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iShares Dow Jones US ETF
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Overview Fund Activity

235 hedge funds and large institutions have $484M invested in iShares Dow Jones US ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 61 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+16
Holders Change %
+7.31%
% of All Funds
3.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
59
Reduced
61
Closed
11
Calls
$921K
Puts
–
Net Calls
+$921K
Net Calls Change
+$101K

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$3.36M
2
GM
2
GeoWealth Management
Illinois
$3.13M
3
ECA
3
Elevation Capital Advisory
Oregon
$3.12M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$2.26M
5
Wells Fargo
5
Wells Fargo
California
$17.4M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$23.4M
2
KWM
2
Kingsview Wealth Management
Oregon
$299K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.14M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
TWC
5
TD Waterhouse Canada
Ontario, Canada
$905K
Name Holding Trade Value Shares
Change 		Shares
Change %
HSWM
151
Hubbell Strickland Wealth Management
Louisiana
$316K +$279 +2 +0.1%
NFG
152
Nations Financial Group
Iowa
$314K +$314K +2,250 New
CHA
153
Cooper/Haims Advisors
New York
$311K – – –
SAM
154
SP Asset Management
California
$310K +$977 +7 +0.3%
MGIA
155
Moneta Group Investment Advisors
Missouri
$307K – – –
C
156
Certuity
Florida
$307K – – –
YWM
157
Yoder Wealth Management
California
$306K – – –
EL
158
Essex LLC
Illinois
$303K – – –
PS
159
Principal Securities
Iowa
$300K +$140 +1 +0%
KWM
160
Kingsview Wealth Management
Oregon
$299K -$3.12M -22,340 -91%
Goldman Sachs
161
Goldman Sachs
New York
$296K -$1.26M -9,050 -81%
GWM
162
Geneos Wealth Management
Colorado
$294K – – –
PS
163
Planned Solutions
California
$294K – – –
NCFG
164
New Century Financial Group
New Jersey
$293K -$159K -1,142 -35%
LFGO
165
Legacy Financial Group (Oklahoma)
Oklahoma
$293K – – –
BPA
166
Beacon Pointe Advisors
California
$292K – – –
BJL
167
Brighton Jones LLC
Washington
$291K +$291K +2,085 New
SCA
168
Sandy Cove Advisors
Massachusetts
$268K – – –
GAMC
169
Garner Asset Management Corp
Texas
$268K +$559 +4 +0.2%
HF
170
HRT Financial
New York
$266K +$266K +1,909 New
PWM
171
Perigon Wealth Management
California
$265K – – –
IA
172
IFP Advisors
Florida
$258K +$279 +2 +0.1%
GWM
173
Gray Wealth Management
Maine
$257K – – –
LSPW
174
Lake Street Private Wealth
Illinois
$257K -$2.65K -19 -1%
ODIJL
175
One Day In July LLC
Vermont
$252K +$21.5K +154 +9%
5 6
7
8 9