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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
PFS
201
Prospera Financial Services
Texas
$2.66M +$2.43M +57,131 +2,501%
PA
202
Parallel Advisors
California
$2.64M -$1.15M -27,020 -31%
TP
203
Tranquility Partners
Tennessee
$2.63M -$19.7K -464 -0.8%
FHA
204
Flagship Harbor Advisors
Massachusetts
$2.56M +$46.1K +1,084 +2%
FLI
205
Family Legacy Inc
South Carolina
$2.56M -$5.91K -139 -0.2%
FG
206
Fiduciary Group
Georgia
$2.53M -$239K -5,616 -9%
IFG
207
Investors Financial Group
Minnesota
$2.52M +$254K +5,976 +12%
CG
208
Colony Group
Massachusetts
$2.47M +$232K +5,451 +11%
SA
209
Stewardship Advisors
Pennsylvania
$2.45M -$4.01M -94,249 -63%
GPA
210
Guidance Point Advisors
Massachusetts
$2.44M +$53K +1,247 +2%
VWA
211
V Wealth Advisors
Kansas
$2.36M +$775K +18,238 +53%
TCM
212
TD Capital Management
Tennessee
$2.32M -$55.7K -1,310 -2%
TCMP
213
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.32M +$2.2M +51,731 New
PCM
214
Parsons Capital Management
Rhode Island
$2.31M -$25.8K -606 -1%
KIA
215
KCM Investment Advisors
California
$2.26M +$24K +565 +1%
M&T Bank
216
M&T Bank
New York
$2.24M -$43.3K -1,019 -2%
MFG
217
Merit Financial Group
Georgia
$2.23M +$32.7K +770 +2%
EL
218
EQ LLC
Washington
$2.23M +$2.12M +49,846 New
AWM
219
Accel Wealth Management
Iowa
$2.23M +$2.11M +49,739 New
AWA
220
Arete Wealth Advisors
Illinois
$2.2M -$61.7K -1,452 -3%
RFM
221
Royal Fund Management
Florida
$2.17M +$839K +19,731 +69%
VC
222
Veracity Capital
Georgia
$2.16M -$1.22M -28,798 -37%
TA
223
Townsend & Associates
Colorado
$2.15M +$79.4K +1,868 +4%
TA
224
TrueWealth Advisors
Alabama
$2.15M +$2M +47,130 New
EDRIA
225
Edmonds Duncan Registered Investment Advisors
Kansas
$2.12M -$41.3K -971 -2%