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iShares Dow Jones US ETF

186 hedge funds and large institutions have $364M invested in iShares Dow Jones US ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 55 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+4
Holders Change %
+2.2%
% of All Funds
3.27%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
40
Reduced
55
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
126
IFP Advisors
Florida
$266K +$325 +3 +0.1%
US Bancorp
127
US Bancorp
Minnesota
$265K
ANB
128
Amarillo National Bank
Texas
$263K -$2.59K -24 -1%
Northern Trust
129
Northern Trust
Illinois
$259K
AIP
130
Almanack Investment Partners
Pennsylvania
$253K
NFG
131
Nations Financial Group
Iowa
$253K +$431 +4 +0.2%
AF
132
Advisornet Financial
Minnesota
$253K +$253K +2,345 New
PWM
133
Penobscot Wealth Management
Maine
$249K
CWA
134
Clarity Wealth Advisors
California
$239K
BCV
135
Banque Cantonale Vaudoise
Switzerland
$235K
ASN
136
Advisory Services Network
Georgia
$232K +$232K +2,150 New
LSPW
137
Lake Street Private Wealth
Illinois
$227K
AWM
138
AE Wealth Management
Kansas
$224K -$26.7K -247 -11%
DWM
139
Destination Wealth Management
California
$214K
BDF
140
Balasa Dinverno & Foltz
$212K
BIM
141
Baldwin Investment Management
Pennsylvania
$207K
MFA
142
Mayflower Financial Advisors
Massachusetts
$205K -$48.7K -430 -19%
GWM
143
Gray Wealth Management
Maine
$202K -$13.5K -125 -6%
LWANC
144
Laurel Wealth Advisors (North Carolina)
North Carolina
$197K -$75.4K -700 -28%
FF
145
FourThought Financial
Florida
$163K -$25.6K -238 -14%
SA
146
SRH Advisors
Kansas
$156K
WTC
147
WhitTier Trust Company
Nevada
$131K -$59.5K -550 -31%
CWC
148
Carolinas Wealth Consulting
North Carolina
$130K -$9.17K -85 -7%
PIA
149
Powell Investment Advisors
Florida
$124K
PCG
150
Private Capital Group
Connecticut
$116K +$116K +1,076 New