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iShares Dow Jones US ETF

198 hedge funds and large institutions have $344M invested in iShares Dow Jones US ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+6
Holders Change %
+3.13%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
51
Reduced
54
Closed
12
Calls
$244K
Puts
$22K
Net Calls
+$222K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Shares
Change %
CCWM
126
Cassaday & Co Wealth Management
Virginia
$253K
MWM
127
Melfa Wealth Management
Massachusetts
$251K
CWA
128
Clarity Wealth Advisors
California
$250K -$26.3K -243 -10%
PWM
129
Penobscot Wealth Management
Maine
$250K
Renaissance Technologies
130
Renaissance Technologies
New York
$249K +$249K +2,300 New
AWM
131
Apollon Wealth Management
South Carolina
$246K +$246K +2,274 New
HSWM
132
Hubbell Strickland Wealth Management
Louisiana
$244K +$217 +2 +0.1%
JPMorgan Chase & Co
133
JPMorgan Chase & Co
New York
$241K -$5.85K -54 -2%
PWP
134
Private Wealth Partners
California
$238K
YWM
135
Yoder Wealth Management
California
$237K
BCV
136
Banque Cantonale Vaudoise
Switzerland
$236K
ICG
137
InterOcean Capital Group
Tennessee
$233K
LFGO
138
Legacy Financial Group (Oklahoma)
Oklahoma
$229K
GWM
139
Geneos Wealth Management
Colorado
$228K
PS
140
Planned Solutions
California
$228K
KWM
141
Kingsview Wealth Management
Oregon
$222K -$9.1K -84 -4%
AWM
142
AE Wealth Management
Kansas
$222K -$32.5K -300 -13%
G
143
GenTrust
Florida
$217K
LSPW
144
Lake Street Private Wealth
Illinois
$213K +$213K +1,965 New
IA
145
IFP Advisors
Florida
$210K -$21.5K -198 -9%
SCA
146
Sandy Cove Advisors
Massachusetts
$208K +$208K +1,923 New
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$205K -$35K -322 -15%
GWM
148
Gray Wealth Management
Maine
$202K +$202K +1,866 New
LWANC
149
Laurel Wealth Advisors (North Carolina)
North Carolina
$198K
SA
150
SRH Advisors
Kansas
$145K