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iShares Dow Jones US ETF
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Overview Fund Activity

222 hedge funds and large institutions have $446M invested in iShares Dow Jones US ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+5
Holders Change %
+2.3%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
60
Reduced
60
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$5.52M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.23M
3
HighTower Advisors
HighTower Advisors
Illinois
+$2.7M
4
GM
GeoWealth Management
Illinois
+$2.52M
5
SFS
Sharp Financial Services
Pennsylvania
+$1.31M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$61.6M
2
Goldman Sachs
Goldman Sachs
New York
-$6.18M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.72M
4
Ameriprise
Ameriprise
Minnesota
-$1.11M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
176
O'Shaughnessy Asset Management
Connecticut
$142K – – –
AWM
177
Avior Wealth Management
Nebraska
$142K +$142K +1,106 New
OFG
178
Oxford Financial Group
Indiana
$136K +$384 +3 +0.3%
GC
179
Garde Capital
Washington
$119K – – –
UB
180
UMB Bank
Missouri
$114K +$114K +892 New
TAM
181
Tucker Asset Management
Colorado
$114K +$114K +890 New
BFPW
182
BOK Financial Private Wealth
Colorado
$107K -$21.4K -167 -17%
CPA
183
Cardiff Park Advisors
California
$102K – – –
IF
184
Integrity Financial
Wyoming
$94.5K – – –
Qube Research & Technologies (QRT)
185
Qube Research & Technologies (QRT)
United Kingdom
$77.8K – – –
NRG
186
Nemes Rush Group
Michigan
$77.1K – – –
William Blair & Company
187
William Blair & Company
Illinois
$65.3K – – –
SWM
188
Spire Wealth Management
Virginia
$65.3K +$256 +2 +0.4%
AF
189
Advisornet Financial
Minnesota
$61.5K – – –
SR
190
Syntax Research
Florida
$60.5K – – –
BSB
191
Bangor Savings Bank
Maine
$60.5K – – –
MA
192
Montag & Associates
Georgia
$55.9K – – –
HCP
193
Hexagon Capital Partners
Arkansas
$54.8K – – –
TAM
194
Townsend Asset Management
North Carolina
$51.2K – – –
HNB
195
Huntington National Bank
Ohio
$47.1K -$42.9K – –
DJSG
196
D.J. St. Germain
Massachusetts
$46.6K – – –
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$45.9K -$68.9K -538 -60%
MFA
198
McClarren Financial Advisors
Pennsylvania
$38K +$131 +1 +0.3%
MIM
199
MTM Investment Management
South Carolina
$34.6K – – –
AIM
200
Anchor Investment Management
South Carolina
$32.9K – – –
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