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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
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
Shares
Change %
SFG
126
StrategIQ Financial Group
Indiana
$310K +$56.9K +1,677 +22%
SFS
127
Sowell Financial Services
Arkansas
$302K +$302K +9,016 New
GFPC
128
Global Financial Private Capital
Florida
$300K -$17.9K -526 -6%
Creative Planning
129
Creative Planning
Kansas
$292K +$1.19K +35 +0.4%
M&T Bank
130
M&T Bank
New York
$291K -$18.1K -534 -6%
TWA
131
Tillar-Wenstrup Advisors
Ohio
$290K +$290K +8,565 New
Bank of New York Mellon
132
Bank of New York Mellon
New York
$284K -$62.1K -1,831 -18%
FIM
133
Fernwood Investment Management
Massachusetts
$281K +$43.7K +1,289 +18%
MSA
134
Marino Stram & Associates
Massachusetts
$271K +$1.39K +41 +0.5%
AFP
135
Ausdal Financial Partners
Iowa
$265K +$265K +7,809 New
SXL
136
Summit X LLC
Missouri
$260K +$260K +7,686 New
AW
137
ACG Wealth
Georgia
$257K +$257K +7,584 New
PPA
138
Parametric Portfolio Associates
Washington
$253K +$21K +619 +9%
FCT
139
Family Capital Trust
Massachusetts
$247K
NWP
140
Northstar Wealth Partners
Connecticut
$231K +$12.1K +358 +6%
HL
141
HeadInvest LLC
Maine
$229K
CCMD
142
Cypress Capital Management (Delaware)
Delaware
$228K
GP
143
Girard Partners
Pennsylvania
$216K +$1.22K +36 +0.6%
FT
144
Fiduciary Trust
Massachusetts
$206K
RMAM
145
Raab & Moskowitz Asset Management
New Jersey
$205K -$4.05K -120 -2%
CCP
146
Corient Capital Partners
California
$203K
BFG
147
Bouchey Financial Group
New York
$202K +$202K +5,960 New
EA
148
Edge Advisors
Georgia
$180K +$180K +5,339 New
FCAG
149
First Capital Advisors Group
New Jersey
$176K +$176K +5,193 New
LF
150
Lee Financial
Texas
$163K +$163K +4,822 New