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iShares Dow Jones US ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SA
201
SRH Advisors
Kansas
$207K
MSR
202
Main Street Research
Connecticut
$207K
WANY
203
Wealthspire Advisors (New York)
New York
$207K
KeyBank National Association
204
KeyBank National Association
Ohio
$204K +$204K +1,424 New
FA
205
Fagan Associates
New York
$200K +$200K +1,400 New
GRP
206
Global Retirement Partners
California
$194K +$429 +3 +0.2%
OSAM
207
O'Shaughnessy Asset Management
Connecticut
$180K
SIM
208
Synergy Investment Management
Florida
$165K +$165K +1,150 New
WTC
209
WhitTier Trust Company
Nevada
$161K
Qube Research & Technologies (QRT)
210
Qube Research & Technologies (QRT)
United Kingdom
$161K +$145K +1,016 +941%
OFG
211
Oxford Financial Group
Indiana
$153K +$429 +3 +0.3%
CPA
212
Cardiff Park Advisors
California
$114K
IF
213
Integrity Financial
Wyoming
$106K
AIC
214
Archer Investment Corporation
Indiana
$88K +$88K +615 New
AG
215
AmeriFlex Group
Nevada
$86.7K +$86.7K +588 New
NRG
216
Nemes Rush Group
Michigan
$86.1K
Q1WB
217
Quest 10 Wealth Builders
Virginia
$82K +$82K +573 New
William Blair & Company
218
William Blair & Company
Illinois
$80.7K
AF
219
Advisornet Financial
Minnesota
$68.7K
SR
220
Syntax Research
Florida
$67.5K
BSB
221
Bangor Savings Bank
Maine
$67.5K
AF
222
Allworth Financial
California
$64K -$297 -2 -0.5%
MA
223
Montag & Associates
Georgia
$62.5K
TAM
224
Townsend Asset Management
North Carolina
$57.2K
DJSG
225
D.J. St. Germain
Massachusetts
$52.1K