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iShares Core Dividend Growth ETF

136 hedge funds and large institutions have $1.13B invested in iShares Core Dividend Growth ETF in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 79 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 24

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

15% more capital invested

Capital invested by funds: $980M → $1.13B (+$150M)

7% more funds holding

Funds holding: 127136 (+9)

2.16% less ownership

Funds ownership: 55.11%52.95% (-2.2%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
136
Holders Change
+9
Holders Change %
+7.09%
% of All Funds
3.39%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
23
Increased
79
Reduced
24
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$231M +$31.3M +985,084 +16%
Bank of America
2
Bank of America
North Carolina
$224M +$10.6M +333,750 +5%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$137M +$7.71M +242,441 +6%
Morgan Stanley
4
Morgan Stanley
New York
$104M +$4.35M +136,667 +4%
UBS Group
5
UBS Group
Switzerland
$39.9M +$2.56M +80,652 +7%
Wells Fargo
6
Wells Fargo
California
$38.7M +$7.27M +228,555 +24%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$34.5M +$2.11M +66,403 +7%
LPL Financial
8
LPL Financial
California
$33.1M +$2.92M +91,692 +10%
AssetMark Inc
9
AssetMark Inc
California
$23M +$22.6M +709,477 New
Ameriprise
10
Ameriprise
Minnesota
$21.4M +$3.89M +122,227 +23%
WP
11
WealthPLAN Partners
Nebraska
$19.8M +$719K +22,613 +4%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$18.8M +$4.56M +143,308 +33%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$13.2M +$770K +24,212 +6%
AG
14
Advisor Group
Arizona
$12M +$3.27M +102,803 +38%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$9.25M -$310K -9,741 -3%
SFA
16
Stewardship Financial Advisors
Georgia
$8M +$604K +19,007 +8%
NAM
17
North American Management
Massachusetts
$7.7M +$7.54M +237,175 New
USAA
18
United Services Automobile Association
Texas
$7.26M
MML Investors Services
19
MML Investors Services
Massachusetts
$6.92M +$3.41M +107,264 +101%
PAG
20
Private Advisor Group
New Jersey
$6.02M +$778K +24,459 +15%
HS
21
Huntington Steele
Pennsylvania
$4.95M +$205K +6,442 +4%
FA
22
FC Advisory
Pennsylvania
$4.59M +$81.3K +2,556 +2%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$4.53M +$173K +5,433 +4%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.16M -$812K -25,530 -17%
Jane Street
25
Jane Street
New York
$4.03M -$6.95M -218,544 -64%