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iShares Dow Jones US ETF
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Overview Fund Activity

182 hedge funds and large institutions have $374M invested in iShares Dow Jones US ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+8
Holders Change %
+4.6%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
52
Reduced
48
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAG
1
Csenge Advisory Group
Florida
$5M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$3.77M
3
MFG
3
Merit Financial Group
Georgia
$3.07M
4
Bank of America
4
Bank of America
North Carolina
$30.5M
5
TRCT
5
Tower Research Capital (TRC)
New York
$2.69M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$10.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$45.6M
4
BA
4
Ballew Advisors
Mississippi
$1.07M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$858K
Name Holding Trade Value Shares
Change 		Shares
Change %
ANB
126
Amarillo National Bank
Texas
$266K – – –
IA
127
IFP Advisors
Florida
$265K +$131K +1,209 +97%
Northern Trust
128
Northern Trust
Illinois
$259K -$15.1K -140 -6%
AIP
129
Almanack Investment Partners
Pennsylvania
$253K – – –
NFG
130
Nations Financial Group
Iowa
$253K +$432 +4 +0.2%
AWM
131
AE Wealth Management
Kansas
$251K +$251K +2,321 New
PWM
132
Penobscot Wealth Management
Maine
$249K +$249K +2,308 New
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$243K +$243K +2,247 New
MFA
134
Mayflower Financial Advisors
Massachusetts
$242K – – –
CWA
135
Clarity Wealth Advisors
California
$239K -$5.06K -47 -2%
BCV
136
Banque Cantonale Vaudoise
Switzerland
$235K – – –
LSPW
137
Lake Street Private Wealth
Illinois
$228K +$1.74K +16 +0.8%
GWM
138
Gray Wealth Management
Maine
$216K – – –
DWM
139
Destination Wealth Management
California
$214K +$214K +1,980 New
BDF
140
Balasa Dinverno & Foltz
$212K +$212K +1,966 New
BIM
141
Baldwin Investment Management
Pennsylvania
$207K -$21.6K -200 -9%
WTC
142
WhitTier Trust Company
Nevada
$190K – – –
FF
143
FourThought Financial
Florida
$189K – – –
SA
144
SRH Advisors
Kansas
$157K – – –
CF
145
Centaurus Financial
California
$149K +$149K +1,380 New
CWC
146
Carolinas Wealth Consulting
North Carolina
$139K -$3.88K -36 -3%
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$126K – – –
PIA
148
Powell Investment Advisors
Florida
$124K – – –
MIM
149
MTM Investment Management
South Carolina
$112K – – –
HCP
150
Hexagon Capital Partners
Arkansas
$91K -$6.92K -64 -7%
4 5
6
7 8