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iShares Dow Jones US ETF
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Overview Fund Activity

219 hedge funds and large institutions have $447M invested in iShares Dow Jones US ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
-3
Holders Change %
-1.35%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
55
Reduced
63
Closed
14
Calls
$860K
Puts
$40K
Net Calls
+$820K
Net Calls Change
+$820K

Top Buyers

1
KWM
1
Kingsview Wealth Management
Oregon
$3.24M
2
LPL Financial
2
LPL Financial
California
$43.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.48M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$6.42M
5
SWA
5
Stratos Wealth Advisors
Ohio
$2.71M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.92M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$26.3M
3
GM
3
GeoWealth Management
Illinois
$0
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$3.14M
5
TWC
5
TD Waterhouse Canada
Ontario, Canada
$2.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
Members Trust
126
Members Trust
Florida
$376K – – –
PWP
127
Private Wealth Partners
California
$375K +$84.3K +637 +29%
LIM
128
Leavell Investment Management
Alabama
$373K – – –
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$368K – – –
FDCDDQ
130
Federation des caisses Desjardins du Quebec
Quebec, Canada
$358K -$7.81K -59 -2%
SOAG
131
Silver Oak Advisory Group
Oregon
$353K – – –
EWM
132
Edge Wealth Management
New York
$351K -$72.5K -548 -17%
MYIA
133
Mount Yale Investment Advisors
Colorado
$337K +$794 +6 +0.2%
ASN
134
Advisory Services Network
Georgia
$320K +$111K +841 +53%
US Bancorp
135
US Bancorp
Minnesota
$319K -$397 -3 -0.1%
PWM
136
Penobscot Wealth Management
Maine
$311K – – –
WIM
137
Westside Investment Management
California
$310K – – –
AP
138
Aspect Partners
Virginia
$310K – – –
CCWM
139
Cassaday & Co Wealth Management
Virginia
$308K – – –
CWA
140
Clarity Wealth Advisors
California
$306K – – –
MWM
141
Melfa Wealth Management
Massachusetts
$301K – – –
HSWM
142
Hubbell Strickland Wealth Management
Louisiana
$299K +$265 +2 +0.1%
CHA
143
Cooper/Haims Advisors
New York
$295K -$9K -68 -3%
SAM
144
SP Asset Management
California
$293K +$293K +2,216 New
MGIA
145
Moneta Group Investment Advisors
Missouri
$291K – – –
C
146
Certuity
Florida
$291K +$291K +2,197 New
YWM
147
Yoder Wealth Management
California
$290K – – –
EL
148
Essex LLC
Illinois
$287K – – –
PS
149
Principal Securities
Iowa
$285K +$3.31K +25 +1%
LFGO
150
Legacy Financial Group (Oklahoma)
Oklahoma
$279K – – –
4 5
6
7 8