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iShares Dow Jones US ETF

217 hedge funds and large institutions have $452M invested in iShares Dow Jones US ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 10 closing their positions.

Holders
217
Holders Change
+14
Holders Change %
+6.9%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
25
Increased
71
Reduced
50
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$109M 939,130 +467,844 +99%
LPL Financial
2
LPL Financial
California
$36.7M 314,577 +7,537 +2%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$24.7M 212,135 +32,599 +18%
SC
4
Savant Capital
Illinois
$19.2M 165,085 +2,326 +1%
Bank of America
5
Bank of America
North Carolina
$15.8M 135,297 +5,213 +4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$14.2M 121,824 +2,151 +2%
SFS
7
Sharp Financial Services
Pennsylvania
$12.6M 108,018 +108,018 New
Wells Fargo
8
Wells Fargo
California
$12.3M 105,776 +2,308 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$10.8M 92,809 -393 -0.4%
UBS Group
10
UBS Group
Switzerland
$7.8M 66,972 -11,055 -14%
Osaic Holdings
11
Osaic Holdings
Arizona
$7.46M 64,005 -2,274 -3%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$6.55M 55,962 +27,056 +94%
Goldman Sachs
13
Goldman Sachs
New York
$6.18M 53,011 -22,820 -30%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$5.68M 48,769 +10,925 +29%
Creative Planning
15
Creative Planning
Kansas
$4.71M 40,453 -294 -0.7%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$4.7M 40,358 -1,181 -3%
WS
17
Wedbush Securities
California
$4.6M 39,506 -16,856 -30%
LWA
18
Lowe Wealth Advisors
Maryland
$4.26M 36,576 -544 -1%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$4.19M 35,925 +524 +1%
RJA
20
Raymond James & Associates
Florida
$4.18M 35,859 +3,051 +9%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$4.01M 34,416 -665 -2%
Comerica Bank
22
Comerica Bank
Texas
$3.94M 33,845 +133 +0.4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$3.78M 32,431 -536 -2%
CA
24
Cetera Advisors
Colorado
$3.51M 30,157 +190 +0.6%
AL
25
Aspiriant LLC
California
$3.47M 29,744