dow Jones US ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 61 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+6
Holders Change %
+3.57%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
36
Reduced
61
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LSPW
126
Lake Street Private Wealth
Illinois
$208K -$6.98K -70 -3%
HNB
127
Huntington National Bank
Ohio
$200K -$189K
GWM
128
Gray Wealth Management
Maine
$200K +$200K +2,001 New
WTC
129
WhitTier Trust Company
Nevada
$176K -$44.7K -447 -20%
FF
130
FourThought Financial
Florida
$174K
SFS
131
Sowell Financial Services
Arkansas
$157K -$73.6K -701 -32%
SA
132
SRH Advisors
Kansas
$145K
CWC
133
Carolinas Wealth Consulting
North Carolina
$132K +$398 +4 +0.3%
IA
134
IFP Advisors
Florida
$124K -$105K -1,051 -46%
BL
135
Balentine LLC
Georgia
$120K +$120K +1,200 New
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$117K -$2K -20 -2%
PIA
137
Powell Investment Advisors
Florida
$115K +$30K +300 +35%
MIM
138
MTM Investment Management
South Carolina
$103K
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$98K -$365K -3,527 -79%
SWM
140
Spire Wealth Management
Virginia
$95K +$95K +950 New
HCP
141
Hexagon Capital Partners
Arkansas
$90K
HFA
142
Hoover Financial Advisors
Pennsylvania
$77K
WT
143
Whittier Trust
California
$76K
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$72K
William Blair & Company
145
William Blair & Company
Illinois
$66K -$203K -2,030 -75%
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$62K
AssetMark Inc
147
AssetMark Inc
California
$58K +$58K +582 New
TRCT
148
Tower Research Capital (TRC)
New York
$54K +$35.3K +354 +189%
HI
149
Harbour Investments
Wisconsin
$53K +$53K +534 New
LWM
150
Liberty Wealth Management
California
$44K