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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
WI
76
Wintrust Investments
Illinois
$1.25M -$38.2K -1,083 -3%
PCM
77
Perritt Capital Management
Illinois
$1.18M +$30.9K +875 +3%
TRCT
78
Tower Research Capital (TRC)
New York
$1.17M +$195K +5,512 +19%
FHA
79
Flagship Harbor Advisors
Massachusetts
$1.16M -$111K -3,136 -8%
DWT
80
Dorsey & Whitney Trust
South Dakota
$1.14M +$856K +24,265 +261%
EDRIA
81
Edmonds Duncan Registered Investment Advisors
Kansas
$1.14M -$635 -18 -0.1%
RFC
82
Regions Financial Corp
Alabama
$1.13M +$370K +10,476 +46%
RCAG
83
Rehmann Capital Advisory Group
Michigan
$1.09M +$37.8K +1,072 +3%
TPWA
84
TRUE Private Wealth Advisors
Oregon
$1M +$235K +6,647 +29%
V
85
Veritable
Delaware
$937K +$145K +4,109 +17%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$926K +$139K +3,951 +17%
VA
87
Valmark Advisers
Ohio
$908K +$155K +4,394 +20%
OAM
88
Occidental Asset Management
California
$858K
EFS
89
Essex Financial Services
Connecticut
$803K +$836K +23,677 New
OC
90
Oppenheimer & Co
New York
$772K -$129K -3,644 -14%
MA
91
Mutual Advisors
Nebraska
$763K +$201K +5,688 +34%
CAC
92
Certified Advisory Corp
Florida
$694K +$237K +6,707 +49%
VC
93
Vicus Capital
Pennsylvania
$688K +$63.8K +1,808 +10%
SWP
94
Stratos Wealth Partners
Ohio
$630K +$15.3K +434 +2%
KA
95
Kovack Advisors
Florida
$624K +$650K +18,406 New
KWM
96
Kingsview Wealth Management
Oregon
$614K +$103K +2,906 +19%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$612K +$137K +3,870 +27%
PA
98
PFG Advisors
Arizona
$608K +$59.8K +1,695 +10%
IA
99
IFP Advisors
Florida
$600K
FAM
100
Formidable Asset Management
Ohio
$591K +$103K +2,926 +20%