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iShares Dow Jones US ETF
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Overview Fund Activity

259 hedge funds and large institutions have $556M invested in iShares Dow Jones US ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+24
Holders Change %
+10.21%
% of All Funds
3.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
71
Reduced
66
Closed
8
Calls
$801K
Puts
$14K
Net Calls
+$787K
Net Calls Change
-$134K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$21.4M
2
Osaic Holdings
Osaic Holdings
Arizona
$12.9M
3
IWA
IBEX Wealth Advisors
New Jersey
$4.61M
4
EP
Essential Planning
New Hampshire
$3.92M
5
Citadel Advisors
Citadel Advisors
Florida
$2.94M

Top Sellers

1
LPL Financial
LPL Financial
California
$43.2M
2
HighTower Advisors
HighTower Advisors
Illinois
$2.02M
3
FTUS
Flow Traders U.S.
New York
$0
4
HOWA
Heritage Oak Wealth Advisors
Florida
$0
5
SWA
Stratos Wealth Advisors
Ohio
$2.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
176
Kingsview Wealth Management
Oregon
$307K – – –
LFGO
177
Legacy Financial Group (Oklahoma)
Oklahoma
$302K – – –
PS
178
Planned Solutions
California
$301K – – –
BPA
179
Beacon Pointe Advisors
California
$299K – – –
BJL
180
Brighton Jones LLC
Washington
$298K – – –
C
181
Certuity
Florida
$294K -$20K -140 -6%
NCFG
182
New Century Financial Group
New Jersey
$290K -$13.3K -92 -4%
PWM
183
Perigon Wealth Management
California
$275K – – –
SCA
184
Sandy Cove Advisors
Massachusetts
$275K – – –
GAMC
185
Garner Asset Management Corp
Texas
$275K +$715 +5 +0.3%
GWM
186
Geneos Wealth Management
Colorado
$273K -$28.6K -200 -9%
IA
187
IFP Advisors
Florida
$265K +$286 +2 +0.1%
GWM
188
Gray Wealth Management
Maine
$263K – – –
LSPW
189
Lake Street Private Wealth
Illinois
$259K -$4.15K -29 -2%
NSAM
190
North Star Asset Management
Wisconsin
$258K – – –
GCWM
191
Guided Capital Wealth Management
Texas
$249K +$249K +1,738 New
GIA
192
Gladstone Institutional Advisory
Florida
$243K -$12.2K -85 -5%
ODIJL
193
One Day In July LLC
Vermont
$236K -$22K -154 -9%
SHFA
194
SC&H Financial Advisors
Maryland
$234K – – –
AAS
195
Avantax Advisory Services
Texas
$228K -$15.9K -111 -7%
BBA
196
BLB&B Advisors
Pennsylvania
$225K – – –
TWP
197
Tyche Wealth Partners
Texas
$225K +$3K +21 +1%
CF
198
Centaurus Financial
California
$222K -$12.9K -90 -5%
WA
199
WBH Advisory
Maryland
$215K – – –
CI
200
CPR Investments
Michigan
$211K +$211K +1,474 New
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8
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