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iShares Dow Jones US ETF

222 hedge funds and large institutions have $446M invested in iShares Dow Jones US ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+5
Holders Change %
+2.3%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
60
Reduced
60
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PS
151
Planned Solutions
California
$270K
BPA
152
Beacon Pointe Advisors
California
$268K +$4.87K +38 +2%
WGC
153
Watts Gwilliam & Co
Arizona
$266K +$266K +2,083 New
AWM
154
AE Wealth Management
Kansas
$265K -$637K -4,971 -71%
CF
155
Centaurus Financial
California
$260K -$17.3K -135 -6%
SCA
156
Sandy Cove Advisors
Massachusetts
$246K
LSPW
157
Lake Street Private Wealth
Illinois
$245K
GWM
158
Gray Wealth Management
Maine
$239K
IA
159
IFP Advisors
Florida
$236K +$256 +2 +0.1%
LWANC
160
Laurel Wealth Advisors (North Carolina)
North Carolina
$234K
NSAM
161
North Star Asset Management
Wisconsin
$231K
Jane Street
162
Jane Street
New York
$221K -$50K -390 -18%
ODIJL
163
One Day In July LLC
Vermont
$211K +$211K +1,651 New
IAS
164
Insigneo Advisory Services
Florida
$211K +$211K +1,650 New
SHFA
165
SC&H Financial Advisors
Maryland
$210K +$210K +1,636 New
SOS
166
Silver Oak Securities
Tennessee
$208K +$208K +1,627 New
BBA
167
BLB&B Advisors
Pennsylvania
$208K +$208K +1,620 New
FIA
168
Foundations Investment Advisors
Arizona
$206K +$206K +1,609 New
DWM
169
Destination Wealth Management
California
$204K +$204K +1,589 New
ASN
170
Advisory Services Network
Georgia
$202K +$7.43K +58 +4%
BCV
171
Banque Cantonale Vaudoise
Switzerland
$192K
SA
172
SRH Advisors
Kansas
$186K
TCA
173
Trifecta Capital Advisors
Illinois
$175K +$175K +1,370 New
GRP
174
Global Retirement Partners
California
$173K +$29.1K +227 +20%
WTC
175
WhitTier Trust Company
Nevada
$144K