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iShares Dow Jones US ETF
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Overview Fund Activity

219 hedge funds and large institutions have $447M invested in iShares Dow Jones US ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
-3
Holders Change %
-1.35%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
55
Reduced
63
Closed
14
Calls
$860K
Puts
$40K
Net Calls
+$820K
Net Calls Change
+$820K

Top Buyers

1
KWM
1
Kingsview Wealth Management
Oregon
$3.24M
2
LPL Financial
2
LPL Financial
California
$43.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.48M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$6.42M
5
SWA
5
Stratos Wealth Advisors
Ohio
$2.71M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.92M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$26.3M
3
GM
3
GeoWealth Management
Illinois
$0
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$3.14M
5
TWC
5
TD Waterhouse Canada
Ontario, Canada
$2.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
201
Private Capital Management (Colorado)
Colorado
$29.3K – – –
GWS
202
Glassman Wealth Services
Virginia
$26.5K – – –
SIM
203
Studio Investment Management
Illinois
$24K +$24K +181 New
ME
204
McIlrath & Eck
Washington
$21.6K – – –
WFA
205
West Financial Advisors
Iowa
$21.2K – – –
EWM
206
EPG Wealth Management
Georgia
$20.5K -$19.8K -154 Closed
Qube Research & Technologies (QRT)
207
Qube Research & Technologies (QRT)
United Kingdom
$19.5K -$60.9K -460 -76%
FHA
208
First Horizon Advisors
Tennessee
$18K – – –
CFD
209
Creative Financial Designs
Indiana
$17.2K – – –
HWM
210
HighMark Wealth Management
Minnesota
$15.2K +$132 +1 +0.9%
DSC
211
Duncker Streett & Co
Missouri
$13.2K – – –
GI
212
GAMMA Investing
California
$8.73K – – –
DF
213
Dunhill Financial
United Kingdom
$8.3K – – –
AF
214
Aviso Financial
Ontario, Canada
$6.61K +$6.61K +50 New
HI
215
Harbour Investments
Wisconsin
$5.29K – – –
SWA
216
SOA Wealth Advisors
New York
$5.03K – – –
HGERS
217
Householder Group Estate & Retirement Specialist
Arizona
$4K – – –
GFPC
218
Global Financial Private Client
Florida
$3.97K – – –
PTC
219
Private Trust Company
Ohio
$3.31K – – –
FHC
220
First Heartland Consultants
Missouri
$3.09K -$34 -256 -1%
TFA
221
Transamerica Financial Advisors
Florida
$1K – – –
GM
222
GeoWealth Management
Illinois
– -$2.79M -21,806 Closed
CIC
223
Carnegie Investment Counsel
Ohio
– -$1.2M -9,382 Closed
BRWA
224
B. Riley Wealth Advisors
Florida
– -$760K -7,245 Closed
FAG
225
Fortitude Advisory Group
Washington
– -$571K -4,454 Closed
6 7 8
9
10