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iShares Dow Jones US ETF
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Overview Fund Activity

147 hedge funds and large institutions have $234M invested in iShares Dow Jones US ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 50 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
-13
Holders Change %
-8.13%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
33
Reduced
50
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$25.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$28.6M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$3.31M
4
BWA
4
Beam Wealth Advisors
Louisiana
$1.11M
5
CA
5
Cetera Advisors
Colorado
$3.57M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.57M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$395K
4
Bank of America
4
Bank of America
North Carolina
$17.4M
5
Wells Fargo
5
Wells Fargo
California
$5.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
151
Hobart Private Capital
North Carolina
– -$481K -6,024 Closed
DC
152
Davenport & Co
Virginia
– -$367K -4,600 Closed
SWP
153
Stratos Wealth Partners
Ohio
– -$260K -3,262 Closed
IFG
154
Investors Financial Group
Minnesota
– -$243K -3,042 Closed
BIM
155
Baldwin Investment Management
Pennsylvania
– -$241K -3,020 Closed
FWM
156
Foresight Wealth Management
Utah
– -$228K -2,856 Closed
LIM
157
Leavell Investment Management
Alabama
– -$225K -2,818 Closed
CWA
158
Clarity Wealth Advisors
California
– -$224K -2,812 Closed
BHWM
159
Bar Harbor Wealth Management
New Hampshire
– -$215K -2,696 Closed
Northern Trust
160
Northern Trust
Illinois
– -$203K -2,540 Closed
CAAS
161
Capital Asset Advisory Services
Michigan
– -$147K -1,772 Closed
IFWM
162
Institute for Wealth Management
Colorado
– -$125K -1,568 Closed
CF
163
Centaurus Financial
California
– -$121K -1,520 Closed
IF
164
Ironwood Financial
Arizona
– -$101K -1,270 Closed
AWM
165
AllSquare Wealth Management
New York
– -$90K -1,130 Closed
ACA
166
Aptus Capital Advisors
Alabama
– -$64K -810 Closed
EK
167
Evensky & Katz
Florida
– -$30K -568 Closed
SIC
168
Samalin Investment Counsel
New York
– -$44K -560 Closed
SSB
169
Sandy Spring Bank
Maryland
– -$30K -372 Closed
FWP
170
FAS Wealth Partners
Kansas
– -$22K -278 Closed
RMAM
171
Raab & Moskowitz Asset Management
New Jersey
– -$10K -130 Closed
MCWS
172
McKinley Carter Wealth Services
West Virginia
– -$7K -90 Closed
PWMG
173
Prestige Wealth Management Group
New Jersey
– -$2K -24 Closed
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