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iShares Dow Jones US ETF

147 hedge funds and large institutions have $234M invested in iShares Dow Jones US ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 50 reducing their positions, and 26 closing their positions.

Holders
147
Holders Change
-13
Holders Change %
-8.13%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
33
Reduced
50
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$28.6M 226,354 +22,726 +11%
CS
2
Credit Suisse
Switzerland
$25.2M 200,000 +33,229 +20%
Bank of America
3
Bank of America
North Carolina
$17.4M 137,671 -26,560 -16%
LPL Financial
4
LPL Financial
California
$17.2M 136,430 +5,463 +4%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$14M 110,928 -7,380 -6%
SC
6
Savant Capital
Illinois
$13.3M 105,543 -6,705 -6%
UBS Group
7
UBS Group
Switzerland
$11.6M 91,570 -6,003 -6%
Wells Fargo
8
Wells Fargo
California
$5.71M 45,268 -20,092 -31%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.96M 39,348 +1,498 +4%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.69M 45,036 +45,036 New
LWA
11
Lowe Wealth Advisors
Maryland
$4.4M 34,875 -2,934 -8%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$3.95M 32,730 +194 +0.6%
CA
13
Cetera Advisors
Colorado
$3.57M 28,285 +7,709 +37%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.38M 26,754 -15,185 -36%
HighTower Advisors
15
HighTower Advisors
Illinois
$3.31M 25,846 +19,985 +341%
Stifel Financial
16
Stifel Financial
Missouri
$3.05M 24,163 -614 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.57M 20,359 -37,832 -65%
FHC
18
First Heartland Consultants
Missouri
$2.41M 19,067 -2,153 -10%
Creative Planning
19
Creative Planning
Kansas
$2.4M 18,982 -123 -0.6%
AL
20
Aspiriant LLC
California
$2.38M 18,874
RJA
21
Raymond James & Associates
Florida
$2.12M 16,792 -3,145 -16%
TW
22
TrinityPoint Wealth
Connecticut
$2M 15,875 -131 -0.8%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.97M 15,593 -3,801 -20%
EWA
24
EP Wealth Advisors
California
$1.93M 15,287 +6,093 +66%
UCFA
25
United Capital Financial Advisors
Texas
$1.83M 14,508 -247 -2%