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iShares Dow Jones US ETF
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Overview Fund Activity

191 hedge funds and large institutions have $331M invested in iShares Dow Jones US ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.08%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
54
Reduced
44
Closed
15
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$7K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$20.1M
2
GVAG
2
Great Valley Advisor Group
Delaware
$5.48M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$11.5M
5
FC
5
Financial Consulate
Maryland
$4.07M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.18M
2
TA
2
Townsend & Associates
Colorado
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CA
4
Cetera Advisors
Colorado
$3.05M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
176
Integrity Financial
Wyoming
$17.6K – – –
TWA
177
TCI Wealth Advisors
Arizona
$17.6K – – –
FHA
178
First Horizon Advisors
Tennessee
$12.7K – – –
HWM
179
HighMark Wealth Management
Minnesota
$10.5K +$93 +1 +0.9%
DSC
180
Duncker Streett & Co
Missouri
$9.35K – – –
BAM
181
Baldrige Asset Management
Pennsylvania
$9K – – –
PAIM
182
Punch & Associates Investment Management
Minnesota
$8.74K – – –
MSCM
183
McElhenny Sheffield Capital Management
Texas
$5.61K +$5.61K +60 New
CTB
184
Country Trust Bank
Illinois
$5.05K -$15.1K -162 -75%
CQS
185
Credential Qtrade Securities
$4.3K +$4.3K +46 New
HI
186
Harbour Investments
Wisconsin
$3.74K – – –
SWA
187
SOA Wealth Advisors
New York
$3.55K – – –
SFCL
188
Strengthening Families & Communities LLC
Massachusetts
$3K – – –
GFPC
189
Global Financial Private Client
Florida
$2.8K – – –
MA
190
MCF Advisors
Kentucky
$2.24K – – –
TFA
191
Transamerica Financial Advisors
Florida
$1K +$200 +1 +25%
WIM
192
Westside Investment Management
California
$82 – – –
TA
193
Townsend & Associates
Colorado
– -$2.73M -29,179 Closed
Citadel Advisors
194
Citadel Advisors
Florida
– -$2.41M -27,481 Closed
G
195
GenTrust
Florida
– -$439K -5,000 Closed
AIP
196
Almanack Investment Partners
Pennsylvania
– -$411K -4,684 Closed
AWA
197
Arete Wealth Advisors
Illinois
– -$396K -4,511 Closed
LA
198
LexAurum Advisors
Kansas
– -$295K -3,364 Closed
WCG
199
Weaver Consulting Group
California
– -$288K -3,288 Closed
CIBC Private Wealth Group
200
CIBC Private Wealth Group
Georgia
– -$234K -2,670 Closed
5 6 7
8
9