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iShares Dow Jones US ETF
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Overview Fund Activity

189 hedge funds and large institutions have $284M invested in iShares Dow Jones US ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
43
Reduced
50
Closed
16
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
-$6K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$6.3M
2
Citadel Advisors
Citadel Advisors
Florida
$2.41M
3
Osaic Holdings
Osaic Holdings
Arizona
$14.2M
4
OIA
OneDigital Investment Advisors
Kansas
$656K
5
Mariner
Mariner
Kansas
$528K

Top Sellers

1
SIAP
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$0
2
WA
Wealthstar Advisors
Texas
$0
3
UBS Group
UBS Group
Switzerland
$10.3M
4
CAM
Cresset Asset Management
Illinois
$0
5
IWA
IBEX Wealth Advisors
New Jersey
$263K
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
176
Baldrige Asset Management
Pennsylvania
$9K – – –
DSC
177
Duncker Streett & Co
Missouri
$9K – – –
PAIM
178
Punch & Associates Investment Management
Minnesota
$8K – – –
BCMLT
179
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K +$5K +56 New
CG
180
Cutler Group
California
$5K +$5K +62 New
HI
181
Harbour Investments
Wisconsin
$4K – – –
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$3.51K +$335 +3,310 +11%
SWA
183
SOA Wealth Advisors
New York
$3K – – –
SFCL
184
Strengthening Families & Communities LLC
Massachusetts
$3K – – –
GFPC
185
Global Financial Private Client
Florida
$2.7K – – –
FHC
186
First Heartland Consultants
Missouri
$2.06K +$11 +121 +0.5%
MA
187
MCF Advisors
Kentucky
$2K – – –
HGERS
188
Householder Group Estate & Retirement Specialist
Arizona
$2K +$2K +33 New
TFA
189
Transamerica Financial Advisors
Florida
$1K -$250 -1 -20%
CCM
190
Covington Capital Management
California
$1K +$1K +11 New
WIM
191
Westside Investment Management
California
$77 – – –
SIAP
192
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$7.57M -64,304 Closed
WA
193
Wealthstar Advisors
Texas
– -$4.28M -46,345 Closed
CAM
194
Cresset Asset Management
Illinois
– -$2.17M -23,476 Closed
VWA
195
Visionary Wealth Advisors
Illinois
– -$524K -5,671 Closed
AAS
196
Avantax Advisory Services
Texas
– -$460K -4,976 Closed
KWM
197
Kingsview Wealth Management
Oregon
– -$263K -2,843 Closed
SG
198
StoneX Group
New York
– -$256K -2,774 Closed
AWM
199
AE Wealth Management
Kansas
– -$229K -2,479 Closed
Northern Trust
200
Northern Trust
Illinois
– -$225K -2,440 Closed
5 6 7
8
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