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iShares Dow Jones US ETF

197 hedge funds and large institutions have $390M invested in iShares Dow Jones US ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-14
Holders Change %
-6.64%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
39
Reduced
79
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SOAG
126
Silver Oak Advisory Group
Oregon
$323K
FCFC
127
First Citizens Financial Corp
Iowa
$319K -$9.56K -86 -3%
LIM
128
Leavell Investment Management
Alabama
$314K
EL
129
Essex LLC
Illinois
$308K
Franklin Resources
130
Franklin Resources
California
$290K
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$274K -$233K -2,098 -46%
US Bancorp
132
US Bancorp
Minnesota
$274K
AIP
133
Almanack Investment Partners
Pennsylvania
$261K
NFG
134
Nations Financial Group
Iowa
$260K +$445 +4 +0.2%
PWM
135
Penobscot Wealth Management
Maine
$257K
JPMorgan Chase & Co
136
JPMorgan Chase & Co
New York
$251K +$27.3K +245 +12%
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$247K -$54.8K -492 -18%
FAG
138
Fortitude Advisory Group
Washington
$245K
GWM
139
Geneos Wealth Management
Colorado
$244K -$37.8K -340 -13%
BCV
140
Banque Cantonale Vaudoise
Switzerland
$243K
CWA
141
Clarity Wealth Advisors
California
$242K -$1.44K -13 -0.6%
LSPW
142
Lake Street Private Wealth
Illinois
$223K -$11.1K -100 -5%
BP
143
BBR Partners
New York
$222K +$222K +1,990 New
BDF
144
Balasa Dinverno & Foltz
$219K
ULWM
145
Upper Left Wealth Management
Florida
$215K -$10.4K -93 -5%
SCA
146
Sandy Cove Advisors
Massachusetts
$214K
Koshinski Asset Management
147
Koshinski Asset Management
Illinois
$213K -$105K -943 -33%
GWM
148
Gray Wealth Management
Maine
$209K
LWANC
149
Laurel Wealth Advisors (North Carolina)
North Carolina
$204K
Northern Trust
150
Northern Trust
Illinois
$200K -$66.7K -600 -25%