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iShares Dow Jones US ETF
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Overview Fund Activity

259 hedge funds and large institutions have $556M invested in iShares Dow Jones US ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+24
Holders Change %
+10.21%
% of All Funds
3.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
71
Reduced
66
Closed
8
Calls
$801K
Puts
$14K
Net Calls
+$787K
Net Calls Change
-$134K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$21.4M
2
Osaic Holdings
Osaic Holdings
Arizona
$12.9M
3
IWA
IBEX Wealth Advisors
New Jersey
$4.61M
4
EP
Essential Planning
New Hampshire
$3.92M
5
Citadel Advisors
Citadel Advisors
Florida
$2.94M

Top Sellers

1
LPL Financial
LPL Financial
California
$43.2M
2
HighTower Advisors
HighTower Advisors
Illinois
$2.02M
3
FTUS
Flow Traders U.S.
New York
$0
4
HOWA
Heritage Oak Wealth Advisors
Florida
$0
5
SWA
Stratos Wealth Advisors
Ohio
$2.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$67.6M +$427K +2,984 +0.6%
LPL Financial
2
LPL Financial
California
$43.2M -$4.87M -34,054 -10%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$23.2M -$738K -5,159 -3%
SC
4
Savant Capital
Illinois
$23.1M -$48.2K -337 -0.2%
Ameriprise
5
Ameriprise
Minnesota
$21.4M +$18.2M +127,327 +577%
Bank of America
6
Bank of America
North Carolina
$20.2M +$1.75M +12,202 +9%
Wells Fargo
7
Wells Fargo
California
$20M +$2.13M +14,882 +12%
SFS
8
Sharp Financial Services
Pennsylvania
$19.7M +$696K +4,862 +4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$17M +$289K +2,020 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$13.6M -$116K -811 -0.8%
SNWA
11
Siligmueller & Norvid Wealth Advisors
Illinois
$13M +$13M +90,647 New
Osaic Holdings
12
Osaic Holdings
Arizona
$12.9M +$5.22M +36,486 +68%
Raymond James Financial
13
Raymond James Financial
Florida
$11M +$11M +76,727 New
UBS Group
14
UBS Group
Switzerland
$10.3M +$937K +6,550 +10%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$7.26M -$167K -1,169 -2%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$6.88M -$28K -196 -0.4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$6.05M -$80.6K -563 -1%
WS
18
Wedbush Securities
California
$5.53M +$11.2K +78 +0.2%
Creative Planning
19
Creative Planning
Kansas
$5.53M -$132K -925 -2%
LWA
20
Lowe Wealth Advisors
Maryland
$4.9M -$110K -767 -2%
Comerica Bank
21
Comerica Bank
Texas
$4.76M +$269K +1,878 +6%
IWA
22
IBEX Wealth Advisors
New Jersey
$4.61M +$4.61M +32,187 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$4.32M +$103K +723 +2%
AL
24
Aspiriant LLC
California
$4.26M – – –
Fidelity Investments
25
Fidelity Investments
Massachusetts
$4.1M +$664K +4,641 +19%
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