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iShares Core Dividend Growth ETF

191 hedge funds and large institutions have $1.84B invested in iShares Core Dividend Growth ETF in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 110 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 30

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

33% more capital invested

Capital invested by funds: $1.38B → $1.84B (+$461M)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

7% more funds holding

Funds holding: 179191 (+12)

6.11% more ownership

Funds ownership: 52.33%58.45% (+6.1%)

Holders
191
Holders Change
+12
Holders Change %
+6.7%
% of All Funds
4.38%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.28%
New
28
Increased
110
Reduced
30
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1WA
51
180 Wealth Advisors
Washington
$2.73M +$1.03M +29,138 +57%
DWM
52
Destination Wealth Management
California
$2.71M -$38.8K -1,099 -1%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$2.42M +$1.21M +34,332 +92%
BW
54
Biegel & Waller
Maryland
$2.26M +$58.3K +1,651 +3%
BTS
55
BB&T Securities
Virginia
$2.22M -$711K -20,149 -24%
CG
56
Colony Group
Massachusetts
$2.21M +$1.13M +32,126 +97%
CFA
57
Carroll Financial Associates
North Carolina
$2.18M -$36K -1,020 -2%
CCP
58
Cardan Capital Partners
Colorado
$2.11M +$2.2M +62,298 New
Stifel Financial
59
Stifel Financial
Missouri
$2.05M +$270K +7,652 +15%
CRC
60
Curi RMB Capital
Illinois
$2M -$165K -4,670 -7%
BRWA
61
B. Riley Wealth Advisors
Florida
$1.92M +$85.1K +2,411 +4%
MIAN
62
Mariner Independent Advisor Network
Kansas
$1.83M +$88.1K +2,495 +5%
AWA
63
Arete Wealth Advisors
Illinois
$1.77M -$357K -10,103 -16%
AFG
64
Albion Financial Group
Utah
$1.7M -$17.8K -504 -1%
CWM
65
Cornerstone Wealth Management
Missouri
$1.63M +$442K +12,535 +34%
ASN
66
Advisory Services Network
Georgia
$1.62M +$13.7K +387 +0.8%
ADL
67
Asset Dedication LLC
California
$1.48M +$256K +7,242 +20%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$1.46M +$12.5K +355 +0.8%
CCMG
69
Clark Capital Management Group
Pennsylvania
$1.46M -$544K -15,402 -26%
SHIM
70
Stone House Investment Management
Pennsylvania
$1.43M +$270K +7,653 +22%
KIA
71
KCM Investment Advisors
California
$1.38M -$144K -4,091 -9%
BlackRock
72
BlackRock
New York
$1.36M +$7.52K +213 +0.5%
CCM
73
Cribstone Capital Management
Maine
$1.32M +$1.38M +39,033 New
CAL
74
Capital Advisors Ltd
Ohio
$1.28M +$1.21M +34,325 +960%
PCM
75
Parsons Capital Management
Rhode Island
$1.28M +$71.1K +2,014 +6%