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iShares Dow Jones US ETF
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Overview Fund Activity

124 hedge funds and large institutions have $228M invested in iShares Dow Jones US ETF in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 27 increasing their positions, 40 reducing their positions, and 13 closing their positions.

Holders
124
Holders Change
+12
Holders Change %
+10.71%
% of All Funds
2.82%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
27
Reduced
40
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KM
1
Kalos Management
Georgia
$1.81M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.94M
3
APA
3
American Portfolios Advisors
New York
$898K
4
Morgan Stanley
4
Morgan Stanley
New York
$29.9M
5
BA
5
Ballew Advisors
Mississippi
$704K

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$2.24M
2
BIA
2
Biondo Investment Advisors
Pennsylvania
$0
3
Wells Fargo
3
Wells Fargo
California
$11.8M
4
AIA
4
Allegis Investment Advisors
Idaho
$728K
5
IWA
5
IBEX Wealth Advisors
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$29.9M 223,924 +6,707 +3%
Bank of America
2
Bank of America
North Carolina
$19.4M 145,368 +4,940 +4%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$18.8M 140,472 -2,158 -2%
SC
4
Savant Capital
Illinois
$17M 127,373 -1,325 -1%
LPL Financial
5
LPL Financial
California
$16.8M 125,677 +1,806 +1%
UBS Group
6
UBS Group
Switzerland
$12.7M 95,188 -4,263 -4%
Wells Fargo
7
Wells Fargo
California
$11.8M 88,409 -16,937 -16%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.98M 52,262 +4,094 +8%
LWA
9
Lowe Wealth Advisors
Maryland
$6.85M 51,271 +267 +0.5%
AAC
10
Asset Advisors Corp
Georgia
$6M 44,889 – –
Stifel Financial
11
Stifel Financial
Missouri
$5.44M 40,675 -336 -0.8%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$4.67M 34,929 -64 -0.2%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$4.44M 33,209 +5,240 +19%
WAM
14
Watermark Asset Management
California
$3.92M 29,330 +188 +0.6%
FHC
15
First Heartland Consultants
Missouri
$3.01M 22,552 +973 +5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.78M 20,802 +446 +2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.7M 20,219 -1,076 -5%
Creative Planning
18
Creative Planning
Kansas
$2.55M 19,094 +247 +1%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$2.45M 18,326 -1,862 -9%
TH
20
Timber Hill
Connecticut
$2.38M 17,845 -218 -1%
CA
21
Cetera Advisors
Colorado
$2.28M 17,057 +657 +4%
CS
22
Credit Suisse
Switzerland
$2.24M 16,772 -277,948 -94%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.94M 14,507 +6,947 +92%
TNB
24
Thomasville National Bank
Georgia
$1.9M 14,216 +230 +2%
KM
25
Kalos Management
Georgia
$1.81M 13,562 +13,562 New
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