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iShares Core Dividend Growth ETF

453 hedge funds and large institutions have $5.9B invested in iShares Core Dividend Growth ETF in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 192 increasing their positions, 82 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,657% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 7

135% more funds holding in top 10

Funds holding in top 10: 2047 (+27)

134% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 82

32% more funds holding

Funds holding: 342453 (+111)

22% more capital invested

Capital invested by funds: $4.83B → $5.9B (+$1.07B)

0.8% more ownership

Funds ownership: 56.16%56.95% (+0.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
453
Holders Change
+111
Holders Change %
+32.46%
% of All Funds
8.93%
Holding in Top 10
47
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+135%
% of All Funds
0.93%
New
123
Increased
192
Reduced
82
Closed
7
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
76
AssetMark Inc
California
$7.67M +$70.8K +1,750 +1%
SSWG
77
Seven Springs Wealth Group
Tennessee
$7.66M +$7.36M +182,076 New
AIP
78
Almanack Investment Partners
Pennsylvania
$7.61M +$6.8M +168,090 +1,306%
LFA
79
Legacy Financial Advisors
Kentucky
$7.5M -$338K -8,363 -4%
PPWM
80
PFG Private Wealth Management
Florida
$7.2M +$6.92M +171,165 New
LNB
81
Ledyard National Bank
$7.19M +$6.91M +170,953 New
CFGS
82
Concourse Financial Group Securities
Alabama
$7.15M +$730K +18,046 +12%
CCWA
83
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.14M +$4.89M +121,003 +249%
VDI
84
Vaughan David Investments
Illinois
$7.1M +$1.27M +31,481 +23%
FCAS
85
First Command Advisory Services
Texas
$6.7M -$145K -3,585 -2%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$6.61M +$2.85M +70,412 +81%
DADC
87
D.A. Davidson & Co
Montana
$6.51M +$1.54M +38,159 +33%
AA
88
Argent Advisors
Louisiana
$6.38M +$6.14M +151,704 New
SDWIA
89
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$6.37M +$240K +5,929 +4%
WDL
90
Well Done LLC
Michigan
$6.17M +$286K +7,075 +5%
FA
91
FC Advisory
Pennsylvania
$6.02M -$115K -2,836 -2%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$5.99M
SWMG
93
Sanchez Wealth Management Group
Florida
$5.98M +$5.75M +142,234 New
TVAMP
94
Tennessee Valley Asset Management Partners
Tennessee
$5.74M +$5.21M +128,726 +1,662%
CA
95
Crumly & Associates
Illinois
$5.7M +$5.48M +135,510 New
Lazard Asset Management
96
Lazard Asset Management
New York
$5.64M
GCM
97
Gibraltar Capital Management
Oklahoma
$5.54M +$851K +21,036 +19%
ADL
98
Asset Dedication LLC
California
$5.41M +$1M +24,765 +24%
1WA
99
180 Wealth Advisors
Washington
$5.35M -$60.6K -1,499 -1%
WR
100
Watson Rebecca
$5.33M +$5.13M +126,736 New