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iShares Dow Jones US ETF
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Overview Fund Activity

189 hedge funds and large institutions have $284M invested in iShares Dow Jones US ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
43
Reduced
50
Closed
16
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
-$6K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$6.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.41M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$14.2M
4
OIA
4
OneDigital Investment Advisors
Kansas
$656K
5
Mariner
5
Mariner
Kansas
$528K

Top Sellers

1
SIAP
1
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$0
2
WA
2
Wealthstar Advisors
Texas
$0
3
UBS Group
3
UBS Group
Switzerland
$10.3M
4
CAM
4
Cresset Asset Management
Illinois
$0
5
IWA
5
IBEX Wealth Advisors
New Jersey
$263K
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
151
Cardiff Park Advisors
California
$70K – – –
MIM
152
MTM Investment Management
South Carolina
$61K – – –
OLVIG
153
Oliver Lagore Vanvalin Investment Group
Michigan
$53K -$17.7K -200 -25%
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$47K – – –
William Blair & Company
155
William Blair & Company
Illinois
$45K – – –
CSPAM
156
Cary Street Partners Asset Management
Virginia
$45K +$45K +516 New
CWA
157
Core Wealth Advisors
Florida
$44K +$8.71K +100 +25%
MA
158
Montag & Associates
Georgia
$38K – – –
HCP
159
Hexagon Capital Partners
Arkansas
$38K – – –
TAM
160
Townsend Asset Management
North Carolina
$35K – – –
HNB
161
Huntington National Bank
Ohio
$34K -$39K – –
SBL
162
Sargent Bickham Lagudis
Colorado
$33K – – –
EWM
163
EPG Wealth Management
Georgia
$29K +$29K +332 New
GWS
164
Glassman Wealth Services
Virginia
$26K – – –
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$26K – – –
MFA
166
McClarren Financial Advisors
Pennsylvania
$24K +$24K +284 New
GI
167
Gradient Investments
Minnesota
$21K +$21K +237 New
CTB
168
Country Trust Bank
Illinois
$19K – – –
CWM
169
Castle Wealth Management
Florida
$18K – – –
ME
170
McIlrath & Eck
Washington
$17K – – –
TWA
171
TCI Wealth Advisors
Arizona
$16K – – –
IF
172
Integrity Financial
Wyoming
$16K – – –
FHA
173
First Horizon Advisors
Tennessee
$11K – – –
AIC
174
Archer Investment Corporation
Indiana
$10.4K -$790 -9 -7%
HWM
175
HighMark Wealth Management
Minnesota
$10K – – –
5 6
7
8 9