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iShares Core Dividend Growth ETF

310 hedge funds and large institutions have $4.48B invested in iShares Core Dividend Growth ETF in 2019 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 167 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+22
Holders Change %
+7.64%
% of All Funds
6.74%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.39%
New
43
Increased
167
Reduced
59
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$26.9M +$2.15M +56,377 +9%
CWM
27
Connecticut Wealth Management
Connecticut
$24.2M +$9.98M +261,211 +70%
SFWA
28
Summit Financial Wealth Advisors
Louisiana
$24M +$6.5M +170,057 +37%
KIM
29
Karpus Investment Management
New York
$23.3M +$2.06M +54,010 +10%
SWP
30
Strategic Wealth Partners
Ohio
$21.5M +$152K +3,991 +0.7%
FAAS
31
First Allied Advisory Services
California
$20M +$5.33M +139,437 +36%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$19.7M +$10.3M +270,278 +110%
SFA
33
Stewardship Financial Advisors
Georgia
$19.5M +$3.21M +84,125 +20%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$19.5M +$4.82M +126,305 +33%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$19M -$18.7M
SPC
36
Sigma Planning Corp
Michigan
$17.6M +$273K +7,138 +2%
Mariner
37
Mariner
Kansas
$16.7M +$950K +24,864 +6%
Jane Street
38
Jane Street
New York
$16.2M +$16.2M +423,132 New
FI
39
FormulaFolio Investments
Michigan
$15.7M +$5.79M +151,617 +58%
JPMPWA
40
J.P. Morgan Private Wealth Advisors
California
$14.8M -$3.02M -78,952 -17%
CA
41
Cetera Advisors
Colorado
$13.2M +$476K +12,450 +4%
BAAM
42
Baker Avenue Asset Management
California
$12.8M +$961K +25,148 +8%
TIA
43
Traphagen Investment Advisors
New Jersey
$11.3M +$11.3M +295,025 New
AssetMark Inc
44
AssetMark Inc
California
$10.8M -$284K -7,428 -3%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$10.4M +$399K +10,440 +4%
HighTower Advisors
46
HighTower Advisors
Illinois
$9.24M +$259K +6,768 +3%
LNC
47
Lincoln National Corp
Pennsylvania
$9.02M +$1.29M +33,689 +17%
FFS
48
Founders Financial Securities
Maryland
$8.97M +$4.47M +117,040 +99%
SWA
49
Stratos Wealth Advisors
Ohio
$8.85M +$8.28M +216,682 +1,436%
WP
50
WealthShield Partners
North Carolina
$8.44M -$96K -2,513 -1%