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iShares Dow Jones US ETF
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Overview Fund Activity

191 hedge funds and large institutions have $331M invested in iShares Dow Jones US ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 15 closing their positions.

Holders
191
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.08%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
54
Reduced
44
Closed
15
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$7K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$20.1M
2
GVAG
2
Great Valley Advisor Group
Delaware
$5.48M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$11.5M
5
FC
5
Financial Consulate
Maryland
$4.07M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.18M
2
TA
2
Townsend & Associates
Colorado
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CA
4
Cetera Advisors
Colorado
$3.05M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.34M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$44.9M 480,062 +28,721 +6%
LPL Financial
2
LPL Financial
California
$28.5M 304,492 +9,220 +3%
Bank of America
3
Bank of America
North Carolina
$20.1M 215,536 +83,320 +63%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$17.3M 184,828 +1,418 +0.8%
SC
5
Savant Capital
Illinois
$16M 171,572 -2,417 -1%
Osaic Holdings
6
Osaic Holdings
Arizona
$15.4M 164,985 +2,804 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$11.5M 123,582 +48,904 +65%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$11M 117,963 +1,190 +1%
UBS Group
9
UBS Group
Switzerland
$10.7M 114,198 -3,250 -3%
Wells Fargo
10
Wells Fargo
California
$10.5M 112,808 +31,804 +39%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$5.5M 58,815 +49,408 +525%
WS
12
Wedbush Securities
California
$5.49M 58,763 -3,965 -6%
GVAG
13
Great Valley Advisor Group
Delaware
$5.48M 58,603 +53,826 +1,127%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$4.69M 50,187 -2,002 -4%
FC
15
Financial Consulate
Maryland
$4.07M 43,500 +43,500 New
Creative Planning
16
Creative Planning
Kansas
$3.71M 39,726 +1,800 +5%
LWA
17
Lowe Wealth Advisors
Maryland
$3.55M 38,013 -979 -3%
CA
18
Cetera Advisors
Colorado
$3.05M 32,634 -19,545 -37%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$3.01M 32,146 -2,548 -7%
RJA
20
Raymond James & Associates
Florida
$3M 32,091 -5,577 -15%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.97M 31,775 +2,973 +10%
AL
22
Aspiriant LLC
California
$2.78M 29,744 – –
TWC
23
TD Waterhouse Canada
Ontario, Canada
$2.78M 26,230 +48 +0.2%
MFG
24
Merit Financial Group
Georgia
$2.66M 28,465 – –
Ameriprise
25
Ameriprise
Minnesota
$2.63M 28,515 +22,099 +344%
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