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iShares Dow Jones US ETF

217 hedge funds and large institutions have $452M invested in iShares Dow Jones US ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+14
Holders Change %
+6.9%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
25
Increased
71
Reduced
50
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EL
126
Essex LLC
Illinois
$323K
CWM
127
Campbell Wealth Management
Virginia
$320K +$1.28K +11 +0.4%
CHA
128
Cooper/Haims Advisors
New York
$306K +$233 +2 +0.1%
CIBC World Market
129
CIBC World Market
Ontario, Canada
$303K
VAFP
130
Vahanian & Associates Financial Planning
New York
$302K -$122K -1,050 -29%
GIA
131
Gladstone Institutional Advisory
Florida
$299K +$57.8K +496 +24%
Janney Montgomery Scott
132
Janney Montgomery Scott
Pennsylvania
$279K -$64.9K -556 -19%
CCWM
133
Cassaday & Co Wealth Management
Virginia
$276K +$4.66K +40 +2%
EH
134
Equitable Holdings
New York
$273K +$8.86K +76 +3%
AP
135
Aspect Partners
Virginia
$273K +$273K +2,342 New
NFG
136
Nations Financial Group
Iowa
$272K +$233 +2 +0.1%
MWM
137
Melfa Wealth Management
Massachusetts
$270K
CWA
138
Clarity Wealth Advisors
California
$269K
PWM
139
Penobscot Wealth Management
Maine
$269K
Renaissance Technologies
140
Renaissance Technologies
New York
$268K -$128K -1,100 -32%
HSWM
141
Hubbell Strickland Wealth Management
Louisiana
$263K +$699 +6 +0.3%
KWM
142
Kingsview Wealth Management
Oregon
$263K +$25.6K +220 +11%
MGIA
143
Moneta Group Investment Advisors
Missouri
$259K
PWP
144
Private Wealth Partners
California
$256K
WIM
145
Westside Investment Management
California
$256K
YWM
146
Yoder Wealth Management
California
$255K
CF
147
Centaurus Financial
California
$253K -$22.8K -195 -8%
ICG
148
InterOcean Capital Group
Tennessee
$251K -$19.6K -168 -7%
Jane Street
149
Jane Street
New York
$246K +$246K +2,114 New
LFGO
150
Legacy Financial Group (Oklahoma)
Oklahoma
$246K