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iShares Dow Jones US ETF
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Overview Fund Activity

203 hedge funds and large institutions have $338M invested in iShares Dow Jones US ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+5
Holders Change %
+2.53%
% of All Funds
3.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
43
Reduced
52
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$3.7M
2
Comerica Bank
2
Comerica Bank
Texas
$3.52M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$3.44M
4
Goldman Sachs
4
Goldman Sachs
New York
$7.92M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.95M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$3.18M
2
EWA
2
EP Wealth Advisors
California
$1.78M
3
GVAG
3
Great Valley Advisor Group
Delaware
$1.45M
4
BFS
4
Bard Financial Services
Connecticut
$0
5
Ameriprise
5
Ameriprise
Minnesota
$2.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
151
IFP Advisors
Florida
$192K -$10.4K -100 -5%
LWANC
152
Laurel Wealth Advisors (North Carolina)
North Carolina
$191K – – –
BCV
153
Banque Cantonale Vaudoise
Switzerland
$157K -$71.2K -680 -31%
SA
154
SRH Advisors
Kansas
$151K – – –
US Bancorp
155
US Bancorp
Minnesota
$129K -$627 -6 -0.5%
FPFS
156
First Personal Financial Services
North Carolina
$123K – – –
WTC
157
WhitTier Trust Company
Nevada
$117K – – –
GRP
158
Global Retirement Partners
California
$116K +$415 +4 +0.4%
OSAM
159
O'Shaughnessy Asset Management
Connecticut
$116K – – –
OFG
160
Oxford Financial Group
Indiana
$110K – – –
AWM
161
Avondale Wealth Management
Texas
$93.3K – – –
CPA
162
Cardiff Park Advisors
California
$83.6K – – –
IF
163
Integrity Financial
Wyoming
$77.1K +$57.5K +550 +293%
NRG
164
Nemes Rush Group
Michigan
$62.9K – – –
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$56.2K – – –
Qube Research & Technologies (QRT)
166
Qube Research & Technologies (QRT)
United Kingdom
$56K -$32.6K -312 -37%
CSPIA
167
Cary Street Partners Investment Advisory
Virginia
$53.9K +$53.9K +516 New
AIM
168
Anchor Investment Management
South Carolina
$53.7K – – –
William Blair & Company
169
William Blair & Company
Illinois
$53.3K – – –
SWM
170
Spire Wealth Management
Virginia
$52.7K – – –
AF
171
Advisornet Financial
Minnesota
$50.2K – – –
BSB
172
Bangor Savings Bank
Maine
$49.3K – – –
SR
173
Syntax Research
Florida
$49.3K +$49.3K +472 New
MA
174
Montag & Associates
Georgia
$45.8K – – –
LTI
175
Laffer Tengler Investments
Tennessee
$45.8K – – –
5 6
7
8 9