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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 123 funds opening new positions, 192 increasing their positions, 82 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,657% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 7

135% more funds holding in top 10

Funds holding in top 10: 2047 (+27)

134% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 82

32% more funds holding

Funds holding: 342453 (+111)

22% more capital invested

Capital invested by funds: $4.83B → $5.9B (+$1.07B)

0.8% more ownership

Funds ownership: 56.16%56.95% (+0.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
453
Holders Change
+111
Holders Change %
+32.46%
% of All Funds
8.93%
Holding in Top 10
47
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+135%
% of All Funds
0.93%
New
123
Increased
192
Reduced
82
Closed
7
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
226
HawsGoodwin Investment Management
Tennessee
$1.03M +$989K +24,455 New
WI
227
Wintrust Investments
Illinois
$1.02M +$125K +3,093 +15%
NWP
228
Northstar Wealth Partners
Connecticut
$1.01M +$23.7K +585 +2%
TCBWMS
229
Texas Capital Bank Wealth Management Services
Texas
$1.01M +$969K +23,954 New
V
230
Veritable
Delaware
$994K -$13.8K -341 -1%
NGA
231
Naples Global Advisors
Florida
$985K +$96.7K +2,390 +11%
GWAG
232
Garrett Wealth Advisory Group
Texas
$980K -$8.9K -220 -0.9%
ELI
233
Empire Life Investments
Ontario, Canada
$945K +$909K +22,469 New
IA
234
IFP Advisors
Florida
$941K +$27.5K +680 +3%
TFS
235
Thoroughbred Financial Services
Tennessee
$939K +$903K +22,324 New
TSS
236
Two Sigma Securities
New York
$937K +$901K +22,267 New
PA
237
Pinnacle Associates
New York
$930K -$12.1K -300 -1%
TCWM
238
Total Clarity Wealth Management
Illinois
$925K +$889K +21,987 New
DWM
239
Darwin Wealth Management
Florida
$897K -$34.7K -859 -4%
RBFC
240
Roman Butler Fullerton & Co
Missouri
$888K -$90K -2,225 -10%
KOMWMG
241
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$886K +$852K +21,060 New
EFS
242
Essex Financial Services
Connecticut
$863K +$508K +12,567 +158%
Mercer Global Advisors
243
Mercer Global Advisors
Colorado
$862K -$30.7K -758 -4%
FHC
244
First Heartland Consultants
Missouri
$850K +$105K +2,586 +15%
RSWM
245
Robertson Stephens Wealth Management
California
$843K -$1.68M -41,620 -67%
EWA
246
ERTS Wealth Advisors
Michigan
$835K -$62.6K -1,547 -7%
SC
247
Scotia Capital
Ontario, Canada
$830K +$52.4K +1,295 +7%
F
248
F3Logic
Minnesota
$810K -$357K -8,833 -31%
FAM
249
Formidable Asset Management
Ohio
$809K +$768K +18,976 New
GLA
250
Good Life Advisors
Pennsylvania
$803K +$1.82K +45 +0.2%