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iShares Core Dividend Growth ETF

127 hedge funds and large institutions have $980M invested in iShares Core Dividend Growth ETF in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

205% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 21

31% more capital invested

Capital invested by funds: $751M → $980M (+$229M)

17% more funds holding

Funds holding: 109127 (+18)

2.23% more ownership

Funds ownership: 52.89%55.11% (+2.2%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
127
Holders Change
+18
Holders Change %
+16.51%
% of All Funds
3.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
28
Increased
64
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SVCP
26
Silicon Valley Capital Partners
California
$4.02M -$803K -25,966 -17%
SPC
27
Sigma Planning Corp
Michigan
$3.36M +$975K +31,529 +42%
MML Investors Services
28
MML Investors Services
Massachusetts
$3.32M +$3.27M +105,885 New
CRC
29
Curi RMB Capital
Illinois
$2.85M +$2.81M +90,836 New
ICOA
30
Investment Centers of America
North Dakota
$2.74M +$1.07M +34,704 +66%
DWM
31
Destination Wealth Management
California
$2.71M +$47.8K +1,546 +2%
PA
32
Planning Alternatives
Michigan
$2.69M +$89.1K +2,881 +3%
TCM
33
Towercrest Capital Management
Pennsylvania
$2.64M +$606K +19,613 +30%
HB
34
Homrich & Berg
Georgia
$2.5M +$59.4K +1,921 +2%
LNC
35
Lincoln National Corp
Pennsylvania
$2.44M +$412K +13,335 +21%
FG
36
Fiduciary Group
Georgia
$2.21M +$197K +6,383 +10%
CCP
37
Cardan Capital Partners
Colorado
$2.16M +$46.6K +1,508 +2%
Citigroup
38
Citigroup
New York
$2.14M +$385K +12,455 +22%
RJA
39
Raymond James & Associates
Florida
$2.08M +$537K +17,373 +35%
FI
40
FormulaFolio Investments
Michigan
$1.99M -$183K -5,904 -9%
HighTower Advisors
41
HighTower Advisors
Illinois
$1.99M +$1.4M +45,322 +251%
NPC
42
National Planning Corporation
California
$1.87M +$642K +20,761 +54%
CFA
43
Carroll Financial Associates
North Carolina
$1.77M +$83.6K +2,704 +5%
BW
44
Biegel & Waller
Maryland
$1.75M +$216K +6,975 +14%
TRCT
45
Tower Research Capital (TRC)
New York
$1.7M +$1.68M +54,352 New
AWA
46
Arete Wealth Advisors
Illinois
$1.68M -$254K -8,205 -13%
MNA
47
Manning & Napier Advisors
New York
$1.66M
AFG
48
Albion Financial Group
Utah
$1.6M -$26.7K -865 -2%
MIAN
49
Mariner Independent Advisor Network
Kansas
$1.6M +$1.58M +51,141 New
Stifel Financial
50
Stifel Financial
Missouri
$1.5M +$752K +24,320 +104%