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iShares Core Dividend Growth ETF

37 hedge funds and large institutions have $109M invested in iShares Core Dividend Growth ETF in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 7

28% more funds holding

Funds holding: 2937 (+8)

24% more capital invested

Capital invested by funds: $88M → $109M (+$21.5M)

0.55% more ownership

Funds ownership: 49.29%49.85% (+0.55%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
37
Holders Change
+8
Holders Change %
+27.59%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
17
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$39M +$28.5M +1,118,966 +229%
GFG
2
Gray Financial Group
Georgia
$25M -$1.19M -46,657 -4%
DADC
3
D.A. Davidson & Co
Montana
$10.7M -$263K -10,323 -2%
Morgan Stanley
4
Morgan Stanley
New York
$10.5M +$939K +36,873 +9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.42M +$1.06M +41,560 +30%
UBS Group
6
UBS Group
Switzerland
$3.34M +$479K +18,792 +16%
LPL Financial
7
LPL Financial
California
$2.41M -$908K -35,644 -27%
FA
8
FC Advisory
Pennsylvania
$2.31M +$262K +10,296 +12%
BRWA
9
B. Riley Wealth Advisors
Florida
$1.45M +$67.6K +2,656 +5%
CCMG
10
Clark Capital Management Group
Pennsylvania
$1.13M +$97.7K +3,834 +9%
AWA
11
ARS Wealth Advisors
Florida
$926K -$304K -11,955 -24%
NEIRG
12
New England Investment & Retirement Group
Massachusetts
$832K +$874K +34,320 New
LNC
13
Lincoln National Corp
Pennsylvania
$799K
MIAN
14
Mariner Independent Advisor Network
Kansas
$731K -$678K -26,604 -47%
AFG
15
Albion Financial Group
Utah
$725K +$762K +29,917 New
PA
16
Planning Alternatives
Michigan
$677K +$711K +27,913 New
Jane Street
17
Jane Street
New York
$657K +$690K +27,076 New
SPC
18
Sigma Planning Corp
Michigan
$655K +$37.9K +1,487 +6%
HB
19
Homrich & Berg
Georgia
$614K +$106K +4,150 +20%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$593K +$217K +8,523 +53%
FSA
21
Financial Sense Advisors
California
$582K +$611K +24,000 New
Baird Financial Group
22
Baird Financial Group
Wisconsin
$365K +$2.98K +117 +0.8%
RCAG
23
Rehmann Capital Advisory Group
Michigan
$242K -$139K -5,459 -35%
ICAS
24
Investors Capital Advisory Services
Massachusetts
$230K +$25.5K +1,000 +12%
MFS
25
MSI Financial Services
Massachusetts
$155K +$33.7K +1,324 +26%