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iShares Core Dividend Growth ETF

453 hedge funds and large institutions have $5.9B invested in iShares Core Dividend Growth ETF in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 192 increasing their positions, 82 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,657% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 7

135% more funds holding in top 10

Funds holding in top 10: 2047 (+27)

134% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 82

32% more funds holding

Funds holding: 342453 (+111)

22% more capital invested

Capital invested by funds: $4.83B → $5.9B (+$1.07B)

0.8% more ownership

Funds ownership: 56.16%56.95% (+0.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
453
Holders Change
+111
Holders Change %
+32.46%
% of All Funds
8.93%
Holding in Top 10
47
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+135%
% of All Funds
0.93%
New
123
Increased
192
Reduced
82
Closed
7
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
26
Summit Financial Wealth Advisors
Louisiana
$31.7M +$979K +24,202 +3%
CWM
27
Connecticut Wealth Management
Connecticut
$31.1M +$2.07M +51,226 +7%
AG
28
Advisor Group
Arizona
$31.1M -$4.95M -122,411 -14%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$30.8M +$7.75M +191,701 +35%
CIA
30
Capital Investment Advisors
Georgia
$30.8M +$10.7M +264,911 +57%
TGAM
31
TBH Global Asset Management
Tennessee
$28.6M +$27.5M +679,324 New
WP
32
WealthPLAN Partners
Nebraska
$28.3M -$2.27M -56,034 -8%
SPC
33
Sigma Planning Corp
Michigan
$28M +$7.45M +184,291 +38%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$27.2M +$3.62M +89,575 +16%
SFA
35
Stewardship Financial Advisors
Georgia
$25.7M +$2.55M +62,953 +11%
SPIA
36
Steward Partners Investment Advisory
New York
$22.2M +$18.4M +455,775 +643%
SWP
37
Strategic Wealth Partners
Ohio
$21.8M -$868K -21,471 -4%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$21.8M
Mariner
39
Mariner
Kansas
$21.8M +$1.17M +28,932 +6%
SFSG
40
Sound Financial Strategies Group
Mississippi
$21.6M +$20.8M +513,038 New
KFS
41
Kelly Financial Services
Massachusetts
$20.4M +$19.6M +485,127 +158,022%
SL
42
Stevard LLC
Illinois
$20M +$19.3M +476,139 New
NFC
43
Northeast Financial Consultants
Connecticut
$19.5M +$10.4M +257,211 +125%
BlackRock
44
BlackRock
New York
$19.2M +$796K +19,686 +4%
TIA
45
Traphagen Investment Advisors
New Jersey
$17.7M +$662K +16,368 +4%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$17.6M +$699K +17,285 +4%
FI
47
FormulaFolio Investments
Michigan
$16.9M -$4.75M -117,545 -23%
IAA
48
Independent Advisor Alliance
North Carolina
$16.8M +$16.1M +399,223 New
HighTower Advisors
49
HighTower Advisors
Illinois
$16.3M +$2.11M +52,082 +16%
PI
50
PFS Investments
Georgia
$15.7M -$65.3M -1,613,542 -81%