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iShares Dow Jones US ETF
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Overview Fund Activity

192 hedge funds and large institutions have $301M invested in iShares Dow Jones US ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
3.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
38
Reduced
60
Closed
13
Calls
$293K
Puts
$66K
Net Calls
+$227K
Net Calls Change
+$226K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.61M
2
MCC
2
Money Concepts Capital
Florida
$2.17M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.12M
4
LPL Financial
4
LPL Financial
California
$31.3M
5
CG
5
Cutler Group
California
$493K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$6.11M
2
Bank of America
2
Bank of America
North Carolina
$12.5M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$724K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.95M
5
FC
5
Financial Consulate
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ME
176
McIlrath & Eck
Washington
$19K – – –
TWA
177
TCI Wealth Advisors
Arizona
$18.8K – – –
IF
178
Integrity Financial
Wyoming
$18.8K – – –
FHA
179
First Horizon Advisors
Tennessee
$13.6K – – –
Commonwealth Equity Services
180
Commonwealth Equity Services
Massachusetts
$12K +$222 +2,214 +2%
HWM
181
HighMark Wealth Management
Minnesota
$11.3K – – –
DSC
182
Duncker Streett & Co
Missouri
$10K – – –
BAM
183
Baldrige Asset Management
Pennsylvania
$10K – – –
PAIM
184
Punch & Associates Investment Management
Minnesota
$9.36K – – –
CTB
185
Country Trust Bank
Illinois
$5.4K – – –
CQS
186
Credential Qtrade Securities
$4.6K – – –
HI
187
Harbour Investments
Wisconsin
$4K – – –
SWA
188
SOA Wealth Advisors
New York
$3.8K – – –
GFPC
189
Global Financial Private Client
Florida
$3.01K – – –
HGERS
190
Householder Group Estate & Retirement Specialist
Arizona
$3K +$3K +33 New
MA
191
MCF Advisors
Kentucky
$2.4K – – –
TFA
192
Transamerica Financial Advisors
Florida
$1K -$250 -1 -20%
SFCL
193
Strengthening Families & Communities LLC
Massachusetts
$4 – – –
FC
194
Financial Consulate
Maryland
– -$4.07M -43,500 Closed
TL
195
Tradewinds LLC
North Carolina
– -$688K -6,526 Closed
BA
196
Bluesphere Advisors
Pennsylvania
– -$346K -3,708 Closed
Jane Street
197
Jane Street
New York
– -$314K -3,365 Closed
IWA
198
IBEX Wealth Advisors
New Jersey
– -$281K -3,012 Closed
Franklin Resources
199
Franklin Resources
California
– -$137K -1,466 Closed
GEA
200
Glen Eagle Advisors
New Jersey
– -$117K -1,250 Closed
5 6 7
8
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