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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
CIAS
276
Capital Investment Advisory Services
North Carolina
$595K +$60.3K +1,490 +12%
SW
277
SteelPeak Wealth
California
$592K +$569K +14,060 New
Susquehanna International Group
278
Susquehanna International Group
Pennsylvania
$580K +$558K +13,785 New
DSAM
279
Dock Street Asset Management
Florida
$577K
PFS
280
Prospera Financial Services
Texas
$574K +$180K +4,449 +48%
APW
281
Aurora Private Wealth
New Jersey
$574K +$552K +13,650 New
HFS
282
Howard Financial Services
Texas
$572K -$94.4K -2,335 -15%
WPP
283
Whalerock Point Partners
Rhode Island
$569K -$24.1K -597 -4%
FFG
284
Ford Financial Group
California
$566K +$50K +1,237 +10%
BFEC
285
Benjamin F. Edwards & Company
Missouri
$566K +$165K +4,085 +44%
MFG
286
Magnus Financial Group
New York
$554K +$204K +5,034 +62%
CAN
287
Claraphi Advisory Network
United States
$548K +$14.3K +354 +3%
OIS
288
Okabena Investment Services
Minnesota
$543K +$522K +12,905 New
PTC
289
Private Trust Company
Ohio
$540K -$14.6K -360 -3%
HL
290
HeadInvest LLC
Maine
$532K +$13.4K +332 +3%
MSAM
291
Moloney Securities Asset Management
Missouri
$512K +$28.9K +714 +6%
MIAN
292
Mariner Independent Advisor Network
Kansas
$510K +$489K +12,093 New
MMM
293
Mendel Money Management
Illinois
$504K -$7.64K -189 -2%
DWM
294
Dakota Wealth Management
Florida
$501K +$23.3K +575 +5%
SI
295
Stephens Inc
Arkansas
$501K +$481K +11,897 New
YWP
296
YorkBridge Wealth Partners
New York
$489K +$69.2K +1,710 +17%
PPA
297
Parametric Portfolio Associates
Washington
$482K +$87.3K +2,158 +23%
RG
298
Retirement Group
California
$482K +$463K +11,456 New
EIP
299
Ellis Investment Partners
Pennsylvania
$477K +$156K +3,852 +52%
TI
300
Trexquant Investment
Connecticut
$474K +$456K +11,276 New