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iShares Dow Jones US ETF

222 hedge funds and large institutions have $446M invested in iShares Dow Jones US ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+5
Holders Change %
+2.3%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
60
Reduced
60
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$356K -$24.3K -190 -6%
FDCDDQ
127
Federation des caisses Desjardins du Quebec
Quebec, Canada
$354K -$40.6K -317 -10%
SOAG
128
Silver Oak Advisory Group
Oregon
$343K -$29.1K -227 -8%
MYIA
129
Mount Yale Investment Advisors
Colorado
$326K +$326K +2,544 New
EH
130
Equitable Holdings
New York
$314K +$13.4K +105 +4%
US Bancorp
131
US Bancorp
Minnesota
$309K +$152K +1,183 +96%
WIM
132
Westside Investment Management
California
$300K +$19.2K +150 +7%
AP
133
Aspect Partners
Virginia
$300K
CCWM
134
Cassaday & Co Wealth Management
Virginia
$299K -$5.12K -40 -2%
PWM
135
Penobscot Wealth Management
Maine
$296K
CWA
136
Clarity Wealth Advisors
California
$296K
CHA
137
Cooper/Haims Advisors
New York
$294K -$42K -328 -12%
MWM
138
Melfa Wealth Management
Massachusetts
$291K -$6.41K -50 -2%
HSWM
139
Hubbell Strickland Wealth Management
Louisiana
$289K +$384 +3 +0.1%
KWM
140
Kingsview Wealth Management
Oregon
$289K
NFG
141
Nations Financial Group
Iowa
$288K -$11K -86 -4%
MGIA
142
Moneta Group Investment Advisors
Missouri
$282K -$2.56K -20 -0.9%
PWP
143
Private Wealth Partners
California
$282K
YWM
144
Yoder Wealth Management
California
$281K
EL
145
Essex LLC
Illinois
$278K -$76.9K -600 -22%
GIA
146
Gladstone Institutional Advisory
Florida
$278K -$50.7K -396 -15%
ICG
147
InterOcean Capital Group
Tennessee
$275K
PS
148
Principal Securities
Iowa
$272K +$55.5K +433 +26%
LFGO
149
Legacy Financial Group (Oklahoma)
Oklahoma
$271K
GWM
150
Geneos Wealth Management
Colorado
$270K