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iShares Dow Jones US ETF
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Overview Fund Activity

81 hedge funds and large institutions have $171M invested in iShares Dow Jones US ETF in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 1 closing their positions.

Holders
81
Holders Change
+16
Holders Change %
+24.62%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
30
Reduced
12
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$25.6M
2
LPL Financial
2
LPL Financial
California
$10.4M
3
MC
3
Mathes Company
New York
$1.16M
4
PIA
4
Peachtree Investment Advisors
Georgia
$890K
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$954K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$6.17M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.17M
3
VKH
3
Virtu KCG Holdings
New York
$0
4
SC
4
Savant Capital
Illinois
$14.8M
5
Citigroup
5
Citigroup
New York
$122K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$34.4M 368,297 +1,175 +0.3%
Wells Fargo
2
Wells Fargo
California
$25.6M 274,240 +27,563 +11%
SC
3
Savant Capital
Illinois
$14.8M 158,687 -1,442 -0.9%
U
4
UBS
Switzerland
$13.8M 147,448 +3,481 +2%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$10.9M 117,244 +506 +0.4%
LPL Financial
6
LPL Financial
California
$10.4M 111,916 +15,907 +17%
Goldman Sachs
7
Goldman Sachs
New York
$6.82M 73,010 -349 -0.5%
Bank of America
8
Bank of America
North Carolina
$6.17M 66,126 -46,497 -41%
AAC
9
Asset Advisors Corp
Georgia
$4.77M 51,118 -100 -0.2%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$4.13M 44,236 +4,700 +12%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.42M 36,651 +6,274 +21%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.86M 30,605 +86 +0.3%
RJA
13
Raymond James & Associates
Florida
$2.55M 27,293 +2,414 +10%
UCFA
14
United Capital Financial Advisors
Texas
$2.27M 24,341 +544 +2%
SAG
15
Sterne Agee Group
Alabama
$2.2M 23,608 +3,614 +18%
Creative Planning
16
Creative Planning
Kansas
$2.01M 21,544 +1,275 +6%
Principal Financial Group
17
Principal Financial Group
Iowa
$1.41M 15,100 – –
HighTower Advisors
18
HighTower Advisors
Illinois
$1.34M 14,330 – –
TNB
19
Thomasville National Bank
Georgia
$1.28M 13,705 +3,490 +34%
BIA
20
Biondo Investment Advisors
Pennsylvania
$1.23M 13,125 +1,055 +9%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$1.17M 12,495 -17,439 -58%
MC
22
Mathes Company
New York
$1.16M 12,400 +12,400 New
WA
23
WESPAC Advisors
California
$1.07M 11,461 +1,373 +14%
PI
24
Placemark Investments
Illinois
$983K 10,522 -177 -2%
TCT
25
TIAA CREF Trust
Missouri
$972K 10,409 – –
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