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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
SPIA
76
Steward Partners Investment Advisory
New York
$246K +$240K +8,545 New
IA
77
IFP Advisors
Florida
$238K +$85.1K +3,028 +58%
DC
78
Davenport & Co
Virginia
$221K +$8.43K +300 +4%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$217K +$212K +7,525 New
Creative Planning
80
Creative Planning
Kansas
$168K +$115K +4,103 +241%
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$77K +$68.1K +2,424 +1,002%
NFG
82
Next Financial Group
Texas
$52K -$22.8K -810 -31%
WT
83
Whittier Trust
California
$40K +$38.6K +1,372 New
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$22.5K +800 New
WA
85
Winfield Associates
Ohio
$22K +$21.1K +750 New
GWM
86
Geneos Wealth Management
Colorado
$21K +$20.7K +735 New
AA
87
Apriem Advisors
California
$18K +$17.5K +621 New
GBBWRPM
88
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$12K
TCM
89
TD Capital Management
Tennessee
$9K -$1.72K -61 -16%
AIM
90
Advantage Investment Management
Iowa
$7K
TIM
91
Tortoise Investment Management
New York
$6K
AssetMark Inc
92
AssetMark Inc
California
$3K -$337 -12 -11%
LWA
93
Lowe Wealth Advisors
Maryland
$3K +$1.41K +50 +100%
EWM
94
Evercore Wealth Management
New York
$3K +$2.56K +91 New
AIM
95
Anchor Investment Management
South Carolina
$3K +$28 +1 +1%
VF
96
Virtu Financial
New York
-$757K -27,415 Closed
DADC
97
D.A. Davidson & Co
Montana
-$750K -27,188 Closed
VKH
98
Virtu KCG Holdings
New York
-$313K -11,345 Closed
Fidelity Investments
99
Fidelity Investments
Massachusetts
-$277K -10,130 Closed
CCP
100
Corient Capital Partners
California
-$221K -8,005 Closed