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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
OC
76
Oppenheimer & Co
New York
$851K +$18.5K +583 +2%
OAM
77
Occidental Asset Management
California
$821K
V
78
Veritable
Delaware
$790K +$124K +3,891 +19%
B
79
Bridgeworth
Alabama
$781K +$760K +23,901 New
JMPWA
80
JP Morgan Private Wealth Advisors
California
$741K +$124K +3,900 +21%
VF
81
Virtu Financial
New York
$730K +$714K +22,467 New
FHC
82
First Heartland Consultants
Missouri
$726K +$115K +3,607 +19%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$613K +$179K +5,614 +42%
SWP
84
Stratos Wealth Partners
Ohio
$583K +$30.1K +947 +6%
BAAM
85
Baker Avenue Asset Management
California
$579K -$43.5K -1,369 -7%
JIC
86
Johnson Investment Counsel
Ohio
$563K +$106K +3,321 +24%
CAM
87
Concorde Asset Management
Michigan
$562K +$551K +17,313 New
NFG
88
NewFocus Financial Group
Washington
$459K +$221K +6,962 +97%
KWM
89
Kingsview Wealth Management
Oregon
$457K +$12.8K +402 +3%
IA
90
IFP Advisors
Florida
$451K +$88.9K +2,796 +25%
FAM
91
Formidable Asset Management
Ohio
$412K +$126K +3,951 +45%
NGA
92
Naples Global Advisors
Florida
$411K +$25.3K +796 +7%
MLIC
93
Mandatum Life Insurance Company
Finland
$403K
FAAS
94
First Allied Advisory Services
California
$398K +$59.7K +1,877 +18%
Millennium Management
95
Millennium Management
New York
$380K +$372K +11,698 New
Bank of New York Mellon
96
Bank of New York Mellon
New York
$346K +$338K +10,640 New
Creative Planning
97
Creative Planning
Kansas
$340K +$148K +4,657 +80%
UCFA
98
United Capital Financial Advisors
Texas
$336K +$33.5K +1,052 +11%
MC
99
Moors & Cabot
Massachusetts
$328K +$322K +10,131 New
DC
100
Davenport & Co
Virginia
$325K +$6.36K +200 +2%