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iShares Core Dividend Growth ETF

209 hedge funds and large institutions have $1.96B invested in iShares Core Dividend Growth ETF in 2018 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 105 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 10

156% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 41

9% more funds holding

Funds holding: 191209 (+18)

7% more capital invested

Capital invested by funds: $1.84B → $1.96B (+$121M)

4.85% less ownership

Funds ownership: 58.45%53.6% (-4.8%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
209
Holders Change
+18
Holders Change %
+9.42%
% of All Funds
4.78%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
29
Increased
105
Reduced
41
Closed
10
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
$438M +$67.6M +1,963,543 +18%
Bank of America
2
Bank of America
North Carolina
$314M +$5.46M +158,668 +2%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$168M +$570K +16,552 +0.3%
Morgan Stanley
4
Morgan Stanley
New York
$124M -$1.77M -51,423 -1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$92.6M +$92.6M +2,689,472 +22,837%
LPL Financial
6
LPL Financial
California
$71.3M +$7.75M +225,210 +12%
UBS Group
7
UBS Group
Switzerland
$64.1M -$1.01M -29,378 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$57.8M +$3.65M +105,978 +7%
CWM
9
Cornerstone Wealth Management
Missouri
$57.6M +$66.4M +1,929,261 +3,918%
Ameriprise
10
Ameriprise
Minnesota
$57M +$8.08M +234,707 +16%
Wells Fargo
11
Wells Fargo
California
$54.9M +$4.02M +116,862 +8%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$32.6M -$9.12K -265 -0%
WP
13
WealthPLAN Partners
Nebraska
$26.9M +$3.39M +98,486 +14%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$20M +$4.58M +132,988 +29%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$16.1M +$6.79M +197,255 +72%
RJA
16
Raymond James & Associates
Florida
$14.7M +$2.14M +62,064 +17%
MML Investors Services
17
MML Investors Services
Massachusetts
$13.4M -$27M -783,129 -67%
Mariner
18
Mariner
Kansas
$13.2M +$13.2M +384,306 New
SFA
19
Stewardship Financial Advisors
Georgia
$12.6M -$1.39M -40,498 -10%
SWP
20
Strategic Wealth Partners
Ohio
$12.6M +$2.42M +70,411 +24%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$11.9M +$1.59M +46,097 +15%
AG
22
Advisor Group
Arizona
$10.6M +$418K +12,132 +4%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$9.71M +$1.21M +35,075 +14%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$8.93M -$128K -3,727 -1%
Jane Street
25
Jane Street
New York
$8.27M +$8.3M +241,139 New