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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 %
BAM
201
Belpointe Asset Management
Nevada
– -$869K -8,685 Closed
CWA
202
Core Wealth Advisors
Florida
– -$747K -7,468 Closed
WPC
203
Wedmont Private Capital
Pennsylvania
– -$211K -2,115 Closed
LWA
204
Lineweaver Wealth Advisors
Ohio
– -$204K -2,038 Closed
CA
205
Clearstead Advisors
Ohio
– -$94.6K -945 Closed
CSPAM
206
Cary Street Partners Asset Management
Virginia
– -$51.6K -516 Closed
AAS
207
Ameritas Advisory Services
Nebraska
– -$35.5K -354 Closed
OLVIG
208
Oliver Lagore Vanvalin Investment Group
Michigan
– -$30K -300 Closed
ASN
209
Advisory Services Network
Georgia
– -$26.1K -261 Closed
TWA
210
TCI Wealth Advisors
Arizona
– -$18.8K -188 Closed
MA
211
MCF Advisors
Kentucky
– -$2.4K -24 Closed
5 6 7 8
9