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iShares Dow Jones US ETF
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Overview Fund Activity

182 hedge funds and large institutions have $374M invested in iShares Dow Jones US ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+8
Holders Change %
+4.6%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
52
Reduced
48
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAG
1
Csenge Advisory Group
Florida
$5M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$3.77M
3
MFG
3
Merit Financial Group
Georgia
$3.07M
4
Bank of America
4
Bank of America
North Carolina
$30.5M
5
TRCT
5
Tower Research Capital (TRC)
New York
$2.69M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$10.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$45.6M
4
BA
4
Ballew Advisors
Mississippi
$1.07M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$858K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
151
Spire Wealth Management
Virginia
$86K -$16.8K -155 -16%
HFA
152
Hoover Financial Advisors
Pennsylvania
$80K – – –
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$78K – – –
HPC
154
HM Payson & Co
Maine
$63K +$63K +588 New
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$62K – – –
William Blair & Company
156
William Blair & Company
Illinois
$55K -$16.2K -150 -23%
HI
157
Harbour Investments
Wisconsin
$55K -$3.16K -29 -5%
LWM
158
Liberty Wealth Management
California
$51K – – –
MA
159
Montag & Associates
Georgia
$47K – – –
TAM
160
Townsend Asset Management
North Carolina
$43K – – –
SBL
161
Sargent Bickham Lagudis
Colorado
$40K – – –
Citigroup
162
Citigroup
New York
$40K – – –
GWS
163
Glassman Wealth Services
Virginia
$32K – – –
PWS
164
Paragon Wealth Strategies
Florida
$32K +$32K +295 New
MFA
165
McClarren Financial Advisors
Pennsylvania
$30K – – –
CTB
166
Country Trust Bank
Illinois
$23K -$20.2K -190 -47%
ME
167
McIlrath & Eck
Washington
$21K – – –
TPCW
168
TD Private Client Wealth
New York
$18.1K -$1.19K -11 -6%
FHA
169
First Horizon Advisors
Tennessee
$14K +$14K +136 New
NFG
170
Next Financial Group
Texas
$13K – – –
RFA
171
Reilly Financial Advisors
California
$13K – – –
HWM
172
HighMark Wealth Management
Minnesota
$12K – – –
CFA
173
Carroll Financial Associates
North Carolina
$11K – – –
DSC
174
Duncker Streett & Co
Missouri
$11K – – –
BAM
175
Baldrige Asset Management
Pennsylvania
$11K +$11K +100 New
4 5 6
7
8