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iShares Dow Jones US ETF

188 hedge funds and large institutions have $321M invested in iShares Dow Jones US ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 66 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-9
Holders Change %
-4.57%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
40
Reduced
66
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
176
First Horizon Advisors
Tennessee
$12K +$12K +136 New
AIC
177
Archer Investment Corporation
Indiana
$11.7K -$4.72K -51 -29%
HWM
178
HighMark Wealth Management
Minnesota
$10K +$89 +1 +0.9%
DSC
179
Duncker Streett & Co
Missouri
$9K
PAIM
180
Punch & Associates Investment Management
Minnesota
$9K
BAM
181
Baldrige Asset Management
Pennsylvania
$9K
SFCL
182
Strengthening Families & Communities LLC
Massachusetts
$4K
HI
183
Harbour Investments
Wisconsin
$4K +$4K +40 New
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$3.01K -$234 -2,444 -7%
SWA
185
SOA Wealth Advisors
New York
$3K
GFPC
186
Global Financial Private Client
Florida
$2.8K
MA
187
MCF Advisors
Kentucky
$2K
TFA
188
Transamerica Financial Advisors
Florida
$1K +$200 +1 +25%
WIM
189
Westside Investment Management
California
$81 +$81 +885 New
BFEC
190
Benjamin F. Edwards & Company
Missouri
-$2.45M -22,030 Closed
NC
191
NewSquare Capital
Pennsylvania
-$1.53M -13,763 Closed
Citadel Advisors
192
Citadel Advisors
Florida
-$1.26M -11,354 Closed
PCA
193
Personal Capital Advisors
California
-$411K -3,689 Closed
CA
194
Calton & Associates
Florida
-$367K -3,301 Closed
LSPW
195
Lake Street Private Wealth
Illinois
-$223K -2,002 Closed
BP
196
BBR Partners
New York
-$222K -1,990 Closed
BDF
197
Balasa Dinverno & Foltz
-$219K -1,966 Closed
SCA
198
Sandy Cove Advisors
Massachusetts
-$214K -1,923 Closed
ULWM
199
Upper Left Wealth Management
Florida
-$215K -1,921 Closed
Koshinski Asset Management
200
Koshinski Asset Management
Illinois
-$213K -1,910 Closed