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iShares Dow Jones US ETF
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Overview Fund Activity

217 hedge funds and large institutions have $452M invested in iShares Dow Jones US ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+14
Holders Change %
+6.9%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
25
Increased
71
Reduced
50
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$109M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$24.7M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$6.55M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.89M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$5.68M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$6.18M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
WS
3
Wedbush Securities
California
$4.6M
4
UBS Group
4
UBS Group
Switzerland
$7.8M
5
UCFA
5
United Capital Financial Advisors
Texas
$745K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
151
Geneos Wealth Management
Colorado
$246K – – –
PS
152
Planned Solutions
California
$245K – – –
GM
153
GeoWealth Management
Illinois
$244K +$244K +2,097 New
BPA
154
Beacon Pointe Advisors
California
$239K +$239K +2,052 New
CIA
155
Concurrent Investment Advisors
Florida
$237K +$237K +2,030 New
Wolverine Trading
156
Wolverine Trading
Illinois
$232K +$232K +1,994 New
SCA
157
Sandy Cove Advisors
Massachusetts
$224K – – –
LSPW
158
Lake Street Private Wealth
Illinois
$223K -$2.91K -25 -1%
GWM
159
Gray Wealth Management
Maine
$217K +$217K +1,866 New
IA
160
IFP Advisors
Florida
$215K +$816 +7 +0.4%
LWANC
161
Laurel Wealth Advisors (North Carolina)
North Carolina
$213K – – –
NSAM
162
North Star Asset Management
Wisconsin
$210K +$210K +1,800 New
PS
163
Principal Securities
Iowa
$197K +$197K +1,692 New
ASN
164
Advisory Services Network
Georgia
$177K +$177K +1,518 New
BCV
165
Banque Cantonale Vaudoise
Switzerland
$175K – – –
SA
166
SRH Advisors
Kansas
$169K – – –
US Bancorp
167
US Bancorp
Minnesota
$144K -$583 -5 -0.4%
FPFS
168
First Personal Financial Services
North Carolina
$138K – – –
WTC
169
WhitTier Trust Company
Nevada
$131K – – –
GRP
170
Global Retirement Partners
California
$130K +$580 +5 +0.4%
OSAM
171
O'Shaughnessy Asset Management
Connecticut
$129K – – –
OFG
172
Oxford Financial Group
Indiana
$123K +$932 +8 +0.8%
BFPW
173
BOK Financial Private Wealth
Colorado
$117K +$117K +1,000 New
GC
174
Garde Capital
Washington
$108K +$108K +930 New
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$104K +$41.7K +358 +67%
5 6
7
8 9