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iShares Dow Jones US ETF

168 hedge funds and large institutions have $336M invested in iShares Dow Jones US ETF in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 136 increasing their positions, 6 reducing their positions, and 9 closing their positions.

Holders
168
Holders Change
+14
Holders Change %
+9.09%
% of All Funds
2.98%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
24
Increased
136
Reduced
6
Closed
9
Calls
Puts
$472K
Net Calls
-$472K
Net Calls Change
-$472K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$38.2M 405,021 +204,436 +102%
LPL Financial
2
LPL Financial
California
$25.2M 267,287 +133,265 +99%
Bank of America
3
Bank of America
North Carolina
$23.8M 251,904 +120,442 +92%
TA
4
Townsend & Associates
Colorado
$22.2M 235,529 +121,029 +106%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$20.6M 218,805 +112,534 +106%
SC
6
Savant Capital
Illinois
$18.3M 194,243 +92,455 +91%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$15.8M 166,985 +121,916 +271%
UBS Group
8
UBS Group
Switzerland
$13M 137,299 +59,255 +76%
Wells Fargo
9
Wells Fargo
California
$8.39M 88,937 +48,736 +121%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.72M 71,209 +33,644 +90%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$6.28M 66,543 +32,947 +98%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.4M 57,267 +26,912 +89%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$5.03M 53,317 +27,840 +109%
LWA
14
Lowe Wealth Advisors
Maryland
$4.29M 45,504 +22,168 +95%
Citadel Advisors
15
Citadel Advisors
Florida
$4.15M 43,941 +43,941 New
CA
16
Cetera Advisors
Colorado
$4.06M 43,092 +22,126 +106%
Stifel Financial
17
Stifel Financial
Missouri
$4.03M 42,685 +20,814 +95%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$3.58M 37,942 -15,895 -30%
Creative Planning
19
Creative Planning
Kansas
$3.47M 36,783 +18,384 +100%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.47M 36,781 +22,812 +163%
KAS
21
Kestra Advisory Services
Texas
$3.25M 34,582 +34,502 +43,128%
SIAP
22
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.08M 32,037 +9,221 +40%
IWA
23
IBEX Wealth Advisors
New Jersey
$2.91M 30,886 +16,215 +111%
RJA
24
Raymond James & Associates
Florida
$2.81M 29,751 +13,627 +85%
AL
25
Aspiriant LLC
California
$2.81M 29,744 +13,411 +82%