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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
FAIM
251
Financial Advocates Investment Management
Washington
$800K +$83.5K +2,065 +12%
BFA
252
Beaumont Financial Advisors
Massachusetts
$794K +$75.8K +1,875 +11%
BIA
253
Biondo Investment Advisors
Pennsylvania
$789K -$1.01K -25 -0.1%
SRSA
254
S.R. Schill & Associates
Washington
$786K -$689K -17,031 -48%
CFS
255
CRA Financial Services
New Jersey
$780K
Brown Advisory
256
Brown Advisory
Maryland
$779K +$197K +4,865 +36%
GT
257
Glenmede Trust
Pennsylvania
$766K -$45K -1,112 -6%
IC
258
Inscription Capital
Texas
$764K
HSWM
259
Hubbell Strickland Wealth Management
Louisiana
$752K +$164K +4,064 +29%
JWM
260
Jackson Wealth Management
Florida
$750K -$14.3K -353 -2%
IP
261
Investment Partners
Ohio
$742K +$145K +3,592 +26%
UCFA
262
United Capital Financial Advisors
Texas
$732K -$23.6K -583 -3%
Koshinski Asset Management
263
Koshinski Asset Management
Illinois
$707K +$681K +16,837 New
AIC
264
Ameritas Investment Company
Nebraska
$705K +$321K +7,939 +90%
SWP
265
Summit Wealth Partners
Florida
$672K +$646K +15,979 New
RMAM
266
Raab & Moskowitz Asset Management
New Jersey
$669K -$24.3K -600 -4%
EW
267
Element Wealth
Mississippi
$668K +$642K +15,884 New
AIC
268
Archer Investment Corporation
Indiana
$653K -$3.19K -79 -0.5%
CSWG
269
Cardinal Strategic Wealth Guidance
Kentucky
$651K +$626K +15,481 New
OAM
270
Oak Asset Management
California
$639K +$8.29K +205 +1%
EP
271
Eudaimonia Partners
Tennessee
$632K +$607K +15,018 New
SFG
272
StrategIQ Financial Group
Indiana
$624K -$127K -3,135 -17%
1IA
273
1834 Investment Advisors
Wisconsin
$624K
EWA
274
Evolution Wealth Advisors
Florida
$617K +$593K +14,671 New
WSFS
275
Wilmington Savings Fund Society
Delaware
$595K