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iShares Dow Jones US ETF
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Overview Fund Activity

203 hedge funds and large institutions have $338M invested in iShares Dow Jones US ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 52 reducing their positions, and 8 closing their positions.

Holders
203
Holders Change
+5
Holders Change %
+2.53%
% of All Funds
3.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
43
Reduced
52
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$3.7M
2
Comerica Bank
2
Comerica Bank
Texas
$3.52M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$3.44M
4
Goldman Sachs
4
Goldman Sachs
New York
$7.92M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.95M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$3.18M
2
EWA
2
EP Wealth Advisors
California
$1.78M
3
GVAG
3
Great Valley Advisor Group
Delaware
$1.45M
4
BFS
4
Bard Financial Services
Connecticut
$0
5
Ameriprise
5
Ameriprise
Minnesota
$2.02M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$49.2M 471,286 +23,672 +5%
LPL Financial
2
LPL Financial
California
$32.1M 307,040 +7,653 +3%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$18.8M 179,536 -2,842 -2%
SC
4
Savant Capital
Illinois
$17M 162,759 -572 -0.4%
Bank of America
5
Bank of America
North Carolina
$13.6M 130,084 +8,115 +7%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$12.5M 119,673 +493 +0.4%
Wells Fargo
7
Wells Fargo
California
$10.8M 103,468 -5,891 -5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.74M 93,202 +7,252 +8%
UBS Group
9
UBS Group
Switzerland
$8.15M 78,027 -8,097 -9%
Goldman Sachs
10
Goldman Sachs
New York
$7.92M 75,831 +25,828 +52%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.93M 66,279 +2,663 +4%
WS
12
Wedbush Securities
California
$5.89M 56,362 -3,925 -7%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$4.34M 41,539 -805 -2%
Creative Planning
14
Creative Planning
Kansas
$4.26M 40,747 +74 +0.2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.95M 37,844 +24,050 +174%
LWA
16
Lowe Wealth Advisors
Maryland
$3.88M 37,120 +512 +1%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$3.7M 35,401 +35,401 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.67M 35,081 +1,385 +4%
Comerica Bank
19
Comerica Bank
Texas
$3.52M 33,712 +33,712 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$3.44M 32,967 +26,886 +442%
RJA
21
Raymond James & Associates
Florida
$3.43M 32,808 +87 +0.3%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$3.18M 28,906 -46,581 -62%
CA
23
Cetera Advisors
Colorado
$3.13M 29,967 +21 +0.1%
AL
24
Aspiriant LLC
California
$3.11M 29,744 – –
MFG
25
Merit Financial Group
Georgia
$2.97M 28,465 – –
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