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iShares Dow Jones US ETF
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Overview Fund Activity

259 hedge funds and large institutions have $556M invested in iShares Dow Jones US ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+24
Holders Change %
+10.21%
% of All Funds
3.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
71
Reduced
66
Closed
8
Calls
$801K
Puts
$14K
Net Calls
+$787K
Net Calls Change
-$134K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$21.4M
2
Osaic Holdings
Osaic Holdings
Arizona
$12.9M
3
IWA
IBEX Wealth Advisors
New Jersey
$4.61M
4
EP
Essential Planning
New Hampshire
$3.92M
5
Citadel Advisors
Citadel Advisors
Florida
$2.94M

Top Sellers

1
LPL Financial
LPL Financial
California
$43.2M
2
HighTower Advisors
HighTower Advisors
Illinois
$2.02M
3
FTUS
Flow Traders U.S.
New York
$0
4
HOWA
Heritage Oak Wealth Advisors
Florida
$0
5
SWA
Stratos Wealth Advisors
Ohio
$2.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
KF
151
KKM Financial
Illinois
$388K +$388K +2,709 New
FDCDDQ
152
Federation des caisses Desjardins du Quebec
Quebec, Canada
$386K – – –
ASN
153
Advisory Services Network
Georgia
$386K +$40.5K +283 +12%
EWM
154
Edge Wealth Management
New York
$379K – – –
Jones Financial Companies
155
Jones Financial Companies
Missouri
$372K +$321K +2,247 +637%
MYIA
156
Mount Yale Investment Advisors
Colorado
$367K +$367K +2,565 New
NA
157
Nottingham Advisors
New York
$348K -$104K -728 -23%
PA
158
Procyon Advisors
Connecticut
$345K +$130K +912 +61%
GLR
159
Great Lakes Retirement
Ohio
$345K -$113K -787 -25%
US Bancorp
160
US Bancorp
Minnesota
$340K -$2.86K -20 -0.8%
AP
161
Aspect Partners
Virginia
$335K – – –
CCWM
162
Cassaday & Co Wealth Management
Virginia
$334K – – –
SW
163
SkyOak Wealth
Michigan
$331K +$331K +2,315 New
PWM
164
Penobscot Wealth Management
Maine
$330K – – –
MWM
165
Melfa Wealth Management
Massachusetts
$325K – – –
HSWM
166
Hubbell Strickland Wealth Management
Louisiana
$324K +$429 +3 +0.1%
NFG
167
Nations Financial Group
Iowa
$322K +$286 +2 +0.1%
SAM
168
SP Asset Management
California
$319K +$1K +7 +0.3%
CHA
169
Cooper/Haims Advisors
New York
$319K – – –
MGIA
170
Moneta Group Investment Advisors
Missouri
$315K – – –
CWA
171
Clarity Wealth Advisors
California
$315K -$15.9K -111 -5%
YWM
172
Yoder Wealth Management
California
$313K – – –
EL
173
Essex LLC
Illinois
$311K – – –
PS
174
Principal Securities
Iowa
$308K +$143 +1 +0%
FWM
175
Foguth Wealth Management
Michigan
$308K +$308K +2,069 New
5 6
7
8 9