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iShares Core Dividend Growth ETF

96 hedge funds and large institutions have $567M invested in iShares Core Dividend Growth ETF in 2016 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

478% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 9

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

51% more capital invested

Capital invested by funds: $375M → $567M (+$192M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

19% more funds holding

Funds holding: 8196 (+15)

1.95% less ownership

Funds ownership: 58.75%56.8% (-2%)

Holders
96
Holders Change
+15
Holders Change %
+18.52%
% of All Funds
2.4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
27
Increased
52
Reduced
9
Closed
10
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
$148M +$22M +782,282 +18%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$86.1M +$27.6M +980,209 +49%
Morgan Stanley
3
Morgan Stanley
New York
$67.9M +$25.6M +910,321 +63%
UBS Group
4
UBS Group
Switzerland
$36.6M +$16.1M +573,548 +83%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$19.9M +$15.5M +549,770 +399%
GFG
6
Gray Financial Group
Georgia
$19M
LPL Financial
7
LPL Financial
California
$16.5M +$9.2M +327,109 +137%
Wells Fargo
8
Wells Fargo
California
$16.4M +$8.47M +301,204 +113%
AWE
9
Avidian Wealth Enterprises
Texas
$14.6M +$14.2M +506,145 New
Baird Financial Group
10
Baird Financial Group
Wisconsin
$9.39M +$1.91M +67,956 +26%
SPC
11
Sigma Planning Corp
Michigan
$8.72M +$7.41M +263,740 +691%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$8.45M +$4.75M +168,907 +137%
EDRIA
13
Edmonds Duncan Registered Investment Advisors
Kansas
$8.05M +$630K +22,418 +9%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$7.35M +$2.9M +103,237 +68%
USAA
15
United Services Automobile Association
Texas
$7.18M -$4.68M -166,400 -40%
C
16
CFO4Life
Texas
$6.73M +$604K +21,490 +10%
Ameriprise
17
Ameriprise
Minnesota
$6.51M +$3.32M +118,269 +112%
Jane Street
18
Jane Street
New York
$5.79M +$5.01M +178,360 +810%
CCMG
19
Clark Capital Management Group
Pennsylvania
$4.56M -$362K -12,890 -8%
AG
20
Advisor Group
Arizona
$4.38M +$505K +17,963 +13%
HS
21
Huntington Steele
Pennsylvania
$4.21M +$344K +12,223 +9%
SVCP
22
Silicon Valley Capital Partners
California
$3.9M +$3.79M +134,979 New
FA
23
FC Advisory
Pennsylvania
$3.89M +$110K +3,899 +3%
MFS
24
MSI Financial Services
Massachusetts
$2.79M +$444K +15,812 +20%
BRWA
25
B. Riley Wealth Advisors
Florida
$2.52M +$235K +8,351 +11%