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iShares Dow Jones US ETF

192 hedge funds and large institutions have $301M invested in iShares Dow Jones US ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
3.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
38
Reduced
60
Closed
13
Calls
$293K
Puts
$66K
Net Calls
+$227K
Net Calls Change
+$226K
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
126
JPMorgan Chase & Co
New York
$228K +$59K +588 +35%
HSWM
127
Hubbell Strickland Wealth Management
Louisiana
$225K +$1.3K +13 +0.6%
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$221K +$300 +3 +0.1%
FAG
129
Fortitude Advisory Group
Washington
$220K
PWP
130
Private Wealth Partners
California
$220K +$220K +2,200 New
YWM
131
Yoder Wealth Management
California
$219K +$219K +2,190 New
BCV
132
Banque Cantonale Vaudoise
Switzerland
$218K
ICG
133
InterOcean Capital Group
Tennessee
$215K +$215K +2,150 New
KWM
134
Kingsview Wealth Management
Oregon
$213K +$213K +2,131 New
LFGO
135
Legacy Financial Group (Oklahoma)
Oklahoma
$211K +$211K +2,112 New
WPC
136
Wedmont Private Capital
Pennsylvania
$211K +$211K +2,115 New
GWM
137
Geneos Wealth Management
Colorado
$211K
PS
138
Planned Solutions
California
$211K +$211K +2,106 New
IA
139
IFP Advisors
Florida
$204K -$212K -2,218 -51%
LWA
140
Lineweaver Wealth Advisors
Ohio
$204K -$65.5K -654 -24%
G
141
GenTrust
Florida
$200K +$200K +2,000 New
LWANC
142
Laurel Wealth Advisors (North Carolina)
North Carolina
$183K
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$178K +$80.3K +800 +82%
SA
144
SRH Advisors
Kansas
$145K
US Bancorp
145
US Bancorp
Minnesota
$145K
FPFS
146
First Personal Financial Services
North Carolina
$118K
CWC
147
Carolinas Wealth Consulting
North Carolina
$115K -$7.71K -77 -6%
WTC
148
WhitTier Trust Company
Nevada
$112K
OSAM
149
O'Shaughnessy Asset Management
Connecticut
$111K -$1.3K -13 -1%
GRP
150
Global Retirement Partners
California
$110K +$397 +4 +0.4%