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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
CPSAC
101
Chas P. Smith & Associates (CPS)
Florida
$8.06M +$750K +17,653 +11%
PWA
102
Physician Wealth Advisors
Utah
$7.98M +$895K +21,043 +14%
HB
103
Homrich & Berg
Georgia
$7.89M -$60.7K -1,428 -0.8%
PCM
104
Perritt Capital Management
Illinois
$7.68M +$4.4M +103,556 +153%
CTA
105
Colonial Trust Advisors
South Carolina
$7.66M +$696K +16,374 +11%
1832 Asset Management
106
1832 Asset Management
Ontario, Canada
$7.63M -$79.1K -1,860 -0.8%
JWCA
107
J.W. Cole Advisors
Florida
$7.54M +$1.28M +30,053 +22%
WWA
108
WC Walker & Associates
California
$7.2M +$6.63M +155,930 New
EWM
109
Echo Wealth Management
Minnesota
$7.17M +$6.8M +159,877 New
CAG
110
Csenge Advisory Group
Florida
$7.08M -$972K -22,867 -13%
MPW
111
Monterey Private Wealth
California
$6.9M +$124K +2,921 +2%
FA
112
FC Advisory
Pennsylvania
$6.86M +$52.1K +1,226 +0.8%
CWM
113
Connecticut Wealth Management
Connecticut
$6.72M -$465K -10,930 -7%
CA
114
Crumly & Associates
Illinois
$6.68M +$2.38M +55,870 +61%
CFA
115
Carroll Financial Associates
North Carolina
$6.59M -$246K -5,797 -4%
MA
116
Modus Advisors
Minnesota
$6.51M +$170K +3,989 +3%
NAM
117
North American Management
Massachusetts
$6.45M -$137K -3,233 -2%
F
118
F3Logic
Minnesota
$6.42M -$3.66M -86,204 -38%
AWAP
119
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$6.4M +$6.07M +142,751 New
CAL
120
Capital Advisors Ltd
Ohio
$6.36M +$601K +14,134 +11%
W
121
WealthOne
New York
$6.21M +$614K +14,444 +12%
LFS
122
Legacy Financial Strategies
Kansas
$6.07M +$30.9K +727 +0.5%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$5.99M
BP
124
BBR Partners
New York
$5.95M -$1.49M -35,062 -21%
CIAS
125
Capital Investment Advisory Services
North Carolina
$5.86M +$1.41M +33,213 +34%