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iShares Core Dividend Growth ETF

310 hedge funds and large institutions have $4.48B invested in iShares Core Dividend Growth ETF in 2019 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 167 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 59

169% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 16

19% more capital invested

Capital invested by funds: $3.76B → $4.48B (+$715M)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

8% more funds holding

Funds holding: 288310 (+22)

0.99% more ownership

Funds ownership: 57.04%58.03% (+0.99%)

Holders
310
Holders Change
+22
Holders Change %
+7.64%
% of All Funds
6.73%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.39%
New
43
Increased
167
Reduced
59
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
76
D.A. Davidson & Co
Montana
$3.99M +$703K +18,753 +22%
FPGK
77
Financial Partners Group (Kansas)
Kansas
$3.95M -$8M -213,413 -67%
Citigroup
78
Citigroup
New York
$3.91M +$132K +3,525 +4%
KCM
79
Karp Capital Management
California
$3.89M +$1.44M +38,331 +60%
CRC
80
Curi RMB Capital
Illinois
$3.78M -$585K -15,605 -14%
ADL
81
Asset Dedication LLC
California
$3.65M +$480K +12,802 +15%
RIL
82
Rothschild Investment LLC
Illinois
$3.52M
WWM
83
Windsor Wealth Management
Indiana
$3.44M +$849K +22,645 +34%
SCP
84
Syntal Capital Partners
Texas
$3.44M +$2.41M +64,193 +249%
PA
85
Planning Alternatives
Michigan
$3.31M -$35.9K -958 -1%
RWA
86
Redhawk Wealth Advisors
Minnesota
$3.31M -$167K -4,468 -5%
TPWA
87
TRUE Private Wealth Advisors
Oregon
$3.18M +$3.12M +83,227 New
FG
88
Fiduciary Group
Georgia
$3.1M -$65.7K -1,754 -2%
RFC
89
Regions Financial Corp
Alabama
$2.96M +$1.05M +27,965 +56%
BW
90
Biegel & Waller
Maryland
$2.87M +$45.4K +1,211 +2%
CFA
91
Carroll Financial Associates
North Carolina
$2.85M +$135K +3,590 +5%
EDRIA
92
Edmonds Duncan Registered Investment Advisors
Kansas
$2.85M +$1.64M +43,624 +144%
EWA
93
ERTS Wealth Advisors
Michigan
$2.84M -$308K -8,212 -10%
FF
94
Fluent Financial
Texas
$2.83M -$356K -9,491 -11%
LFAS
95
Level Four Advisory Services
Texas
$2.81M -$178K -4,752 -6%
US Bancorp
96
US Bancorp
Minnesota
$2.75M +$2.31M +61,746 +600%
ASN
97
Advisory Services Network
Georgia
$2.73M +$650K +17,337 +32%
W
98
WealthOne
New York
$2.71M +$2.37M +63,117 +797%
WWM
99
Willingdon Wealth Management
North Carolina
$2.7M +$90.8K +2,422 +4%
DAS
100
Dynamic Advisor Solutions
Arizona
$2.68M +$2.63M +70,254 New