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iShares Core Dividend Growth ETF

583 hedge funds and large institutions have $8.47B invested in iShares Core Dividend Growth ETF in 2020 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 257 increasing their positions, 131 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

495% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 20

96% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 131

30% more capital invested

Capital invested by funds: $6.54B → $8.47B (+$1.94B)

22% more funds holding in top 10

Funds holding in top 10: 6377 (+14)

18% more funds holding

Funds holding: 496583 (+87)

1.86% more ownership

Funds ownership: 55.72%57.58% (+1.9%)

Holders
583
Holders Change
+87
Holders Change %
+17.54%
% of All Funds
10.32%
Holding in Top 10
77
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+22.22%
% of All Funds
1.36%
New
119
Increased
257
Reduced
131
Closed
20
Calls
$9.53M
Puts
Net Calls
+$9.53M
Net Calls Change
+$9.52M
Name Holding Trade Value Shares
Change
Change in
Stake
NFC
26
Northeast Financial Consultants
Connecticut
$44.1M +$125K +2,932 +0.3%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$43.6M -$485K -11,400 -1%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$43.2M
KAS
29
Kestra Advisory Services
Texas
$41.1M +$4.73M +111,286 +14%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$40.3M +$5.53M +130,171 +17%
Mariner
31
Mariner
Kansas
$38.6M +$3.31M +77,839 +10%
CP
32
Corbenic Partners
Pennsylvania
$38.2M +$3.75M +88,122 +12%
SPIA
33
Steward Partners Investment Advisory
New York
$36.8M -$2.12M -49,884 -6%
SFA
34
Stewardship Financial Advisors
Georgia
$35.7M +$2.19M +51,533 +7%
LFA
35
Legacy Financial Advisors
Kentucky
$35.5M +$15.6M +365,955 +86%
SPC
36
Sigma Planning Corp
Michigan
$32.4M +$1.4M +32,982 +5%
CAN
37
Cetera Advisor Networks
California
$31.8M +$3.16M +74,301 +12%
GC
38
Gratus Capital
Georgia
$30.1M +$7.54M +177,353 +36%
SFWA
39
Summit Financial Wealth Advisors
Louisiana
$29.5M +$160K +3,768 +0.5%
ACG
40
Arch Capital Group
Bermuda
$28.7M +$27.3M +641,137 New
FCB
41
First Command Bank
Texas
$27M +$5.68M +133,510 +28%
FCFS
42
First Command Financial Services
Texas
$27M +$5.68M +133,510 +28%
WP
43
WealthPLAN Partners
Nebraska
$26.9M -$744K -17,499 -3%
TGAM
44
TBH Global Asset Management
Tennessee
$26.8M +$1.07M +25,154 +4%
KFS
45
Kelly Financial Services
Massachusetts
$26.5M -$1.68M -39,527 -6%
RIG
46
RiverFront Investment Group
Virginia
$24.6M +$505K +11,879 +2%
AWM
47
Avior Wealth Management
Nebraska
$24.4M +$666K +15,671 +3%
PWM
48
Pacific Wealth Management
California
$24.2M +$23M +539,965 New
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$23.9M +$11.9M +279,930 +111%
LB
50
Leo Brokerage
Texas
$23.1M +$7.42M +174,503 +51%