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iShares Dow Jones US ETF
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Overview Fund Activity

189 hedge funds and large institutions have $284M invested in iShares Dow Jones US ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 16 closing their positions.

Holders
189
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
43
Reduced
50
Closed
16
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
-$6K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$6.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.41M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$14.2M
4
OIA
4
OneDigital Investment Advisors
Kansas
$656K
5
Mariner
5
Mariner
Kansas
$528K

Top Sellers

1
SIAP
1
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$0
2
WA
2
Wealthstar Advisors
Texas
$0
3
UBS Group
3
UBS Group
Switzerland
$10.3M
4
CAM
4
Cresset Asset Management
Illinois
$0
5
IWA
5
IBEX Wealth Advisors
New Jersey
$263K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$39.6M -$1.28M -14,595 -3%
LPL Financial
2
LPL Financial
California
$25.9M -$1.32M -15,100 -5%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$16.1M -$94.8K -1,081 -0.6%
SC
4
Savant Capital
Illinois
$15.3M -$199K -2,271 -1%
Osaic Holdings
5
Osaic Holdings
Arizona
$14.2M +$690K +7,864 +5%
Bank of America
6
Bank of America
North Carolina
$11.6M -$966K -11,013 -8%
UBS Group
7
UBS Group
Switzerland
$10.3M -$2.34M -26,664 -19%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$10.2M +$255K +2,906 +3%
Wells Fargo
9
Wells Fargo
California
$7.1M -$15.8K -180 -0.2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.55M -$926K -10,559 -12%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$6.3M +$2.59M +29,568 +70%
WS
12
Wedbush Securities
California
$5.5M +$52.9K +603 +1%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$4.58M -$58.8K -670 -1%
CA
14
Cetera Advisors
Colorado
$4.58M +$98K +1,118 +2%
LWA
15
Lowe Wealth Advisors
Maryland
$3.42M -$192K -2,190 -5%
Creative Planning
16
Creative Planning
Kansas
$3.33M +$36.5K +416 +1%
RJA
17
Raymond James & Associates
Florida
$3.3M +$49.4K +563 +2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.79M -$40.3K -459 -1%
TA
19
Townsend & Associates
Colorado
$2.73M +$263K +2,818 +11%
TWC
20
TD Waterhouse Canada
Ontario, Canada
$2.67M +$9.5K +93 +0.4%
AL
21
Aspiriant LLC
California
$2.61M – – –
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.53M +$79.4K +905 +3%
MFG
23
Merit Financial Group
Georgia
$2.5M – – –
Citadel Advisors
24
Citadel Advisors
Florida
$2.41M +$2.41M +27,481 New
PAG
25
Private Advisor Group
New Jersey
$2.35M – – –
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