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iShares Dow Jones US ETF
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Overview Fund Activity

219 hedge funds and large institutions have $447M invested in iShares Dow Jones US ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
-3
Holders Change %
-1.35%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
55
Reduced
63
Closed
14
Calls
$860K
Puts
$40K
Net Calls
+$820K
Net Calls Change
+$820K

Top Buyers

1
KWM
1
Kingsview Wealth Management
Oregon
$3.24M
2
LPL Financial
2
LPL Financial
California
$43.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.48M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$6.42M
5
SWA
5
Stratos Wealth Advisors
Ohio
$2.71M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.92M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$26.3M
3
GM
3
GeoWealth Management
Illinois
$0
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$3.14M
5
TWC
5
TD Waterhouse Canada
Ontario, Canada
$2.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
151
Geneos Wealth Management
Colorado
$279K – – –
PS
152
Planned Solutions
California
$279K – – –
BPA
153
Beacon Pointe Advisors
California
$277K – – –
AWM
154
AE Wealth Management
Kansas
$270K -$4.23K -32 -2%
SCA
155
Sandy Cove Advisors
Massachusetts
$254K – – –
GAMC
156
Garner Asset Management Corp
Texas
$253K -$279K -2,107 -52%
PWM
157
Perigon Wealth Management
California
$251K +$251K +1,900 New
LSPW
158
Lake Street Private Wealth
Illinois
$246K -$7.41K -56 -3%
RVPG
159
Relative Value Partners Group
$246K +$246K +1,857 New
IA
160
IFP Advisors
Florida
$244K +$265 +2 +0.1%
GWM
161
Gray Wealth Management
Maine
$244K -$3.31K -25 -1%
LWANC
162
Laurel Wealth Advisors (North Carolina)
North Carolina
$242K – – –
GIA
163
Gladstone Institutional Advisory
Florida
$241K -$46.3K -350 -16%
NSAM
164
North Star Asset Management
Wisconsin
$238K – – –
SOS
165
Silver Oak Securities
Tennessee
$230K +$15K +113 +7%
CF
166
Centaurus Financial
California
$225K -$43.3K -328 -16%
ODIJL
167
One Day In July LLC
Vermont
$218K – – –
SHFA
168
SC&H Financial Advisors
Maryland
$216K – – –
Jane Street
169
Jane Street
New York
$211K -$17.3K -131 -8%
BBA
170
BLB&B Advisors
Pennsylvania
$208K -$6.62K -50 -3%
DWM
171
Destination Wealth Management
California
$204K -$5.95K -45 -3%
SA
172
SRH Advisors
Kansas
$192K – – –
TCA
173
Trifecta Capital Advisors
Illinois
$181K – – –
GRP
174
Global Retirement Partners
California
$179K +$397 +3 +0.2%
OSAM
175
O'Shaughnessy Asset Management
Connecticut
$166K +$19.8K +150 +14%
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7
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