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iShares Core Dividend Growth ETF

96 hedge funds and large institutions have $567M invested in iShares Core Dividend Growth ETF in 2016 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

478% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 9

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

51% more capital invested

Capital invested by funds: $375M → $567M (+$192M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

19% more funds holding

Funds holding: 8196 (+15)

1.95% less ownership

Funds ownership: 58.75%56.8% (-2%)

Holders
96
Holders Change
+15
Holders Change %
+18.52%
% of All Funds
2.4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
27
Increased
52
Reduced
9
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Destination Wealth Management
California
$2.48M +$15.2K +541 +0.6%
HB
27
Homrich & Berg
Georgia
$2.24M +$152K +5,403 +7%
PA
28
Planning Alternatives
Michigan
$2.06M +$188K +6,674 +10%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.8M +$1.4M +49,673 +396%
FG
30
Fiduciary Group
Georgia
$1.75M +$351K +12,475 +26%
FI
31
FormulaFolio Investments
Michigan
$1.75M +$1.7M +60,446 New
MIAN
32
Mariner Independent Advisor Network
Kansas
$1.72M +$290K +10,330 +21%
RJA
33
Raymond James & Associates
Florida
$1.66M +$156K +5,532 +11%
AWA
34
Arete Wealth Advisors
Illinois
$1.65M +$156K +5,545 +11%
Stifel Financial
35
Stifel Financial
Missouri
$1.62M +$1.58M +56,224 New
AFG
36
Albion Financial Group
Utah
$1.56M +$54.5K +1,938 +4%
TCM
37
Towercrest Capital Management
Pennsylvania
$1.45M +$1.41M +50,104 New
LNC
38
Lincoln National Corp
Pennsylvania
$1.34M +$276K +9,805 +27%
PAG
39
Private Advisor Group
New Jersey
$1.33M +$801K +28,481 +167%
BW
40
Biegel & Waller
Maryland
$1.3M +$1.24M +44,151 New
LFAS
41
Level Four Advisory Services
Texas
$1.28M +$1.25M +44,297 New
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$946K +$919K +32,709 New
NPC
43
National Planning Corporation
California
$929K +$892K +31,746 New
CFA
44
Carroll Financial Associates
North Carolina
$910K +$782K +27,831 +757%
Lazard Asset Management
45
Lazard Asset Management
New York
$812K
FHA
46
Flagship Harbor Advisors
Massachusetts
$742K +$719K +25,574 New
OAM
47
Occidental Asset Management
California
$731K
ADL
48
Asset Dedication LLC
California
$731K +$31K +1,104 +5%
RCAG
49
Rehmann Capital Advisory Group
Michigan
$720K +$88.6K +3,153 +14%
CAN
50
Cetera Advisor Networks
California
$694K +$38.4K +1,365 +6%