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iShares Dow Jones US ETF
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Overview Fund Activity

191 hedge funds and large institutions have $331M invested in iShares Dow Jones US ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.08%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
54
Reduced
44
Closed
15
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$7K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$20.1M
2
GVAG
2
Great Valley Advisor Group
Delaware
$5.48M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$11.5M
5
FC
5
Financial Consulate
Maryland
$4.07M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.18M
2
TA
2
Townsend & Associates
Colorado
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CA
4
Cetera Advisors
Colorado
$3.05M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
126
Prosperity Capital Advisors
Ohio
$230K +$230K +2,458 New
NFG
127
Nations Financial Group
Iowa
$219K +$93 +1 +0%
MWM
128
Melfa Wealth Management
Massachusetts
$217K +$217K +2,321 New
PWM
129
Penobscot Wealth Management
Maine
$216K – – –
HSWM
130
Hubbell Strickland Wealth Management
Louisiana
$209K -$45.2K -484 -18%
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$206K -$9.99K -107 -5%
FAG
132
Fortitude Advisory Group
Washington
$206K +$206K +2,202 New
BCV
133
Banque Cantonale Vaudoise
Switzerland
$204K – – –
CWA
134
Clarity Wealth Advisors
California
$204K +$204K +2,179 New
GWM
135
Geneos Wealth Management
Colorado
$197K – – –
LWANC
136
Laurel Wealth Advisors (North Carolina)
North Carolina
$171K – – –
CDIA
137
Capital Directions Investment Advisors
Georgia
$164K +$164K +1,756 New
JPMorgan Chase & Co
138
JPMorgan Chase & Co
New York
$158K -$18.7K -200 -11%
Franklin Resources
139
Franklin Resources
California
$137K – – –
SA
140
SRH Advisors
Kansas
$136K – – –
US Bancorp
141
US Bancorp
Minnesota
$135K -$841 -9 -0.6%
GEA
142
Glen Eagle Advisors
New Jersey
$117K +$467 +5 +0.4%
CWC
143
Carolinas Wealth Consulting
North Carolina
$115K +$561 +6 +0.5%
FPFS
144
First Personal Financial Services
North Carolina
$110K +$110K +1,180 New
WTC
145
WhitTier Trust Company
Nevada
$105K – – –
OSAM
146
O'Shaughnessy Asset Management
Connecticut
$105K +$105K +1,121 New
GRP
147
Global Retirement Partners
California
$103K +$467 +5 +0.5%
OFG
148
Oxford Financial Group
Indiana
$97.4K +$374 +4 +0.4%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$91K -$12.1K -130 -12%
AWM
150
Avondale Wealth Management
Texas
$83.5K -$31.8K -340 -28%
4 5
6
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