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iShares Dow Jones US ETF

217 hedge funds and large institutions have $452M invested in iShares Dow Jones US ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+14
Holders Change %
+6.9%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
25
Increased
71
Reduced
50
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
201
AssetMark Inc
California
$20K -$13.3K -114 -40%
ME
202
McIlrath & Eck
Washington
$19K
WFA
203
West Financial Advisors
Iowa
$18.6K
FHA
204
First Horizon Advisors
Tennessee
$15.8K
CFD
205
Creative Financial Designs
Indiana
$15.1K +$1.05K +9 +7%
HWM
206
HighMark Wealth Management
Minnesota
$13.3K +$117 +1 +0.9%
DSC
207
Duncker Streett & Co
Missouri
$11.7K
GI
208
GAMMA Investing
California
$7.79K +$7.79K +66 New
DF
209
Dunhill Financial
United Kingdom
$7.31K +$7.31K +63 New
CTB
210
Country Trust Bank
Illinois
$6.29K
CQS
211
Credential Qtrade Securities
$5.36K
HI
212
Harbour Investments
Wisconsin
$4.66K
SWA
213
SOA Wealth Advisors
New York
$4.43K
GFPC
214
Global Financial Private Client
Florida
$3.5K
HGERS
215
Householder Group Estate & Retirement Specialist
Arizona
$3K
TFA
216
Transamerica Financial Advisors
Florida
$1K -$250 -1 -20%
TRCT
217
Tower Research Capital (TRC)
New York
$350 +$117 +1 +50%
Citadel Advisors
218
Citadel Advisors
Florida
-$2.29M -21,928 Closed
PCA
219
Prosperity Capital Advisors
Ohio
-$757K -7,243 Closed
WAP
220
Wealthcare Advisory Partners
Pennsylvania
-$268K -2,562 Closed
G
221
GenTrust
Florida
-$210K -2,000 Closed
AWM
222
Avondale Wealth Management
Texas
-$93.3K -893 Closed
CSPIA
223
Cary Street Partners Investment Advisory
Virginia
-$53.9K -516 Closed
CG
224
Cutler Group
California
-$31K -300 Closed
FIA
225
FNY Investment Advisers
New York
-$31K -300 Closed