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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
WEC
376
Winslow Evans & Crocker
Massachusetts
$106K +$101K +2,500 New
SFS
377
Sowell Financial Services
Arkansas
$101K -$467K -11,557 -83%
RIA
378
Realta Investment Advisors
Delaware
$101K +$66.7K +1,650 +200%
Simplex Trading
379
Simplex Trading
Illinois
$87K -$8.49K -210 -9%
HFM
380
Hartford Financial Management
Connecticut
$87K
AA
381
Ancora Advisors
Ohio
$83K +$79.5K +1,966 New
OPS
382
Orion Portfolio Solutions
Nebraska
$79K +$75.6K +1,870 New
AA
383
Advisory Alpha
Michigan
$77.9K -$39.1K -966 -34%
IFWM
384
Institute for Wealth Management
Colorado
$75K +$71.9K +1,777 New
EWM
385
EPG Wealth Management
Georgia
$72K +$69.7K +1,723 New
MPWT
386
MassMutual Private Wealth & Trust
Connecticut
$69K +$8.41K +208 +14%
Rockefeller Capital Management
387
Rockefeller Capital Management
New York
$68K
RFM
388
Royal Fund Management
Florida
$66K +$64.3K +1,590 New
ACM
389
Allred Capital Management
Texas
$65.8K +$63.3K +1,565 New
FWM
390
Focused Wealth Management
New York
$62K
JGIA
391
Jackson Grant Investment Advisers
Connecticut
$61K
WT
392
Whittier Trust
California
$58K
RWG
393
Regal Wealth Group
California
$55K
BFO
394
Biltmore Family Office
North Carolina
$51K +$48.8K +1,207 New
LF
395
Lee Financial
Texas
$42K
ST
396
Sageworth Trust
Pennsylvania
$42K
FWP
397
FAS Wealth Partners
Kansas
$41K +$39.5K +977 New
BWM
398
BerganKDV Wealth Management
Minnesota
$39K -$12.5K -308 -25%
TI
399
tru Independence
Oregon
$37K +$45.6K +1,128 New
FGAM
400
Financial Gravity Asset Management
Texas
$36K -$404 -10 -1%