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iShares Core Dividend Growth ETF

127 hedge funds and large institutions have $980M invested in iShares Core Dividend Growth ETF in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

205% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 21

31% more capital invested

Capital invested by funds: $751M → $980M (+$229M)

17% more funds holding

Funds holding: 109127 (+18)

2.23% more ownership

Funds ownership: 52.89%55.11% (+2.2%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
127
Holders Change
+18
Holders Change %
+16.51%
% of All Funds
3.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
28
Increased
64
Reduced
21
Closed
9
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
$205M +$11.1M +358,981 +6%
JP Morgan Chase
2
JP Morgan Chase
New York
$192M +$189M +6,113,928 +32,979%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$124M +$12.3M +398,256 +11%
Morgan Stanley
4
Morgan Stanley
New York
$96.4M +$6.81M +220,363 +8%
UBS Group
5
UBS Group
Switzerland
$36M +$3.29M +106,306 +10%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$31.2M +$1.53M +49,427 +5%
Wells Fargo
7
Wells Fargo
California
$30.2M +$3.47M +112,265 +13%
LPL Financial
8
LPL Financial
California
$29.1M +$6.46M +209,085 +29%
WP
9
WealthPLAN Partners
Nebraska
$18.4M +$16.8M +542,381 +1,238%
Ameriprise
10
Ameriprise
Minnesota
$16.9M +$7.81M +252,576 +88%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$13.6M +$4.84M +156,556 +56%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$11.9M +$1.48M +47,894 +14%
Jane Street
13
Jane Street
New York
$10.7M +$3.62M +117,004 +52%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$9.23M -$730K -23,624 -7%
EDRIA
15
Edmonds Duncan Registered Investment Advisors
Kansas
$9.07M +$208K +6,722 +2%
AG
16
Advisor Group
Arizona
$8.38M -$11.7M -377,091 -58%
SFA
17
Stewardship Financial Advisors
Georgia
$7.12M +$511K +16,518 +8%
USAA
18
United Services Automobile Association
Texas
$7M -$408K -13,200 -6%
PAG
19
Private Advisor Group
New Jersey
$5M +$856K +27,673 +21%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$4.82M +$3.79M +122,635 +394%
HS
21
Huntington Steele
Pennsylvania
$4.57M
FA
22
FC Advisory
Pennsylvania
$4.35M +$142K +4,604 +3%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$4.2M +$20.5K +664 +0.5%
CCMG
24
Clark Capital Management Group
Pennsylvania
$4.12M -$20.6M -664,852 -83%
BTS
25
BB&T Securities
Virginia
$4.12M +$1.44M +46,475 +55%