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iShares Dow Jones US ETF

146 hedge funds and large institutions have $265M invested in iShares Dow Jones US ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 49 reducing their positions, and 20 closing their positions.

Holders
146
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
19
Increased
38
Reduced
49
Closed
20
Calls
Puts
$44K
Net Calls
-$44K
Net Calls Change
-$44K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$32.4M 211,625 -14,729 -7%
LPL Financial
2
LPL Financial
California
$20.7M 135,230 -1,200 -0.9%
Bank of America
3
Bank of America
North Carolina
$19.7M 128,829 -8,842 -6%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$16.3M 106,813 -4,115 -4%
SC
5
Savant Capital
Illinois
$15.9M 103,871 -1,672 -2%
TA
6
Townsend & Associates
Colorado
$14.2M 92,718 +92,718 New
UBS Group
7
UBS Group
Switzerland
$12.6M 82,081 -9,489 -10%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.51M 42,555 +3,207 +8%
Wells Fargo
9
Wells Fargo
California
$6.37M 41,626 -3,642 -8%
Osaic Holdings
10
Osaic Holdings
Arizona
$5.32M 34,777 -10,259 -23%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$5.27M 34,249 +1,519 +5%
LWA
12
Lowe Wealth Advisors
Maryland
$5.17M 33,751 -1,124 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.92M 32,155 +5,401 +20%
CA
14
Cetera Advisors
Colorado
$4.14M 27,064 -1,221 -4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.67M 23,991 +3,632 +18%
HighTower Advisors
16
HighTower Advisors
Illinois
$3.61M 23,616 -2,230 -9%
Stifel Financial
17
Stifel Financial
Missouri
$3.31M 21,601 -2,562 -11%
AL
18
Aspiriant LLC
California
$2.89M 18,874
Creative Planning
19
Creative Planning
Kansas
$2.86M 18,676 -306 -2%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.63M 17,156 +13,839 +417%
IWA
21
IBEX Wealth Advisors
New Jersey
$2.45M 16,031 +16,031 New
RJA
22
Raymond James & Associates
Florida
$2.39M 15,631 -1,161 -7%
TW
23
TrinityPoint Wealth
Connecticut
$2.39M 15,603 -272 -2%
UCFA
24
United Capital Financial Advisors
Texas
$2.23M 14,560 +52 +0.4%
EWA
25
EP Wealth Advisors
California
$2.18M 14,223 -1,064 -7%