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iShares Dow Jones US ETF
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Overview Fund Activity

235 hedge funds and large institutions have $484M invested in iShares Dow Jones US ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 61 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+16
Holders Change %
+7.31%
% of All Funds
3.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
59
Reduced
61
Closed
11
Calls
$921K
Puts
–
Net Calls
+$921K
Net Calls Change
+$101K

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$3.36M
2
GM
2
GeoWealth Management
Illinois
$3.13M
3
ECA
3
Elevation Capital Advisory
Oregon
$3.12M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$2.26M
5
Wells Fargo
5
Wells Fargo
California
$17.4M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$23.4M
2
KWM
2
Kingsview Wealth Management
Oregon
$299K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.14M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
TWC
5
TD Waterhouse Canada
Ontario, Canada
$905K
Name Holding Trade Value Shares
Change 		Shares
Change %
NSAM
176
North Star Asset Management
Wisconsin
$251K – – –
GIA
177
Gladstone Institutional Advisory
Florida
$248K -$5.58K -40 -2%
AAS
178
Avantax Advisory Services
Texas
$238K +$238K +1,702 New
CF
179
Centaurus Financial
California
$229K -$9.08K -65 -4%
SHFA
180
SC&H Financial Advisors
Maryland
$228K – – –
BBA
181
BLB&B Advisors
Pennsylvania
$219K – – –
TWP
182
Tyche Wealth Partners
Texas
$216K +$216K +1,549 New
PA
183
Procyon Advisors
Connecticut
$209K +$209K +1,500 New
WA
184
WBH Advisory
Maryland
$209K +$209K +1,500 New
SA
185
SRH Advisors
Kansas
$202K – – –
MSR
186
Main Street Research
Connecticut
$202K +$202K +1,446 New
WANY
187
Wealthspire Advisors (New York)
New York
$202K +$202K +1,445 New
TCA
188
Trifecta Capital Advisors
Illinois
$191K – – –
GRP
189
Global Retirement Partners
California
$189K +$558 +4 +0.3%
OSAM
190
O'Shaughnessy Asset Management
Connecticut
$179K – – –
WTC
191
WhitTier Trust Company
Nevada
$157K – – –
OFG
192
Oxford Financial Group
Indiana
$149K +$558 +4 +0.4%
LWANC
193
Laurel Wealth Advisors (North Carolina)
North Carolina
$116K -$140K -1,000 -55%
CPA
194
Cardiff Park Advisors
California
$112K – – –
IF
195
Integrity Financial
Wyoming
$103K – – –
HNB
196
Huntington National Bank
Ohio
$99.8K -$123K – –
William Blair & Company
197
William Blair & Company
Illinois
$78.7K – – –
NRG
198
Nemes Rush Group
Michigan
$77.1K – – –
SWM
199
Spire Wealth Management
Virginia
$71.5K +$279 +2 +0.4%
AF
200
Advisornet Financial
Minnesota
$67K – – –
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