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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
DL
176
DOHJ LLC
Washington
$3.24M -$116K -2,731 -4%
EB
177
Eastern Bank
Massachusetts
$3.21M -$231K -5,425 -7%
MSWMA
178
Market Street Wealth Management Advisors
Indiana
$3.17M +$46.7K +1,099 +2%
22CM
179
20/20 Capital Management
California
$3.06M +$2.63M +61,803 +1,049%
EWA
180
Exencial Wealth Advisors
Oklahoma
$3.03M -$3M -70,617 -51%
DF
181
Donoghue Forlines
Massachusetts
$3.02M -$769K -18,096 -21%
WCG
182
Weaver Consulting Group
California
$2.97M +$631K +14,850 +29%
FIM
183
Fernwood Investment Management
Massachusetts
$2.92M +$55.3K +1,300 +2%
BRWA
184
B. Riley Wealth Advisors
Florida
$2.92M -$4.96M -116,750 -64%
HAC
185
Harbor Advisory Corp
New Hampshire
$2.92M +$2.77M +65,141 New
WWM
186
Western Wealth Management
Colorado
$2.88M +$132K +3,104 +5%
SS
187
Sunbelt Securities
Texas
$2.84M +$169K +3,969 +7%
BFA
188
Beacon Financial Advisory
Ohio
$2.83M +$20.4K +480 +0.8%
RSWM
189
Robertson Stephens Wealth Management
California
$2.83M -$46.7K -1,099 -2%
PGAM
190
Princeton Global Asset Management
New Jersey
$2.82M +$111K +2,604 +4%
AF
191
AtlasMark Financial
Texas
$2.8M +$30.7K +722 +1%
SVWAG
192
Sound View Wealth Advisors Group
Georgia
$2.8M +$2.65M +62,383 New
KWM
193
Kingsview Wealth Management
Oregon
$2.78M -$99K -2,328 -4%
LFAS
194
Level Four Advisory Services
Texas
$2.78M +$176K +4,148 +7%
PFA
195
Professional Financial Advisors
Nebraska
$2.73M +$198K +4,654 +8%
TW
196
TrinityPoint Wealth
Connecticut
$2.72M +$1.95M +45,837 +331%
EFS
197
Essex Financial Services
Connecticut
$2.72M +$362K +8,514 +16%
Lazard Asset Management
198
Lazard Asset Management
New York
$2.69M
GRP
199
Global Retirement Partners
California
$2.67M +$13.6K +321 +0.5%
TWM
200
TriaGen Wealth Management
California
$2.67M +$2.53M +59,482 New