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iShares Dow Jones US ETF
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Overview Fund Activity

219 hedge funds and large institutions have $447M invested in iShares Dow Jones US ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
-3
Holders Change %
-1.35%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
55
Reduced
63
Closed
14
Calls
$860K
Puts
$40K
Net Calls
+$820K
Net Calls Change
+$820K

Top Buyers

1
KWM
1
Kingsview Wealth Management
Oregon
$3.24M
2
LPL Financial
2
LPL Financial
California
$43.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.48M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$6.42M
5
SWA
5
Stratos Wealth Advisors
Ohio
$2.71M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.92M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$26.3M
3
GM
3
GeoWealth Management
Illinois
$0
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$3.14M
5
TWC
5
TD Waterhouse Canada
Ontario, Canada
$2.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
176
WhitTier Trust Company
Nevada
$149K – – –
OFG
177
Oxford Financial Group
Indiana
$141K +$265 +2 +0.2%
BCV
178
Banque Cantonale Vaudoise
Switzerland
$132K -$66K -500 -33%
HNB
179
Huntington National Bank
Ohio
$123K -$47.1K – –
GC
180
Garde Capital
Washington
$123K – – –
CPA
181
Cardiff Park Advisors
California
$106K – – –
IF
182
Integrity Financial
Wyoming
$97.6K – – –
NRG
183
Nemes Rush Group
Michigan
$79.7K – – –
William Blair & Company
184
William Blair & Company
Illinois
$74.6K +$7.15K +54 +11%
SWM
185
Spire Wealth Management
Virginia
$67.6K +$132 +1 +0.2%
AF
186
Advisornet Financial
Minnesota
$63.5K – – –
SR
187
Syntax Research
Florida
$62.5K – – –
BSB
188
Bangor Savings Bank
Maine
$62.5K – – –
MA
189
Montag & Associates
Georgia
$57.8K – – –
HCP
190
Hexagon Capital Partners
Arkansas
$56.6K – – –
TAM
191
Townsend Asset Management
North Carolina
$52.9K – – –
DJSG
192
D.J. St. Germain
Massachusetts
$48.2K – – –
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$47.4K – – –
BFPW
194
BOK Financial Private Wealth
Colorado
$44.3K -$65.9K -498 -60%
TF
195
Tompkins Financial
New York
$39.7K +$39.7K +300 New
MFA
196
McClarren Financial Advisors
Pennsylvania
$38K -$45.8K -159 -55%
Jones Financial Companies
197
Jones Financial Companies
Missouri
$36.9K +$36.9K +279 New
MIM
198
MTM Investment Management
South Carolina
$35.7K – – –
AIM
199
Anchor Investment Management
South Carolina
$34K – – –
MSG
200
Main Street Group
Virginia
$29.7K -$2.92K -22 -9%
6 7
8
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