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iShares Dow Jones US ETF

211 hedge funds and large institutions have $426M invested in iShares Dow Jones US ETF in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 50 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+25
Holders Change %
+13.44%
% of All Funds
3.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
58
Reduced
50
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LSPW
151
Lake Street Private Wealth
Illinois
$248K -$118 -1 -0%
ULWM
152
Upper Left Wealth Management
Florida
$238K +$238K +2,014 New
JPMorgan Chase & Co
153
JPMorgan Chase & Co
New York
$237K -$223K -1,888 -48%
DWM
154
Destination Wealth Management
California
$233K
BDF
155
Balasa Dinverno & Foltz
$232K
SCA
156
Sandy Cove Advisors
Massachusetts
$227K +$227K +1,923 New
GWM
157
Gray Wealth Management
Maine
$221K
LWANC
158
Laurel Wealth Advisors (North Carolina)
North Carolina
$215K
MFA
159
Mayflower Financial Advisors
Massachusetts
$213K
EH
160
Equitable Holdings
New York
$213K +$213K +1,804 New
SA
161
SRH Advisors
Kansas
$171K
FF
162
FourThought Financial
Florida
$165K -$13.1K -111 -7%
WTC
163
WhitTier Trust Company
Nevada
$143K
CWC
164
Carolinas Wealth Consulting
North Carolina
$142K +$353 +3 +0.2%
PIA
165
Powell Investment Advisors
Florida
$136K
PCG
166
Private Capital Group
Connecticut
$127K
CF
167
Centaurus Financial
California
$115K
GC
168
Garde Capital
Washington
$114K +$114K +970 New
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$101K
IF
170
Integrity Financial
Wyoming
$101K +$101K +854 New
MIM
171
MTM Investment Management
South Carolina
$98K -$23.5K -200 -19%
Qube Research & Technologies (QRT)
172
Qube Research & Technologies (QRT)
United Kingdom
$95K +$86.6K +731 +1,030%
CPA
173
Cardiff Park Advisors
California
$94K +$94K +800 New
SWM
174
Spire Wealth Management
Virginia
$93K -$470 -4 -0.5%
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$85K