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iShares Core Dividend Growth ETF

58 hedge funds and large institutions have $291M invested in iShares Core Dividend Growth ETF in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

45% more capital invested

Capital invested by funds: $201M → $291M (+$90.1M)

32% more funds holding

Funds holding: 4458 (+14)

2.33% less ownership

Funds ownership: 69.16%66.83% (-2.3%)

Holders
58
Holders Change
+14
Holders Change %
+31.82%
% of All Funds
1.55%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
21
Increased
21
Reduced
12
Closed
6
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
$100M -$11.9M -475,805 -11%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.8M +$22.6M +902,621 New
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$23.3M +$22M +878,142 +24,855%
Morgan Stanley
4
Morgan Stanley
New York
$20.1M +$4.71M +187,619 +33%
CCMG
5
Clark Capital Management Group
Pennsylvania
$19.8M +$17.9M +715,070 +1,979%
GFG
6
Gray Financial Group
Georgia
$19.3M +$12.4M +496,042 +213%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$14.3M +$13.6M +543,116 New
USAA
8
United Services Automobile Association
Texas
$10.2M +$9.69M +386,400 New
DADC
9
D.A. Davidson & Co
Montana
$9.5M -$173K -6,915 -2%
UBS Group
10
UBS Group
Switzerland
$8.06M -$6.74M -268,697 -47%
LPL Financial
11
LPL Financial
California
$6.42M +$851K +33,943 +16%
EDRIA
12
Edmonds Duncan Registered Investment Advisors
Kansas
$6.4M +$123K +4,904 +2%
C
13
CFO4Life
Texas
$4.71M +$4.48M +178,464 New
FA
14
FC Advisory
Pennsylvania
$3.22M +$324K +12,910 +12%
BRWA
15
B. Riley Wealth Advisors
Florida
$2.08M +$272K +10,852 +16%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.71M +$480K +19,155 +42%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.63M -$11.8M -470,215 -88%
PA
18
Planning Alternatives
Michigan
$1.51M +$506K +20,176 +54%
HB
19
Homrich & Berg
Georgia
$1.35M +$224K +8,945 +21%
FG
20
Fiduciary Group
Georgia
$1.14M +$556K +22,155 +106%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$988K +$938K +37,407 New
AWA
22
ARS Wealth Advisors
Florida
$932K -$31.4K -1,252 -3%
DWM
23
Destination Wealth Management
California
$911K
Ameriprise
24
Ameriprise
Minnesota
$908K +$862K +34,382 New
PAG
25
Private Advisor Group
New Jersey
$890K +$130K +5,189 +18%