IYY icon

iShares Dow Jones US ETF

154 hedge funds and large institutions have $285M invested in iShares Dow Jones US ETF in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 56 reducing their positions, and 11 closing their positions.

Holders
154
Holders Change
+8
Holders Change %
+5.48%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
32
Reduced
56
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$33.4M 200,585 -11,040 -5%
LPL Financial
2
LPL Financial
California
$22.3M 134,022 -1,208 -0.9%
Bank of America
3
Bank of America
North Carolina
$21.9M 131,462 +2,633 +2%
TA
4
Townsend & Associates
Colorado
$19.8M 114,500 +21,782 +23%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$17.7M 106,271 -542 -0.5%
SC
6
Savant Capital
Illinois
$17M 101,788 -2,083 -2%
UBS Group
7
UBS Group
Switzerland
$13M 78,044 -4,037 -5%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$8.97M 53,837 +36,681 +214%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$7.51M 45,069 +2,514 +6%
Wells Fargo
10
Wells Fargo
California
$6.7M 40,201 -1,425 -3%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.26M 37,565 +2,788 +8%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$5.64M 33,596 -653 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.06M 30,355 -1,800 -6%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.25M 25,477 +1,486 +6%
LWA
15
Lowe Wealth Advisors
Maryland
$3.89M 23,336 -10,415 -31%
Stifel Financial
16
Stifel Financial
Missouri
$3.65M 21,871 +270 +1%
CA
17
Cetera Advisors
Colorado
$3.49M 20,966 -6,098 -23%
Creative Planning
18
Creative Planning
Kansas
$3.07M 18,399 -277 -1%
AL
19
Aspiriant LLC
California
$2.72M 16,333 -2,541 -13%
RJA
20
Raymond James & Associates
Florida
$2.69M 16,124 +493 +3%
IWA
21
IBEX Wealth Advisors
New Jersey
$2.45M 14,671 -1,360 -8%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.33M 13,969 +378 +3%
EWA
23
EP Wealth Advisors
California
$2.29M 13,756 -467 -3%
AAIM
24
Asset Advisors Investment Management
Georgia
$2.15M 12,900 -100 -0.8%
PAG
25
Private Advisor Group
New Jersey
$2.14M 13,635 -299 -2%