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iShares Core Dividend Growth ETF

453 hedge funds and large institutions have $5.9B invested in iShares Core Dividend Growth ETF in 2019 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 192 increasing their positions, 82 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+112
Holders Change %
+32.84%
% of All Funds
8.95%
Holding in Top 10
46
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+142.11%
% of All Funds
0.91%
New
124
Increased
192
Reduced
82
Closed
7
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Shares
Change %
WI
226
Wintrust Investments
Illinois
$1.02M +$130K +3,093 +15%
NWP
227
Northstar Wealth Partners
Connecticut
$1.02M +$24.6K +585 +2%
TCBWMS
228
Texas Capital Bank Wealth Management Services
Texas
$1.01M +$1.01M +23,954 New
V
229
Veritable
Delaware
$994K -$14.3K -341 -1%
NGA
230
Naples Global Advisors
Florida
$985K +$101K +2,390 +11%
GWAG
231
Garrett Wealth Advisory Group
Texas
$980K -$9.24K -220 -0.9%
ELI
232
Empire Life Investments
Ontario, Canada
$945K +$945K +22,469 New
IA
233
IFP Advisors
Florida
$941K +$28.7K +680 +3%
TFS
234
Thoroughbred Financial Services
Tennessee
$939K +$939K +22,324 New
TSS
235
Two Sigma Securities
New York
$937K +$937K +22,267 New
PA
236
Pinnacle Associates
New York
$930K -$12.6K -300 -1%
TCWM
237
Total Clarity Wealth Management
Illinois
$925K +$925K +21,987 New
DWM
238
Darwin Wealth Management
Florida
$897K -$36.2K -859 -4%
RBFC
239
Roman Butler Fullerton & Co
Missouri
$888K -$93.6K -2,225 -10%
KOMWMG
240
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$886K +$886K +21,060 New
EFS
241
Essex Financial Services
Connecticut
$863K +$529K +12,567 +158%
Mercer Global Advisors
242
Mercer Global Advisors
Colorado
$862K -$31.9K -758 -4%
FHC
243
First Heartland Consultants
Missouri
$850K +$109K +2,586 +15%
RSWM
244
Robertson Stephens Wealth Management
California
$843K -$1.75M -41,620 -67%
EWA
245
ERTS Wealth Advisors
Michigan
$835K -$65.1K -1,547 -7%
SC
246
Scotia Capital
Ontario, Canada
$830K +$54.5K +1,295 +7%
F
247
F3Logic
Minnesota
$810K -$371K -8,833 -31%
FAM
248
Formidable Asset Management
Ohio
$809K +$809K +18,976 New
GLA
249
Good Life Advisors
Pennsylvania
$803K +$1.9K +45 +0.2%
FAIM
250
Financial Advocates Investment Management
Washington
$800K +$86.9K +2,065 +12%