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iShares Dow Jones US ETF

186 hedge funds and large institutions have $364M invested in iShares Dow Jones US ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 55 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+4
Holders Change %
+2.2%
% of All Funds
3.27%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
40
Reduced
55
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MIM
151
MTM Investment Management
South Carolina
$112K
CF
152
Centaurus Financial
California
$106K -$43.3K -400 -29%
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$93K -$33.5K -309 -26%
HCP
154
Hexagon Capital Partners
Arkansas
$91K
SWM
155
Spire Wealth Management
Virginia
$86K +$108 +1 +0.1%
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$78K
William Blair & Company
157
William Blair & Company
Illinois
$55K
LWM
158
Liberty Wealth Management
California
$51K
MA
159
Montag & Associates
Georgia
$47K
HI
160
Harbour Investments
Wisconsin
$44K -$10.7K -99 -20%
TAM
161
Townsend Asset Management
North Carolina
$43K
SBL
162
Sargent Bickham Lagudis
Colorado
$40K
EWM
163
EPG Wealth Management
Georgia
$36K +$36K +331 New
GWS
164
Glassman Wealth Services
Virginia
$32K
MFA
165
McClarren Financial Advisors
Pennsylvania
$30K +$107 +1 +0.4%
CTB
166
Country Trust Bank
Illinois
$23K
ME
167
McIlrath & Eck
Washington
$20K
TPCW
168
TD Private Client Wealth
New York
$17.5K -$647 -6 -4%
FHA
169
First Horizon Advisors
Tennessee
$14K
NFG
170
Next Financial Group
Texas
$13K
RFA
171
Reilly Financial Advisors
California
$13K
HWM
172
HighMark Wealth Management
Minnesota
$12K +$108 +1 +0.9%
CFA
173
Carroll Financial Associates
North Carolina
$11K
BAM
174
Baldrige Asset Management
Pennsylvania
$11K
DSC
175
Duncker Streett & Co
Missouri
$11K