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iShares Core Dividend Growth ETF

127 hedge funds and large institutions have $980M invested in iShares Core Dividend Growth ETF in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

205% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 21

31% more capital invested

Capital invested by funds: $751M → $980M (+$229M)

17% more funds holding

Funds holding: 109127 (+18)

2.23% more ownership

Funds ownership: 52.89%55.11% (+2.2%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
127
Holders Change
+18
Holders Change %
+16.51%
% of All Funds
3.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
28
Increased
64
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GP
101
Girard Partners
Pennsylvania
$202K +$200K +6,460 New
FT
102
Fiduciary Trust
Massachusetts
$190K +$188K +6,068 New
Creative Planning
103
Creative Planning
Kansas
$182K +$371 +12 +0.2%
WAM
104
Wealthspire Advisors (Maryland)
Maryland
$135K +$133K +4,299 New
BP
105
Ballentine Partners
Massachusetts
$125K +$121K +3,922 New
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$124K -$215K -6,944 -64%
AIP
107
Almanack Investment Partners
Pennsylvania
$113K +$112K +3,623 New
MWM
108
Mascoma Wealth Management
New Hampshire
$104K
NFG
109
Next Financial Group
Texas
$94K
NA
110
NewEdge Advisors
Louisiana
$90.6K +$89.4K +2,892 New
PFGIA
111
Patriot Financial Group Insurance Agency
Massachusetts
$61K +$15K +485 +33%
WT
112
Whittier Trust
California
$43K
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$42K +$41.4K +1,340 New
CTC
114
Central Trust Company
Missouri
$41K +$40.8K +1,320 New
SEI Investments
115
SEI Investments
Pennsylvania
$24K +$23.3K +755 New
GWM
116
Geneos Wealth Management
Colorado
$23K
WA
117
Winfield Associates
Ohio
$23K
AIM
118
Anchor Investment Management
South Carolina
$14.4K +$10.9K +354 +340%
AIM
119
Advantage Investment Management
Iowa
$12K +$4.76K +154 +64%
TCM
120
TD Capital Management
Tennessee
$8K -$1.79K -58 -18%
OIA
121
OneDigital Investment Advisors
Kansas
$8K +$7.82K +253 New
SPIA
122
Steward Partners Investment Advisory
New York
$6K -$391K -12,644 -98%
TIM
123
Tortoise Investment Management
New York
$6K
WIM
124
Westside Investment Management
California
$5.68K
LWA
125
Lowe Wealth Advisors
Maryland
$4K