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iShares Dow Jones US ETF
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Overview Fund Activity

219 hedge funds and large institutions have $447M invested in iShares Dow Jones US ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 14 closing their positions.

Holders
219
Holders Change
-3
Holders Change %
-1.35%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
55
Reduced
63
Closed
14
Calls
$860K
Puts
$40K
Net Calls
+$820K
Net Calls Change
+$820K

Top Buyers

1
KWM
1
Kingsview Wealth Management
Oregon
$3.24M
2
LPL Financial
2
LPL Financial
California
$43.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.48M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$6.42M
5
SWA
5
Stratos Wealth Advisors
Ohio
$2.71M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.92M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$26.3M
3
GM
3
GeoWealth Management
Illinois
$0
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$3.14M
5
TWC
5
TD Waterhouse Canada
Ontario, Canada
$2.33M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$60.8M 459,202 +771 +0.2%
LPL Financial
2
LPL Financial
California
$43.5M 328,481 +12,304 +4%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$26.3M 198,452 -21,502 -10%
SC
4
Savant Capital
Illinois
$21.1M 159,300 -5,029 -3%
Bank of America
5
Bank of America
North Carolina
$16.8M 127,347 -4,041 -3%
SFS
6
Sharp Financial Services
Pennsylvania
$16.4M 123,806 +5,523 +5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$15.8M 119,429 -4,850 -4%
Wells Fargo
8
Wells Fargo
California
$14.9M 112,670 +1,854 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$13.5M 101,686 +5,061 +5%
UBS Group
10
UBS Group
Switzerland
$8.7M 65,769 -306 -0.5%
Osaic Holdings
11
Osaic Holdings
Arizona
$7.23M 54,627 -8,532 -14%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$6.96M 52,600 +7,919 +18%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$6.42M 48,555 +8,682 +22%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$5.97M 45,136 -4,080 -8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$5.68M 42,924 +3,053 +8%
Creative Planning
16
Creative Planning
Kansas
$5.24M 39,580 +44 +0.1%
WS
17
Wedbush Securities
California
$5.21M 39,410 +1,549 +4%
HighTower Advisors
18
HighTower Advisors
Illinois
$5.02M 37,907 -33 -0.1%
LWA
19
Lowe Wealth Advisors
Maryland
$4.71M 35,581 -577 -2%
Comerica Bank
20
Comerica Bank
Texas
$4.48M 33,863 +118 +0.3%
RJA
21
Raymond James & Associates
Florida
$4.1M 30,982 -4,576 -13%
AL
22
Aspiriant LLC
California
$3.94M 29,744 – –
MFG
23
Merit Financial Group
Georgia
$3.77M 28,465 – –
Bank of New York Mellon
24
Bank of New York Mellon
New York
$3.75M 28,352 -4,081 -13%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$3.68M 27,812 +3,138 +13%
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