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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
BIA
101
Biondo Investment Advisors
Pennsylvania
$583K -$24.4K -690 -4%
BFA
102
Beaumont Financial Advisors
Massachusetts
$555K +$359K +10,159 +163%
JIC
103
Johnson Investment Counsel
Ohio
$552K
GLA
104
Good Life Advisors
Pennsylvania
$549K +$167K +4,745 +40%
EWF
105
Epstein & White Financial
California
$533K -$4.24M -120,099 -88%
CPIA
106
Cornell Pochily Investment Advisors
New York
$529K +$29.3K +830 +6%
1IA
107
1834 Investment Advisors
Wisconsin
$509K +$209K +5,921 +65%
NGA
108
Naples Global Advisors
Florida
$472K +$34.1K +965 +7%
DSAM
109
Dock Street Asset Management
Florida
$465K +$37.9K +1,074 +9%
YWP
110
YorkBridge Wealth Partners
New York
$465K +$47.6K +1,350 +11%
DWM
111
Darwin Wealth Management
Florida
$465K +$193K +5,479 +66%
MLIC
112
Mandatum Life Insurance Company
Finland
$421K
DC
113
Davenport & Co
Virginia
$417K +$55.6K +1,575 +15%
PJSIMP
114
P.J. Schmidt Investment Management (PJS)
Wisconsin
$410K +$119K +3,358 +38%
DIA
115
Davidson Investment Advisors
Montana
$405K +$114K +3,223 +37%
Fidelity Investments
116
Fidelity Investments
Massachusetts
$399K -$195K -5,513 -32%
CAM
117
Concorde Asset Management
Michigan
$395K -$9.92K -281 -2%
FAAS
118
First Allied Advisory Services
California
$390K +$5.79K +164 +1%
FHC
119
First Heartland Consultants
Missouri
$367K -$44.8K -1,268 -10%
FAIM
120
Financial Advocates Investment Management
Washington
$358K +$87.6K +2,481 +31%
UCFA
121
United Capital Financial Advisors
Texas
$354K
AIP
122
Almanack Investment Partners
Pennsylvania
$333K +$53.5K +1,515 +18%
BAM
123
Berkshire Asset Management
Pennsylvania
$314K +$78.8K +2,233 +32%
Goldman Sachs
124
Goldman Sachs
New York
$312K +$325K +9,201 New
SMFS
125
Squar Milner Financial Services
California
$311K +$7.34K +208 +2%