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iShares Dow Jones US ETF
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Overview Fund Activity

192 hedge funds and large institutions have $301M invested in iShares Dow Jones US ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 60 reducing their positions, and 13 closing their positions.

Holders
192
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
3.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
38
Reduced
60
Closed
13
Calls
$293K
Puts
$66K
Net Calls
+$227K
Net Calls Change
+$226K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.61M
2
MCC
2
Money Concepts Capital
Florida
$2.17M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.12M
4
LPL Financial
4
LPL Financial
California
$31.3M
5
CG
5
Cutler Group
California
$493K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$6.11M
2
Bank of America
2
Bank of America
North Carolina
$12.5M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$724K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.95M
5
FC
5
Financial Consulate
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$44.2M 441,962 -38,100 -8%
LPL Financial
2
LPL Financial
California
$31.3M 312,864 +8,372 +3%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$18.4M 183,595 -1,233 -0.7%
SC
4
Savant Capital
Illinois
$17M 169,514 -2,058 -1%
Bank of America
5
Bank of America
North Carolina
$12.5M 125,194 -90,342 -42%
Wells Fargo
6
Wells Fargo
California
$11M 109,812 -2,996 -3%
UBS Group
7
UBS Group
Switzerland
$9.53M 95,188 -19,010 -17%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.95M 79,469 -44,113 -36%
WS
9
Wedbush Securities
California
$6.25M 62,500 +3,737 +6%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.11M 61,030 -103,955 -63%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$4.94M 49,358 -829 -2%
Citadel Advisors
12
Citadel Advisors
Florida
$4.61M 46,026 +46,026 New
GVAG
13
Great Valley Advisor Group
Delaware
$4.59M 45,890 -12,713 -22%
Creative Planning
14
Creative Planning
Kansas
$4.16M 41,596 +1,870 +5%
LWA
15
Lowe Wealth Advisors
Maryland
$3.69M 36,878 -1,135 -3%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$3.63M 36,248 +4,102 +13%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.4M 34,004 +2,229 +7%
CA
18
Cetera Advisors
Colorado
$3.3M 32,933 +299 +0.9%
RJA
19
Raymond James & Associates
Florida
$3.14M 31,394 -697 -2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.12M 31,222 +16,931 +118%
TWC
21
TD Waterhouse Canada
Ontario, Canada
$2.98M 26,431 +201 +0.8%
AL
22
Aspiriant LLC
California
$2.98M 29,744 – –
MFG
23
Merit Financial Group
Georgia
$2.85M 28,465 – –
AAIM
24
Asset Advisors Investment Management
Georgia
$2.47M 24,700 -200 -0.8%
PAG
25
Private Advisor Group
New Jersey
$2.41M 24,059 -2,580 -10%
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