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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
CCP
351
Corient Capital Partners
California
$252K
CW
352
CreativeOne Wealth
Kansas
$249K +$31.9K +789 +15%
AF
353
Advisornet Financial
Minnesota
$249K +$71.7K +1,773 +43%
JWM
354
JGP Wealth Management
Oregon
$246K
OIA
355
OneDigital Investment Advisors
Kansas
$245K +$5.1K +126 +2%
WS
356
Wedbush Securities
California
$237K +$10.6K +262 +5%
GM
357
GeoWealth Management
Illinois
$232K -$254K -6,272 -53%
OWD
358
Osborn Williams & Donohoe
Ohio
$230K +$221K +5,475 New
OIA
359
Optimum Investment Advisors
Illinois
$228K +$24.3K +600 +12%
ECG
360
Edge Capital Group
Georgia
$225K
AI
361
Atria Investments
North Carolina
$223K -$99.6K -2,462 -32%
WA
362
Winfield Associates
Ohio
$223K +$214K +5,295 New
HAS
363
HBW Advisory Services
California
$217K +$209K +5,162 New
PWP
364
Personal Wealth Partners
Minnesota
$214K
LWAC
365
Laurel Wealth Advisors (California)
California
$214K +$206K +5,096 New
SCM
366
SOL Capital Management
Maryland
$210K +$202K +5,000 New
PPP
367
Private Portfolio Partners
New Jersey
$204K +$196K +4,838 New
Bank of Montreal
368
Bank of Montreal
Ontario, Canada
$193K +$113K +2,782 +155%
BWA
369
BDO Wealth Advisors
Florida
$147K -$6.07K -150 -4%
TFS
370
TrustCore Financial Services
Tennessee
$147K
APA
371
American Portfolios Advisors
New York
$143K +$44.8K +1,107 +48%
SCA
372
Stonebridge Capital Advisors
Minnesota
$142K +$101K +2,500 +285%
SQA
373
Simon Quick Advisors
New Jersey
$115K +$607 +15 +0.6%
BAM
374
Belpointe Asset Management
Nevada
$113K +$108K +2,675 New
CI
375
Cordant Inc
Oregon
$107K +$103K +2,550 New