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iShares Core Dividend Growth ETF

310 hedge funds and large institutions have $4.48B invested in iShares Core Dividend Growth ETF in 2019 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 167 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 59

169% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 16

19% more capital invested

Capital invested by funds: $3.76B → $4.48B (+$715M)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

8% more funds holding

Funds holding: 288310 (+22)

0.99% more ownership

Funds ownership: 57.04%58.03% (+0.99%)

Holders
310
Holders Change
+22
Holders Change %
+7.64%
% of All Funds
6.73%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.39%
New
43
Increased
167
Reduced
59
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TVAMP
226
Tennessee Valley Asset Management Partners
Tennessee
$302K +$89.3K +2,382 +43%
MLIC
227
Mandatum Life Insurance Company
Finland
$293K
Koshinski Asset Management
228
Koshinski Asset Management
Illinois
$281K +$1.72K +46 +0.6%
FCT
229
Family Capital Trust
Massachusetts
$279K
JHCP
230
Jackson Hole Capital Partners
Oklahoma
$277K +$271K +7,242 New
SAM
231
SignalPoint Asset Management
Missouri
$270K +$45.2K +1,206 +21%
GWM
232
Geneos Wealth Management
Colorado
$269K -$322K -8,587 -55%
AWM
233
Aries Wealth Management
Maine
$263K -$9.15K -244 -3%
FCA
234
FinTrust Capital Advisors
South Carolina
$257K +$114K +3,040 +82%
CA
235
Calton & Associates
Florida
$255K +$28.4K +758 +13%
AWE
236
Avidian Wealth Enterprises
Texas
$254K +$250K +6,661 New
GVAG
237
Great Valley Advisor Group
Delaware
$253K +$249K +6,636 New
FIA
238
Foundations Investment Advisors
Arizona
$252K +$244K +6,501 New
CAM
239
Concorde Asset Management
Michigan
$241K -$23K -613 -9%
FSA
240
Fort Sheridan Advisors
Illinois
$240K
IWC
241
Integrated Wealth Concepts
Massachusetts
$239K +$235K +6,267 New
RW
242
RVW Wealth
California
$232K
Lido Advisors
243
Lido Advisors
California
$230K +$227K +6,043 New
BW
244
Bison Wealth
Georgia
$229K
CCP
245
Corient Capital Partners
California
$229K
JWM
246
JGP Wealth Management
Oregon
$224K +$220K +5,858 New
EIP
247
Ellis Investment Partners
Pennsylvania
$217K +$212K +5,649 New
MWM
248
Marietta Wealth Management
Georgia
$216K +$212K +5,644 New
GWMIA
249
Global Wealth Management Investment Advisory
Florida
$211K +$49.5K +1,320 +31%
ECG
250
Edge Capital Group
Georgia
$204K +$200K +5,339 New