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iShares Core Dividend Growth ETF

29 hedge funds and large institutions have $88M invested in iShares Core Dividend Growth ETF in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 3

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

9% more capital invested

Capital invested by funds: $80.8M → $88M (+$7.14M)

7% more funds holding

Funds holding: 2729 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.35% less ownership

Funds ownership: 51.64%49.29% (-2.3%)

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
19
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GFG
1
Gray Financial Group
Georgia
$27.8M -$1.23M -46,359 -4%
Bank of America
2
Bank of America
North Carolina
$12.6M +$5.57M +209,675 +75%
DADC
3
D.A. Davidson & Co
Montana
$11.7M +$298K +11,234 +3%
Morgan Stanley
4
Morgan Stanley
New York
$10.2M +$70.4K +2,649 +0.7%
MAA
5
Managed Account Advisors
New Jersey
$3.96M +$1.69M +63,625 +71%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.64M +$267K +10,054 +8%
LPL Financial
7
LPL Financial
California
$3.42M +$22K +828 +0.6%
UBS Group
8
UBS Group
Switzerland
$3.07M +$1.18M +44,324 +60%
FA
9
FC Advisory
Pennsylvania
$2.19M +$407K +15,309 +22%
BRWA
10
B. Riley Wealth Advisors
Florida
$1.47M -$62K -2,335 -4%
MIAN
11
Mariner Independent Advisor Network
Kansas
$1.47M +$48.4K +1,823 +3%
AWA
12
ARS Wealth Advisors
Florida
$1.3M +$256K +9,620 +24%
CCMG
13
Clark Capital Management Group
Pennsylvania
$1.1M -$525K -19,748 -32%
LNC
14
Lincoln National Corp
Pennsylvania
$858K +$595K +22,403 +224%
SPC
15
Sigma Planning Corp
Michigan
$660K +$678K +25,520 New
HB
16
Homrich & Berg
Georgia
$547K +$291K +10,965 +108%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$412K +$41.4K +1,559 +11%
RCAG
18
Rehmann Capital Advisory Group
Michigan
$399K +$174K +6,539 +74%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$386K +$396K +14,918 New
ICAS
20
Investors Capital Advisory Services
Massachusetts
$219K +$226K +8,506 New
NFG
21
Next Financial Group
Texas
$165K +$33.2K +1,250 +24%
MFS
22
MSI Financial Services
Massachusetts
$130K +$39.4K +1,483 +42%
AIG
23
American International Group
New York
$74.7K +$40K +1,504 +109%
GWM
24
Gupta Wealth Management
California
$36K +$18.6K +700 +100%
RIA
25
Regal Investment Advisors
Michigan
$29K +$30.8K +1,160 New