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iShares Dow Jones US ETF

197 hedge funds and large institutions have $390M invested in iShares Dow Jones US ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 79 reducing their positions, and 22 closing their positions.

Holders
197
Holders Change
-14
Holders Change %
-6.64%
% 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
12
Increased
39
Reduced
79
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$53M 476,334 -1,468 -0.3%
LPL Financial
2
LPL Financial
California
$34.6M 311,004 -1,310 -0.4%
Bank of America
3
Bank of America
North Carolina
$20.9M 187,724 -7,203 -4%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$20.7M 185,438 -2,489 -1%
SC
5
Savant Capital
Illinois
$19.6M 176,410 -1,403 -0.8%
UBS Group
6
UBS Group
Switzerland
$16.6M 149,258 +1,755 +1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$12.1M 108,516 +1,746 +2%
Osaic Holdings
8
Osaic Holdings
Arizona
$10.9M 97,746 +32,507 +50%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.69M 87,037 +2,619 +3%
Wells Fargo
10
Wells Fargo
California
$9.1M 81,736 -9,559 -10%
SIAP
11
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.91M 61,740 +3,376 +6%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$5.89M 52,874 -7,181 -12%
CA
13
Cetera Advisors
Colorado
$5.75M 51,596 +8,636 +20%
WS
14
Wedbush Securities
California
$5.54M 49,713 +7,363 +17%
Stifel Financial
15
Stifel Financial
Missouri
$4.7M 42,172 -23 -0.1%
LWA
16
Lowe Wealth Advisors
Maryland
$4.67M 41,894 -711 -2%
RJA
17
Raymond James & Associates
Florida
$4.49M 40,286 -4,617 -10%
Creative Planning
18
Creative Planning
Kansas
$4.17M 37,470 +123 +0.3%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$3.86M 33,828 -908 -3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.81M 34,235 -19,364 -36%
IWA
21
IBEX Wealth Advisors
New Jersey
$3.49M 31,378 -2,829 -8%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.39M 30,474 +2,110 +7%
AL
23
Aspiriant LLC
California
$3.31M 29,744
TWC
24
TD Waterhouse Canada
Ontario, Canada
$3.22M 26,185 +2,441 +10%
MFG
25
Merit Financial Group
Georgia
$3.17M 28,465