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iShares Dow Jones US ETF
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Overview Fund Activity

198 hedge funds and large institutions have $344M invested in iShares Dow Jones US ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 54 reducing their positions, and 12 closing their positions.

Holders
198
Holders Change
+6
Holders Change %
+3.13%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
51
Reduced
54
Closed
12
Calls
$244K
Puts
$22K
Net Calls
+$222K
Net Calls Change
-$5K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$5.42M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$8.19M
3
Ameriprise
3
Ameriprise
Minnesota
$4.14M
4
EWA
4
EP Wealth Advisors
California
$2.07M
5
RWM
5
Ritholtz Wealth Management
New York
$1.64M

Top Sellers

1
MCC
1
Money Concepts Capital
Florida
$2.23M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.74M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.61M
4
LPL Financial
4
LPL Financial
California
$32.4M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$48.5M 447,614 +5,652 +1%
LPL Financial
2
LPL Financial
California
$32.4M 299,387 -13,477 -4%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$19.8M 182,378 -1,217 -0.7%
SC
4
Savant Capital
Illinois
$17.7M 163,331 -6,183 -4%
Bank of America
5
Bank of America
North Carolina
$13.2M 121,969 -3,225 -3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$12.9M 119,180 -997 -0.8%
Wells Fargo
7
Wells Fargo
California
$11.8M 109,359 -453 -0.4%
UBS Group
8
UBS Group
Switzerland
$9.33M 86,124 -9,064 -10%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.31M 85,950 +6,481 +8%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$8.19M 75,487 +39,239 +108%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.89M 63,616 +2,586 +4%
WS
12
Wedbush Securities
California
$6.53M 60,287 -2,213 -4%
Goldman Sachs
13
Goldman Sachs
New York
$5.42M 50,003 +45,107 +921%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$4.59M 42,344 -7,014 -14%
Creative Planning
15
Creative Planning
Kansas
$4.41M 40,673 -923 -2%
Ameriprise
16
Ameriprise
Minnesota
$4.14M 38,178 +19,493 +104%
GVAG
17
Great Valley Advisor Group
Delaware
$4.03M 37,233 -8,657 -19%
LWA
18
Lowe Wealth Advisors
Maryland
$3.97M 36,608 -270 -0.7%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.65M 33,696 -308 -0.9%
RJA
20
Raymond James & Associates
Florida
$3.54M 32,721 +1,327 +4%
CA
21
Cetera Advisors
Colorado
$3.24M 29,946 -2,987 -9%
AL
22
Aspiriant LLC
California
$3.22M 29,744 – –
MFG
23
Merit Financial Group
Georgia
$3.08M 28,465 – –
TWC
24
TD Waterhouse Canada
Ontario, Canada
$2.96M 24,775 -1,656 -6%
Citadel Advisors
25
Citadel Advisors
Florida
$2.74M 25,265 -20,761 -45%
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