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iShares Core Dividend Growth ETF

191 hedge funds and large institutions have $1.84B invested in iShares Core Dividend Growth ETF in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 110 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 30

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

33% more capital invested

Capital invested by funds: $1.38B → $1.84B (+$461M)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

7% more funds holding

Funds holding: 179191 (+12)

6.11% more ownership

Funds ownership: 52.33%58.45% (+6.1%)

Holders
191
Holders Change
+12
Holders Change %
+6.7%
% of All Funds
4.38%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.28%
New
28
Increased
110
Reduced
30
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
26
Level Four Advisory Services
Texas
$7.53M +$6.15M +174,394 +365%
HighTower Advisors
27
HighTower Advisors
Illinois
$7.3M +$4.03M +114,294 +113%
FPGK
28
Financial Partners Group (Kansas)
Kansas
$6.95M +$1.33M +37,577 +22%
PAG
29
Private Advisor Group
New Jersey
$6.92M +$3.17M +89,714 +78%
SPC
30
Sigma Planning Corp
Michigan
$6.4M +$1.7M +48,163 +34%
SWMG
31
Sanchez Wealth Management Group
Florida
$5.79M +$64.1K +1,815 +1%
HS
32
Huntington Steele
Pennsylvania
$5.37M
TCM
33
Towercrest Capital Management
Pennsylvania
$5.29M -$315K -8,922 -5%
MWM
34
Mascoma Wealth Management
New Hampshire
$5.06M +$1.22M +34,532 +30%
FA
35
FC Advisory
Pennsylvania
$5.04M +$158K +4,474 +3%
WP
36
WealthShield Partners
North Carolina
$5.04M +$1.16M +32,800 +28%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$4.79M +$2.08M +58,877 +71%
FI
38
FormulaFolio Investments
Michigan
$4.63M +$1.81M +51,284 +60%
CA
39
Cetera Advisors
Colorado
$4.59M +$2.76M +78,112 +136%
LNC
40
Lincoln National Corp
Pennsylvania
$4.33M -$3.32M -94,084 -42%
LFA
41
Legacy Financial Advisors
Kentucky
$4.19M +$480K +13,592 +12%
F
42
F3Logic
Minnesota
$3.88M +$4.04M +114,361 New
Citigroup
43
Citigroup
New York
$3.68M +$433K +12,270 +13%
PA
44
Planning Alternatives
Michigan
$3.65M +$678K +19,198 +22%
HB
45
Homrich & Berg
Georgia
$3.6M +$55.4K +1,571 +2%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$3.56M +$436K +12,342 +13%
CAN
47
Cetera Advisor Networks
California
$3.54M +$946K +26,803 +34%
DADC
48
D.A. Davidson & Co
Montana
$3.18M +$254K +7,198 +8%
BAAM
49
Baker Avenue Asset Management
California
$2.89M +$94K +2,664 +3%
FG
50
Fiduciary Group
Georgia
$2.81M +$111K +3,150 +4%