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iShares Core Dividend Growth ETF

136 hedge funds and large institutions have $1.13B invested in iShares Core Dividend Growth ETF in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 79 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 24

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

15% more capital invested

Capital invested by funds: $980M → $1.13B (+$150M)

7% more funds holding

Funds holding: 127136 (+9)

2.16% less ownership

Funds ownership: 55.11%52.95% (-2.2%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
136
Holders Change
+9
Holders Change %
+7.09%
% of All Funds
3.39%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
23
Increased
79
Reduced
24
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$1.7M +$147K +4,610 +10%
CA
52
Cetera Advisors
Colorado
$1.66M +$224K +7,035 +16%
BRWA
53
B. Riley Wealth Advisors
Florida
$1.64M +$96.7K +3,041 +6%
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$1.59M +$111K +3,486 +8%
TSS
55
Two Sigma Securities
New York
$1.53M +$1.5M +47,216 New
KIA
56
KCM Investment Advisors
California
$1.48M +$407K +12,803 +39%
LFAS
57
Level Four Advisory Services
Texas
$1.48M +$35.8K +1,127 +3%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$1.32M +$899K +28,257 +225%
BlackRock
59
BlackRock
New York
$1.31M +$63.2K +1,987 +5%
CAN
60
Cetera Advisor Networks
California
$1.3M +$599K +18,830 +89%
FHA
61
Flagship Harbor Advisors
Massachusetts
$1.25M +$82.5K +2,595 +7%
WI
62
Wintrust Investments
Illinois
$1.24M -$33.5K -1,054 -3%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$1.23M +$94.5K +2,971 +8%
ASN
64
Advisory Services Network
Georgia
$1.22M +$713K +22,435 +148%
EDRIA
65
Edmonds Duncan Registered Investment Advisors
Kansas
$1.16M -$8.12M -255,210 -88%
ADL
66
Asset Dedication LLC
California
$1.15M +$47.6K +1,498 +4%
Goldman Sachs
67
Goldman Sachs
New York
$1.13M +$1.11M +34,800 New
SI
68
SII Investments
Wisconsin
$1.11M +$11.9K +373 +1%
PCM
69
Parsons Capital Management
Rhode Island
$1.1M +$144K +4,535 +15%
SHIM
70
Stone House Investment Management
Pennsylvania
$1.06M -$361K -11,342 -26%
PCM
71
Perritt Capital Management
Illinois
$1.04M -$604 -19 -0.1%
CG
72
Colony Group
Massachusetts
$1.02M -$33.7K -1,059 -3%
RCAG
73
Rehmann Capital Advisory Group
Michigan
$986K -$78.8K -2,477 -8%
CWM
74
Cornerstone Wealth Management
Missouri
$983K +$369K +11,617 +63%
GS
75
Girard Securities
California
$864K -$79.8K -2,508 -9%