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iShares Dow Jones US ETF
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Overview Fund Activity

222 hedge funds and large institutions have $446M invested in iShares Dow Jones US ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+5
Holders Change %
+2.3%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
60
Reduced
60
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$5.52M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.23M
3
HighTower Advisors
HighTower Advisors
Illinois
+$2.7M
4
GM
GeoWealth Management
Illinois
+$2.52M
5
SFS
Sharp Financial Services
Pennsylvania
+$1.31M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$61.6M
2
Goldman Sachs
Goldman Sachs
New York
-$6.18M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.72M
4
Ameriprise
Ameriprise
Minnesota
-$1.11M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSG
201
Main Street Group
Virginia
$31.4K -$1.28K -10 -4%
PCMC
202
Private Capital Management (Colorado)
Colorado
$28.3K +$128 +1 +0.5%
GWS
203
Glassman Wealth Services
Virginia
$25.6K – – –
RG
204
Retirement Group
California
$23.7K – – –
ME
205
McIlrath & Eck
Washington
$20.9K – – –
WFA
206
West Financial Advisors
Iowa
$20.5K – – –
EWM
207
EPG Wealth Management
Georgia
$19.8K -$12.8K -100 -39%
FHA
208
First Horizon Advisors
Tennessee
$17.4K – – –
CFD
209
Creative Financial Designs
Indiana
$16.7K – – –
HWM
210
HighMark Wealth Management
Minnesota
$14.7K – – –
DSC
211
Duncker Streett & Co
Missouri
$12.8K – – –
S
212
SignatureFD
Georgia
$11.5K +$11.5K +90 New
GI
213
GAMMA Investing
California
$8.45K – – –
DF
214
Dunhill Financial
United Kingdom
$8.03K – – –
CTB
215
Country Trust Bank
Illinois
$6.92K – – –
CQS
216
Credential Qtrade Securities
$6.41K +$513 +4 +9%
HI
217
Harbour Investments
Wisconsin
$5.12K – – –
SWA
218
SOA Wealth Advisors
New York
$4.87K – – –
HGERS
219
Householder Group Estate & Retirement Specialist
Arizona
$4.23K – – –
GFPC
220
Global Financial Private Client
Florida
$3.83K – – –
PTC
221
Private Trust Company
Ohio
$3.2K +$3.2K +25 New
TFA
222
Transamerica Financial Advisors
Florida
$1K – – –
TRCT
223
Tower Research Capital (TRC)
New York
$256 -$128 -1 -33%
Goldman Sachs
224
Goldman Sachs
New York
– -$6.18M -53,011 Closed
Schroder Investment Management Group
225
Schroder Investment Management Group
United Kingdom
– -$1.01M -8,700 Closed
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