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iShares Dow Jones US ETF
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Overview Fund Activity

222 hedge funds and large institutions have $446M invested in iShares Dow Jones US ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+5
Holders Change %
+2.3%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
60
Reduced
60
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$5.52M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$5.72M
3
HighTower Advisors
HighTower Advisors
Illinois
$4.86M
4
GM
GeoWealth Management
Illinois
$2.79M
5
SFS
Sharp Financial Services
Pennsylvania
$15.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$58.7M
2
Goldman Sachs
Goldman Sachs
New York
$0
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$3.46M
4
Ameriprise
Ameriprise
Minnesota
$2.41M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$58.7M -$61.6M -480,699 -51%
LPL Financial
2
LPL Financial
California
$40.5M +$205K +1,600 +0.5%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$28.2M +$1M +7,819 +4%
SC
4
Savant Capital
Illinois
$21M -$96.8K -756 -0.5%
Bank of America
5
Bank of America
North Carolina
$16.8M -$501K -3,909 -3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$15.9M +$314K +2,455 +2%
SFS
7
Sharp Financial Services
Pennsylvania
$15.2M +$1.31M +10,265 +10%
Wells Fargo
8
Wells Fargo
California
$14.2M +$646K +5,040 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$12.4M +$489K +3,816 +4%
UBS Group
10
UBS Group
Switzerland
$8.46M -$115K -897 -1%
Osaic Holdings
11
Osaic Holdings
Arizona
$8.09M -$108K -846 -1%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$6.3M +$57.3K +447 +0.9%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$5.72M +$5.23M +40,851 +1,067%
Citadel Advisors
14
Citadel Advisors
Florida
$5.52M +$5.52M +43,072 New
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$5.11M +$506K +3,948 +11%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.11M +$699K +5,455 +16%
Creative Planning
17
Creative Planning
Kansas
$5.06M -$117K -917 -2%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$4.9M -$265K -2,071 -5%
HighTower Advisors
19
HighTower Advisors
Illinois
$4.86M +$2.7M +21,064 +125%
WS
20
Wedbush Securities
California
$4.85M -$211K -1,645 -4%
LWA
21
Lowe Wealth Advisors
Maryland
$4.63M -$53.5K -418 -1%
RJA
22
Raymond James & Associates
Florida
$4.55M -$38.6K -301 -0.8%
Comerica Bank
23
Comerica Bank
Texas
$4.32M -$12.8K -100 -0.3%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$4.15M +$256 +2 +0%
TWC
25
TD Waterhouse Canada
Ontario, Canada
$4.11M +$363K +2,541 +10%
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