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iShares Core Dividend Growth ETF

96 hedge funds and large institutions have $567M invested in iShares Core Dividend Growth ETF in 2016 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

478% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 9

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

51% more capital invested

Capital invested by funds: $375M → $567M (+$192M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

19% more funds holding

Funds holding: 8196 (+15)

1.95% less ownership

Funds ownership: 58.75%56.8% (-2%)

Holders
96
Holders Change
+15
Holders Change %
+18.52%
% of All Funds
2.4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
27
Increased
52
Reduced
9
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$687K +$12.7K +451 +2%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$657K +$639K +22,748 New
Citigroup
53
Citigroup
New York
$630K +$612K +21,762 New
SI
54
SII Investments
Wisconsin
$525K +$32.3K +1,148 +7%
BlackRock
55
BlackRock
New York
$524K +$4.61K +164 +0.9%
JP Morgan Chase
56
JP Morgan Chase
New York
$523K +$26.5K +941 +5%
BIM
57
BlackRock Investment Management
Delaware
$520K -$9.28K -330 -2%
PCM
58
Penserra Capital Management
California
$518K +$505K +17,952 New
CG
59
Colony Group
Massachusetts
$515K +$501K +17,825 New
WI
60
Wintrust Investments
Illinois
$502K +$488K +17,353 New
CA
61
Cetera Advisors
Colorado
$478K +$466K +16,581 New
PCM
62
Parsons Capital Management
Rhode Island
$463K +$184K +6,529 +69%
JMPWA
63
JP Morgan Private Wealth Advisors
California
$437K +$219K +7,775 +106%
LAM
64
Lebenthal Asset Management
New York
$420K +$361K +12,839 +756%
JIC
65
Johnson Investment Counsel
Ohio
$418K +$407K +14,472 New
FHC
66
First Heartland Consultants
Missouri
$395K -$59.2K -2,106 -13%
KIA
67
KCM Investment Advisors
California
$379K +$369K +13,123 New
MLIC
68
Mandatum Life Insurance Company
Finland
$371K -$38.6K -1,373 -10%
AWA
69
ARS Wealth Advisors
Florida
$364K -$271K -9,650 -43%
LTFS
70
Ladenburg Thalmann Financial Services
Florida
$349K +$137K +4,866 +67%
HighTower Advisors
71
HighTower Advisors
Illinois
$319K +$2.14K +76 +0.7%
EFS
72
Essex Financial Services
Connecticut
$289K +$282K +10,017 New
RMAM
73
Raab & Moskowitz Asset Management
New Jersey
$278K +$18K +640 +7%
UCFA
74
United Capital Financial Advisors
Texas
$261K +$5.68K +202 +2%
BWM
75
BerganKDV Wealth Management
Minnesota
$256K