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iShares Dow Jones US ETF
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Overview Fund Activity

198 hedge funds and large institutions have $344M invested in iShares Dow Jones US ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+6
Holders Change %
+3.13%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
51
Reduced
54
Closed
12
Calls
$244K
Puts
$22K
Net Calls
+$222K
Net Calls Change
-$5K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$5.42M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$8.19M
3
Ameriprise
3
Ameriprise
Minnesota
$4.14M
4
EWA
4
EP Wealth Advisors
California
$2.07M
5
RWM
5
Ritholtz Wealth Management
New York
$1.64M

Top Sellers

1
MCC
1
Money Concepts Capital
Florida
$2.23M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.74M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.61M
4
LPL Financial
4
LPL Financial
California
$32.4M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
176
Townsend Asset Management
North Carolina
$43.3K – – –
HNB
177
Huntington National Bank
Ohio
$41.8K -$38.6K – –
DJSG
178
D.J. St. Germain
Massachusetts
$39.4K +$39.4K +364 New
EWM
179
EPG Wealth Management
Georgia
$36.1K – – –
MFA
180
McClarren Financial Advisors
Pennsylvania
$31K +$108 +1 +0.3%
GWS
181
Glassman Wealth Services
Virginia
$29.9K – – –
PCMC
182
Private Capital Management (Colorado)
Colorado
$23.7K – – –
ME
183
McIlrath & Eck
Washington
$20.6K – – –
IF
184
Integrity Financial
Wyoming
$20.4K – – –
RG
185
Retirement Group
California
$20K +$20K +185 New
WFA
186
West Financial Advisors
Iowa
$17.3K +$17.3K +160 New
AssetMark Inc
187
AssetMark Inc
California
$16.3K +$16.3K +150 New
FHA
188
First Horizon Advisors
Tennessee
$14.7K – – –
CFD
189
Creative Financial Designs
Indiana
$13.1K +$13.1K +121 New
HWM
190
HighMark Wealth Management
Minnesota
$12.3K – – –
DSC
191
Duncker Streett & Co
Missouri
$10.8K – – –
PAIM
192
Punch & Associates Investment Management
Minnesota
$10.1K – – –
CTB
193
Country Trust Bank
Illinois
$5.85K – – –
CQS
194
Credential Qtrade Securities
$4.99K – – –
HI
195
Harbour Investments
Wisconsin
$4.33K – – –
SWA
196
SOA Wealth Advisors
New York
$4.12K – – –
SFCL
197
Strengthening Families & Communities LLC
Massachusetts
$4K +$111 +1 +3%
GFPC
198
Global Financial Private Client
Florida
$3.25K – – –
TFA
199
Transamerica Financial Advisors
Florida
$1K – – –
FTUS
200
Flow Traders U.S.
New York
– -$1.01M -10,060 Closed
5 6 7
8
9