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iShares Core Dividend Growth ETF

58 hedge funds and large institutions have $291M invested in iShares Core Dividend Growth ETF in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

45% more capital invested

Capital invested by funds: $201M → $291M (+$90.1M)

32% more funds holding

Funds holding: 4458 (+14)

2.33% less ownership

Funds ownership: 69.16%66.83% (-2.3%)

Holders
58
Holders Change
+14
Holders Change %
+31.82%
% of All Funds
1.55%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
21
Increased
21
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
26
Lincoln National Corp
Pennsylvania
$788K -$8.96K -357 -1%
AFG
27
Albion Financial Group
Utah
$737K -$46.7K -1,861 -6%
FAAS
28
First Allied Advisory Services
California
$709K +$673K +26,849 New
MIAN
29
Mariner Independent Advisor Network
Kansas
$668K +$633K +25,229 New
MFS
30
MSI Financial Services
Massachusetts
$482K +$119K +4,751 +35%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$460K +$38.2K +1,523 +10%
RJA
32
Raymond James & Associates
Florida
$386K +$27.3K +1,087 +8%
MLIC
33
Mandatum Life Insurance Company
Finland
$381K -$17.6K -700 -5%
AIG
34
American International Group
New York
$357K +$2.46K +98 +0.7%
SPC
35
Sigma Planning Corp
Michigan
$353K -$166K -6,618 -33%
FA
36
FDx Advisors
Illinois
$332K +$315K +12,569 New
RCAG
37
Rehmann Capital Advisory Group
Michigan
$325K +$33.3K +1,326 +12%
FHC
38
First Heartland Consultants
Missouri
$283K +$269K +10,726 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$266K -$12.2K -487 -5%
CAN
40
Cetera Advisor Networks
California
$264K +$249K +9,945 New
JMPWA
41
JP Morgan Private Wealth Advisors
California
$202K +$192K +7,650 New
IA
42
IFP Advisors
Florida
$183K +$18.5K +739 +17%
BCI
43
Brinker Capital Investments
Pennsylvania
$166K +$17.6K +700 +13%
ASN
44
Advisory Services Network
Georgia
$118K +$112K +4,455 New
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$45K +$42.9K +1,710 New
ADL
46
Asset Dedication LLC
California
$41K +$38.9K +1,551 New
GWM
47
Gupta Wealth Management
California
$37K
Wells Fargo
48
Wells Fargo
California
$32K +$27K +1,075 +881%
CFA
49
Carroll Financial Associates
North Carolina
$27K +$26.1K +1,040 New
NFG
50
Next Financial Group
Texas
$21K