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iShares Core Dividend Growth ETF

583 hedge funds and large institutions have $8.47B invested in iShares Core Dividend Growth ETF in 2020 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 257 increasing their positions, 131 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

495% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 20

96% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 131

30% more capital invested

Capital invested by funds: $6.54B → $8.47B (+$1.94B)

22% more funds holding in top 10

Funds holding in top 10: 6377 (+14)

18% more funds holding

Funds holding: 496583 (+87)

1.86% more ownership

Funds ownership: 55.72%57.58% (+1.9%)

Holders
583
Holders Change
+87
Holders Change %
+17.54%
% of All Funds
10.32%
Holding in Top 10
77
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+22.22%
% of All Funds
1.36%
New
119
Increased
257
Reduced
131
Closed
20
Calls
$9.53M
Puts
Net Calls
+$9.53M
Net Calls Change
+$9.52M
Name Holding Trade Value Shares
Change
Change in
Stake
WDL
76
Well Done LLC
Michigan
$12M -$162K -3,822 -1%
ADL
77
Asset Dedication LLC
California
$11.5M +$836K +19,653 +8%
RFC
78
Regions Financial Corp
Alabama
$11.2M +$2.43M +57,170 +30%
TWA
79
Tillar-Wenstrup Advisors
Ohio
$11.2M +$475K +11,175 +5%
EH
80
Equitable Holdings
New York
$11M +$1.02M +24,027 +11%
WP
81
WealthShield Partners
North Carolina
$10.9M +$3.71M +87,296 +56%
JMPWA
82
JP Morgan Private Wealth Advisors
California
$10.7M +$244K +5,739 +2%
KPWS
83
Kestra Private Wealth Services
Texas
$10.7M +$3.38M +79,506 +49%
SWP
84
Stratos Wealth Partners
Ohio
$10.7M -$193K -4,550 -2%
9WM
85
9258 Wealth Management
Ohio
$10.7M +$1.32M +31,083 +15%
CP
86
Capital Planning
Washington
$10.3M +$9.73M +228,803 New
AA
87
Argent Advisors
Louisiana
$10M +$1.12M +26,455 +13%
IA
88
IFS Advisors
Kansas
$9.92M +$9.41M +221,359 New
KCM
89
Karp Capital Management
California
$9.83M +$103K +2,431 +1%
AWM
90
AE Wealth Management
Kansas
$9.49M +$3.15M +74,166 +54%
PPWM
91
PFG Private Wealth Management
Florida
$9.34M +$486K +11,433 +6%
SDWIA
92
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$9.13M +$272K +6,399 +3%
WFA
93
Wells Financial Advisors
Massachusetts
$9.12M +$8.65M +203,368 New
PWM
94
Provident Wealth Management
Tennessee
$9.11M -$92.8K -2,184 -1%
AFG
95
Allegheny Financial Group
Pennsylvania
$9.11M +$8.64M +203,171 New
CCWA
96
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.06M +$3.17M +74,649 +59%
SL
97
Systelligence LLC
Minnesota
$8.9M -$10.5M -247,738 -56%
Citigroup
98
Citigroup
New York
$8.58M +$745K +17,522 +10%
SS
99
Simplicity Solutions
Minnesota
$8.13M +$2.76M +64,898 +56%
SHIM
100
Stone House Investment Management
Pennsylvania
$8.07M +$39.5K +929 +0.5%