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iShares Dow Jones US ETF
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Overview Fund Activity

131 hedge funds and large institutions have $227M invested in iShares Dow Jones US ETF in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+7
Holders Change %
+5.65%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
30
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.32M
2
AL
Aspiriant LLC
California
+$2.64M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.75M
4
CS
Credit Suisse
Switzerland
+$1.61M
5
IWA
IBEX Wealth Advisors
New Jersey
+$1.56M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.8M
2
TH
Timber Hill
Connecticut
-$1.91M
3
KM
Kalos Management
Georgia
-$1.81M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.54M
5
PAG
Private Advisor Group
New Jersey
-$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22.8M -$6.8M -102,876 -23%
Bank of America
2
Bank of America
North Carolina
$18.6M -$607K -9,186 -3%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$18.3M -$210K -3,174 -1%
LPL Financial
4
LPL Financial
California
$17.7M +$1.14M +17,312 +7%
SC
5
Savant Capital
Illinois
$16.6M -$279K -4,216 -2%
UBS Group
6
UBS Group
Switzerland
$12.3M -$278K -4,212 -2%
Wells Fargo
7
Wells Fargo
California
$11.5M -$143K -2,160 -1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.79M -$112K -1,688 -2%
LWA
9
Lowe Wealth Advisors
Maryland
$6.79M +$10.7K +162 +0.2%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$6.74M +$4.32M +65,332 +178%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$6.14M +$1.75M +26,510 +40%
AAC
12
Asset Advisors Corp
Georgia
$5.92M -$13.2K -200 -0.2%
Stifel Financial
13
Stifel Financial
Missouri
$5.29M -$74.8K -1,134 -1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$4.6M -$10.3K -156 -0.2%
CS
15
Credit Suisse
Switzerland
$3.82M +$1.61M +24,350 +73%
WAM
16
Watermark Asset Management
California
$3.7M -$178K -2,700 -5%
FHC
17
First Heartland Consultants
Missouri
$3.14M +$156K +2,360 +5%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.71M +$38.3K +580 +1%
AL
19
Aspiriant LLC
California
$2.64M +$2.64M +40,000 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.64M -$111K -1,680 -4%
Creative Planning
21
Creative Planning
Kansas
$2.52M -$1.72K -26 -0.1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.33M +$409K +6,198 +21%
CA
23
Cetera Advisors
Colorado
$2.25M +$660 +10 +0%
TNB
24
Thomasville National Bank
Georgia
$1.6M -$274K -4,154 -15%
IWA
25
IBEX Wealth Advisors
New Jersey
$1.56M +$1.56M +24,196 New
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