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iShares Core Dividend Growth ETF

453 hedge funds and large institutions have $5.9B invested in iShares Core Dividend Growth ETF in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 192 increasing their positions, 82 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,657% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 7

135% more funds holding in top 10

Funds holding in top 10: 2047 (+27)

134% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 82

32% more funds holding

Funds holding: 342453 (+111)

22% more capital invested

Capital invested by funds: $4.83B → $5.9B (+$1.07B)

0.8% more ownership

Funds ownership: 56.16%56.95% (+0.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
453
Holders Change
+111
Holders Change %
+32.46%
% of All Funds
8.93%
Holding in Top 10
47
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+135%
% of All Funds
0.93%
New
123
Increased
192
Reduced
82
Closed
7
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
176
KCM Investment Advisors
California
$2.09M +$350K +8,646 +21%
SXL
177
Summit X LLC
Missouri
$2.09M +$128K +3,169 +7%
IWS
178
Insight Wealth Strategies
California
$2.08M +$164K +4,046 +9%
PCM
179
Parsons Capital Management
Rhode Island
$2.08M +$148K +3,670 +8%
CG
180
Colony Group
Massachusetts
$2.03M +$338K +8,357 +21%
AFG
181
Albion Financial Group
Utah
$2M +$3.07K +76 +0.2%
MFG
182
Merit Financial Group
Georgia
$1.97M +$1.89M +46,709 New
FHA
183
First Horizon Advisors
Tennessee
$1.92M +$50K +1,235 +3%
KFGK
184
Keystone Financial Group (Kentucky)
Kentucky
$1.87M +$69.1K +1,708 +4%
Comerica Bank
185
Comerica Bank
Texas
$1.84M +$1.26M +31,213 +254%
LW
186
Linscomb Wealth
Texas
$1.8M +$1.74M +42,902 New
EPA
187
Element Pointe Advisors
Florida
$1.78M -$40.2K -995 -2%
CS
188
Comerica Securities
Michigan
$1.77M +$1.24M +30,630 +270%
HFRG
189
Houlihan Financial Resource Group
Virginia
$1.76M +$1.69M +41,768 New
PCM
190
Perritt Capital Management
Illinois
$1.7M +$70.5K +1,743 +5%
AF
191
AtlasMark Financial
Texas
$1.7M
SEI Investments
192
SEI Investments
Pennsylvania
$1.68M -$162K -4,008 -9%
CTA
193
Colonial Trust Advisors
South Carolina
$1.62M +$259K +6,405 +20%
EDRIA
194
Edmonds Duncan Registered Investment Advisors
Kansas
$1.57M -$1.55M -38,226 -51%
QCIG
195
Quad-Cities Investment Group
Iowa
$1.56M +$168K +4,148 +13%
MA
196
Modus Advisors
Minnesota
$1.54M +$1.48M +36,560 New
CAM
197
Cresset Asset Management
Illinois
$1.52M -$189K -4,663 -11%
CBFP
198
Cedar Brook Financial Partners
Ohio
$1.51M +$45.3K +1,119 +3%
Creative Planning
199
Creative Planning
Kansas
$1.5M +$71.4K +1,765 +5%
PPW
200
Pasadena Private Wealth
California
$1.46M +$106K +2,622 +8%