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iShares Dow Jones US ETF

259 hedge funds and large institutions have $556M invested in iShares Dow Jones US ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+24
Holders Change %
+10.21%
% of All Funds
3.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
71
Reduced
66
Closed
8
Calls
$801K
Puts
$14K
Net Calls
+$787K
Net Calls Change
-$134K
Name Holding Trade Value Shares
Change
Shares
Change %
LFG
126
Larson Financial Group
Missouri
$511K +$1.43K +10 +0.3%
CIA
127
Concurrent Investment Advisors
Florida
$504K -$4.72K -33 -0.9%
FPW
128
Fairvoy Private Wealth
Alabama
$486K +$486K +3,397 New
EAM
129
Evanson Asset Management
California
$485K +$1.43K +10 +0.3%
CWM
130
CCG Wealth Management
California
$472K
CIA
131
Capital Investment Advisors
Georgia
$471K +$286 +2 +0.1%
WGC
132
Watts Gwilliam & Co
Arizona
$460K +$29.5K +205 +7%
BHBT
133
Burke & Herbert Bank & Trust
Virginia
$453K -$1K -7 -0.2%
EH
134
Equitable Holdings
New York
$452K +$9.16K +64 +2%
RWP
135
RWA Wealth Partners
Massachusetts
$446K
AF
136
Apollon Financial
South Carolina
$434K +$859 +6 +0.2%
FA
137
Fiduciary Alliance
South Carolina
$430K +$1.29K +9 +0.3%
MMHP
138
Murphy Middleton Hinkle & Parker
Georgia
$429K
SA
139
Sanctuary Advisors
Indiana
$427K +$13.3K +90 +3%
FCH
140
Freestone Capital Holdings
Washington
$424K +$424K +2,960 New
SAW
141
Signal Advisors Wealth
Michigan
$421K +$421K +2,945 New
LWP
142
Laurel Wealth Planning
Minnesota
$408K -$30.2K -211 -7%
FPGK
143
Financial Partners Group (Kansas)
Kansas
$407K
Members Trust
144
Members Trust
Florida
$406K
PWP
145
Private Wealth Partners
California
$404K -$143 -1 -0%
LIM
146
Leavell Investment Management
Alabama
$403K
WIM
147
Westside Investment Management
California
$400K +$64.4K +450 +19%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$398K
QCM
149
Quantinno Capital Management
New York
$395K
SOAG
150
Silver Oak Advisory Group
Oregon
$393K