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iShares Dow Jones US ETF

188 hedge funds and large institutions have $321M invested in iShares Dow Jones US ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 66 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-9
Holders Change %
-4.57%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
40
Reduced
66
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$43M -$960K -10,398 -2%
LPL Financial
2
LPL Financial
California
$28.7M -$58.4K -632 -0.2%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$17M -$87.5K -947 -0.5%
SC
4
Savant Capital
Illinois
$16.3M -$13.9K -150 -0.1%
Osaic Holdings
5
Osaic Holdings
Arizona
$14.3M +$5.22M +56,571 +58%
UBS Group
6
UBS Group
Switzerland
$13.3M -$475K -5,146 -3%
Bank of America
7
Bank of America
North Carolina
$13.2M -$4.11M -44,495 -24%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$10.5M +$494K +5,351 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.87M -$166K -1,800 -2%
SIAP
10
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.57M +$302K +2,564 +4%
Wells Fargo
11
Wells Fargo
California
$7.5M -$51K -552 -0.7%
WS
12
Wedbush Securities
California
$5.74M +$1.15M +12,412 +25%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$4.88M -$1.39K -15 -0%
CA
14
Cetera Advisors
Colorado
$4.72M -$49.4K -535 -1%
WA
15
Wealthstar Advisors
Texas
$4.28M +$4.28M +46,345 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.9M +$2.78M +30,150 +249%
LWA
17
Lowe Wealth Advisors
Maryland
$3.8M -$65.8K -712 -2%
Creative Planning
18
Creative Planning
Kansas
$3.46M +$3.69K +40 +0.1%
RJA
19
Raymond James & Associates
Florida
$3.43M -$294K -3,181 -8%
Stifel Financial
20
Stifel Financial
Missouri
$3.25M -$647K -7,004 -17%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.98M -$186K -2,010 -6%
AL
22
Aspiriant LLC
California
$2.75M
TWC
23
TD Waterhouse Canada
Ontario, Canada
$2.71M -$9.97K -96 -0.4%
MFG
24
Merit Financial Group
Georgia
$2.63M
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.58M -$238K -2,577 -8%