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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
AIM
326
Alhambra Investment Management
Florida
$313K +$301K +7,430 New
FCT
327
Family Capital Trust
Massachusetts
$307K
MWM
328
Marietta Wealth Management
Georgia
$305K -$769 -19 -0.3%
CA
329
Calton & Associates
Florida
$305K
JHCP
330
Jackson Hole Capital Partners
Oklahoma
$305K
SAM
331
SignalPoint Asset Management
Missouri
$301K
CWM
332
CCG Wealth Management
California
$301K +$289K +7,143 New
Bank of New York Mellon
333
Bank of New York Mellon
New York
$300K -$20.5K -507 -7%
AFP
334
Ausdal Financial Partners
Iowa
$299K -$12.5K -308 -4%
S
335
SignatureFD
Georgia
$299K
GWM
336
Geneos Wealth Management
Colorado
$297K
SAA
337
Southeast Asset Advisors
Georgia
$295K -$94.1K -2,327 -25%
CCM
338
Carlson Capital Management
Minnesota
$285K +$274K +6,785 New
BI
339
Ballast Inc
Kentucky
$285K +$275K +6,795 New
ATPW
340
Ashton Thomas Private Wealth
Arizona
$284K -$40.7K -1,005 -13%
FCA
341
FinTrust Capital Advisors
South Carolina
$284K
PAS
342
Partnervest Advisory Services
California
$279K -$10.9K -269 -4%
CB
343
Commerce Bank
Missouri
$274K +$263K +6,506 New
GWMIA
344
Global Wealth Management Investment Advisory
Florida
$271K +$14.6K +361 +6%
IWC
345
Integrated Wealth Concepts
Massachusetts
$267K +$12.9K +319 +5%
AWM
346
Aries Wealth Management
Maine
$265K
FSA
347
Fort Sheridan Advisors
Illinois
$265K
RW
348
RVW Wealth
California
$259K +$3.8K +94 +2%
CGA
349
Crescent Grove Advisors
Illinois
$258K +$248K +6,123 New
BW
350
Bison Wealth
Georgia
$252K