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iShares Dow Jones US ETF

174 hedge funds and large institutions have $340M invested in iShares Dow Jones US ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 61 reducing their positions, and 7 closing their positions.

Holders
174
Holders Change
+6
Holders Change %
+3.57%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
36
Reduced
61
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$43.3M 433,656 +28,635 +7%
LPL Financial
2
LPL Financial
California
$28.6M 286,525 +19,238 +7%
Bank of America
3
Bank of America
North Carolina
$25.7M 257,757 +5,853 +2%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$19.4M 194,536 -24,269 -11%
SC
5
Savant Capital
Illinois
$18.7M 186,776 -7,467 -4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$16.3M 162,934 -4,051 -2%
UBS Group
7
UBS Group
Switzerland
$14.1M 141,364 +4,065 +3%
Wells Fargo
8
Wells Fargo
California
$10.8M 108,289 +19,352 +22%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$10.5M 105,615 +48,348 +84%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.96M 69,661 -1,548 -2%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$6.26M 62,717 -3,826 -6%
SIAP
12
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.37M 47,076 +15,039 +47%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$5.2M 52,066 -1,251 -2%
LWA
14
Lowe Wealth Advisors
Maryland
$4.51M 45,202 -302 -0.7%
Stifel Financial
15
Stifel Financial
Missouri
$4.39M 43,972 +1,287 +3%
CA
16
Cetera Advisors
Colorado
$4.27M 42,726 -366 -0.8%
Creative Planning
17
Creative Planning
Kansas
$3.69M 36,968 +185 +0.5%
RJA
18
Raymond James & Associates
Florida
$3.17M 31,744 +1,993 +7%
IWA
19
IBEX Wealth Advisors
New Jersey
$3.14M 31,473 +587 +2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.1M 31,045 -5,736 -16%
AL
21
Aspiriant LLC
California
$2.97M 29,744
Citadel Advisors
22
Citadel Advisors
Florida
$2.8M 28,065 -15,876 -36%
EWA
23
EP Wealth Advisors
California
$2.75M 27,495 -17 -0.1%
AAIM
24
Asset Advisors Investment Management
Georgia
$2.67M 25,800
PAG
25
Private Advisor Group
New Jersey
$2.51M 25,149 -540 -2%