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iShares Dow Jones US ETF
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Overview Fund Activity

235 hedge funds and large institutions have $484M invested in iShares Dow Jones US ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 61 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+16
Holders Change %
+7.31%
% of All Funds
3.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
59
Reduced
61
Closed
11
Calls
$921K
Puts
–
Net Calls
+$921K
Net Calls Change
+$101K

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$3.36M
2
GM
2
GeoWealth Management
Illinois
$3.13M
3
ECA
3
Elevation Capital Advisory
Oregon
$3.12M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$2.26M
5
Wells Fargo
5
Wells Fargo
California
$17.4M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$23.4M
2
KWM
2
Kingsview Wealth Management
Oregon
$299K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.14M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
TWC
5
TD Waterhouse Canada
Ontario, Canada
$905K
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
126
Equitable Holdings
New York
$432K +$1.68K +12 +0.4%
LWP
127
Laurel Wealth Planning
Minnesota
$428K +$428K +3,065 New
AF
128
Apollon Financial
South Carolina
$423K +$977 +7 +0.2%
MMHP
129
Murphy Middleton Hinkle & Parker
Georgia
$419K – – –
FA
130
Fiduciary Alliance
South Carolina
$418K +$1.4K +10 +0.3%
WGC
131
Watts Gwilliam & Co
Arizona
$417K +$417K +2,995 New
SA
132
Sanctuary Advisors
Indiana
$408K +$408K +2,795 New
CAM
133
Cresset Asset Management
Illinois
$406K +$406K +2,912 New
FPGK
134
Financial Partners Group (Kansas)
Kansas
$397K – – –
Members Trust
135
Members Trust
Florida
$396K – – –
PWP
136
Private Wealth Partners
California
$394K -$2.23K -16 -0.6%
LIM
137
Leavell Investment Management
Alabama
$393K – – –
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$388K – – –
QCM
139
Quantinno Capital Management
New York
$386K +$386K +2,762 New
SOAG
140
Silver Oak Advisory Group
Oregon
$384K +$10.9K +78 +3%
FDCDDQ
141
Federation des caisses Desjardins du Quebec
Quebec, Canada
$377K -$279 -2 -0.1%
EWM
142
Edge Wealth Management
New York
$370K – – –
US Bancorp
143
US Bancorp
Minnesota
$334K -$2.23K -16 -0.7%
WIM
144
Westside Investment Management
California
$327K – – –
AP
145
Aspect Partners
Virginia
$327K – – –
CCWM
146
Cassaday & Co Wealth Management
Virginia
$325K – – –
CWA
147
Clarity Wealth Advisors
California
$322K – – –
PWM
148
Penobscot Wealth Management
Maine
$322K – – –
ASN
149
Advisory Services Network
Georgia
$320K – – –
MWM
150
Melfa Wealth Management
Massachusetts
$317K – – –
4 5
6
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