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iShares Dow Jones US ETF
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Overview Fund Activity

198 hedge funds and large institutions have $344M invested in iShares Dow Jones US ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+6
Holders Change %
+3.13%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
51
Reduced
54
Closed
12
Calls
$244K
Puts
$22K
Net Calls
+$222K
Net Calls Change
-$5K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$5.42M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$8.19M
3
Ameriprise
3
Ameriprise
Minnesota
$4.14M
4
EWA
4
EP Wealth Advisors
California
$2.07M
5
RWM
5
Ritholtz Wealth Management
New York
$1.64M

Top Sellers

1
MCC
1
Money Concepts Capital
Florida
$2.23M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.74M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.61M
4
LPL Financial
4
LPL Financial
California
$32.4M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
151
US Bancorp
Minnesota
$135K -$22.1K -204 -14%
FPFS
152
First Personal Financial Services
North Carolina
$128K – – –
CWC
153
Carolinas Wealth Consulting
North Carolina
$125K +$325 +3 +0.3%
WTC
154
WhitTier Trust Company
Nevada
$122K – – –
GRP
155
Global Retirement Partners
California
$121K +$325 +3 +0.3%
OSAM
156
O'Shaughnessy Asset Management
Connecticut
$120K – – –
OFG
157
Oxford Financial Group
Indiana
$114K +$325 +3 +0.3%
GC
158
Garde Capital
Washington
$101K +$101K +930 New
AWM
159
Avondale Wealth Management
Texas
$96.7K – – –
WIM
160
Westside Investment Management
California
$95.9K – – –
TRCT
161
Tower Research Capital (TRC)
New York
$92.8K -$517K -4,770 -85%
PIAS
162
PCA Investment Advisory Services
Ohio
$89.4K +$89.4K +825 New
CPA
163
Cardiff Park Advisors
California
$86.7K – – –
Qube Research & Technologies (QRT)
164
Qube Research & Technologies (QRT)
United Kingdom
$79.5K +$59.6K +635 +298%
MIM
165
MTM Investment Management
South Carolina
$67.8K – – –
NRG
166
Nemes Rush Group
Michigan
$65.2K +$65.2K +602 New
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$58.3K – – –
AIM
168
Anchor Investment Management
South Carolina
$55.7K +$55.7K +514 New
William Blair & Company
169
William Blair & Company
Illinois
$55.2K – – –
SWM
170
Spire Wealth Management
Virginia
$54.6K +$108 +1 +0.2%
AF
171
Advisornet Financial
Minnesota
$52K -$21.7K -200 -29%
BSB
172
Bangor Savings Bank
Maine
$51.1K – – –
LTI
173
Laffer Tengler Investments
Tennessee
$47.4K – – –
MA
174
Montag & Associates
Georgia
$47.3K – – –
HCP
175
Hexagon Capital Partners
Arkansas
$46.9K – – –
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7
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