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iShares Dow Jones US ETF
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Overview Fund Activity

203 hedge funds and large institutions have $338M invested in iShares Dow Jones US ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+5
Holders Change %
+2.53%
% of All Funds
3.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
43
Reduced
52
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$3.7M
2
Comerica Bank
2
Comerica Bank
Texas
$3.52M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$3.44M
4
Goldman Sachs
4
Goldman Sachs
New York
$7.92M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.95M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$3.18M
2
EWA
2
EP Wealth Advisors
California
$1.78M
3
GVAG
3
Great Valley Advisor Group
Delaware
$1.45M
4
BFS
4
Bard Financial Services
Connecticut
$0
5
Ameriprise
5
Ameriprise
Minnesota
$2.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
126
Cooper/Haims Advisors
New York
$274K -$9.19K -88 -3%
CIBC World Market
127
CIBC World Market
Ontario, Canada
$272K -$157K -1,500 -37%
WAP
128
Wealthcare Advisory Partners
Pennsylvania
$268K – – –
CF
129
Centaurus Financial
California
$247K -$131K -1,253 -35%
NFG
130
Nations Financial Group
Iowa
$244K – – –
CCWM
131
Cassaday & Co Wealth Management
Virginia
$244K – – –
MWM
132
Melfa Wealth Management
Massachusetts
$242K – – –
ICG
133
InterOcean Capital Group
Tennessee
$242K +$17.6K +168 +8%
CWA
134
Clarity Wealth Advisors
California
$241K – – –
PWM
135
Penobscot Wealth Management
Maine
$241K – – –
EH
136
Equitable Holdings
New York
$237K +$237K +2,268 New
HSWM
137
Hubbell Strickland Wealth Management
Louisiana
$235K – – –
MGIA
138
Moneta Group Investment Advisors
Missouri
$232K +$232K +2,220 New
PWP
139
Private Wealth Partners
California
$230K – – –
WIM
140
Westside Investment Management
California
$229K +$137K +1,310 +148%
YWM
141
Yoder Wealth Management
California
$229K – – –
LFGO
142
Legacy Financial Group (Oklahoma)
Oklahoma
$221K – – –
GWM
143
Geneos Wealth Management
Colorado
$220K – – –
PS
144
Planned Solutions
California
$220K – – –
GIA
145
Gladstone Institutional Advisory
Florida
$216K +$216K +2,070 New
KWM
146
Kingsview Wealth Management
Oregon
$213K -$1.25K -12 -0.6%
G
147
GenTrust
Florida
$210K – – –
WA
148
Wealthstar Advisors
Texas
$205K +$205K +1,961 New
LSPW
149
Lake Street Private Wealth
Illinois
$203K -$2.83K -27 -1%
SCA
150
Sandy Cove Advisors
Massachusetts
$201K – – –
4 5
6
7 8