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iShares Core Dividend Growth ETF

136 hedge funds and large institutions have $1.13B invested in iShares Core Dividend Growth ETF in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 79 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 24

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

15% more capital invested

Capital invested by funds: $980M → $1.13B (+$150M)

7% more funds holding

Funds holding: 127136 (+9)

2.16% less ownership

Funds ownership: 55.11%52.95% (-2.2%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
136
Holders Change
+9
Holders Change %
+7.09%
% of All Funds
3.39%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
23
Increased
79
Reduced
24
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$4M +$507K +15,942 +15%
GWM
27
Geneos Wealth Management
Colorado
$3.4M +$3.31M +103,974 +14,146%
ICOA
28
Investment Centers of America
North Dakota
$3.14M +$301K +9,453 +11%
HighTower Advisors
29
HighTower Advisors
Illinois
$3.11M +$1.03M +32,503 +51%
RJA
30
Raymond James & Associates
Florida
$2.93M +$756K +23,788 +36%
LNC
31
Lincoln National Corp
Pennsylvania
$2.88M +$343K +10,785 +14%
PA
32
Planning Alternatives
Michigan
$2.86M +$75.1K +2,362 +3%
CRC
33
Curi RMB Capital
Illinois
$2.8M -$143K -4,484 -5%
HB
34
Homrich & Berg
Georgia
$2.71M +$121K +3,817 +5%
TCM
35
Towercrest Capital Management
Pennsylvania
$2.69M -$38.4K -1,207 -1%
DWM
36
Destination Wealth Management
California
$2.64M -$171K -5,392 -6%
FG
37
Fiduciary Group
Georgia
$2.57M +$270K +8,506 +12%
BTS
38
BB&T Securities
Virginia
$2.52M -$1.71M -53,773 -41%
DADC
39
D.A. Davidson & Co
Montana
$2.48M +$2.43M +76,419 New
MIAN
40
Mariner Independent Advisor Network
Kansas
$2.4M +$724K +22,759 +45%
NPC
41
National Planning Corporation
California
$2.38M +$437K +13,740 +23%
Citigroup
42
Citigroup
New York
$2.28M +$62K +1,950 +3%
FI
43
FormulaFolio Investments
Michigan
$2.21M +$147K +4,611 +7%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$2.21M +$2.17M +68,141 New
CCMG
45
Clark Capital Management Group
Pennsylvania
$2.04M -$2.18M -68,636 -52%
CFA
46
Carroll Financial Associates
North Carolina
$1.98M +$120K +3,762 +7%
AWA
47
Arete Wealth Advisors
Illinois
$1.93M +$180K +5,664 +11%
BW
48
Biegel & Waller
Maryland
$1.92M +$107K +3,361 +6%
MNA
49
Manning & Napier Advisors
New York
$1.86M
AFG
50
Albion Financial Group
Utah
$1.7M +$36K +1,132 +2%