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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
PWP
251
Personal Wealth Partners
Minnesota
$194K +$191K +5,085 New
TA
252
TCG Advisors
Texas
$193K +$111K +2,962 +144%
GRP
253
Global Retirement Partners
California
$156K +$133K +3,559 +691%
CWA
254
Clarus Wealth Advisors
Arizona
$142K +$40.2K +1,073 +41%
BWA
255
BDO Wealth Advisors
Florida
$139K +$52.1K +1,390 +62%
CF
256
Centaurus Financial
California
$138K +$135K +3,605 New
TFS
257
TrustCore Financial Services
Tennessee
$134K +$88.1K +2,350 +203%
CI
258
CX Institutional
Indiana
$130K +$127K +3,393 New
GC
259
Grace Capital
Massachusetts
$110K +$29.3K +783 +36%
SQA
260
Simon Quick Advisors
New Jersey
$103K +$600 +16 +0.6%
GEA
261
Glen Eagle Advisors
New Jersey
$98.6K +$79.7K +2,126 +466%
EWM
262
Executive Wealth Management
Michigan
$98K +$82.7K +2,205 +630%
AF
263
Advisornet Financial
Minnesota
$91K +$12.2K +326 +16%
APA
264
American Portfolios Advisors
New York
$87.5K
HFM
265
Hartford Financial Management
Connecticut
$79K
TRCT
266
Tower Research Capital (TRC)
New York
$77K +$48.2K +1,286 +175%
LF
267
Lee Financial
Texas
$74K
LPWM
268
Lake Point Wealth Management
Texas
$68K
VFA
269
Valeo Financial Advisors
Indiana
$61K +$59.7K +1,592 New
MPWT
270
MassMutual Private Wealth & Trust
Connecticut
$57K -$20.5K -547 -27%
JGIA
271
Jackson Grant Investment Advisers
Connecticut
$56K +$54.5K +1,455 New
WT
272
Whittier Trust
California
$52K
BWM
273
BerganKDV Wealth Management
Minnesota
$47K +$225 +6 +0.5%
PFO
274
Pathstone Family Office
New Jersey
$40K +$225 +6 +0.6%
ST
275
Sageworth Trust
Pennsylvania
$38K