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iShares Core Dividend Growth ETF

214 hedge funds and large institutions have $2.27B invested in iShares Core Dividend Growth ETF in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 105 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 61

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

16% more capital invested

Capital invested by funds: $1.96B → $2.27B (+$309M)

2% more funds holding

Funds holding: 209214 (+5)

1.72% less ownership

Funds ownership: 53.6%51.88% (-1.7%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
214
Holders Change
+5
Holders Change %
+2.39%
% of All Funds
4.89%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
20
Increased
105
Reduced
61
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
$524M +$50.2M +1,379,956 +11%
Bank of America
2
Bank of America
North Carolina
$365M +$24.8M +683,193 +7%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$203M +$21.4M +587,837 +12%
Morgan Stanley
4
Morgan Stanley
New York
$149M +$14.3M +394,466 +11%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$98M -$2.1M -57,812 -2%
LPL Financial
6
LPL Financial
California
$78.4M +$1.28M +35,284 +2%
UBS Group
7
UBS Group
Switzerland
$72.6M +$3.16M +87,044 +5%
Wells Fargo
8
Wells Fargo
California
$68.5M +$8.96M +246,476 +15%
Ameriprise
9
Ameriprise
Minnesota
$65.3M +$2.78M +76,561 +5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$55.4M -$6.96M -191,554 -11%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$43.9M +$8.45M +232,407 +24%
CWM
12
Cornerstone Wealth Management
Missouri
$30M -$36.2M -995,611 -50%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$29M +$11.4M +313,661 +67%
MML Investors Services
14
MML Investors Services
Massachusetts
$27.6M +$12.9M +355,255 +91%
WP
15
WealthPLAN Partners
Nebraska
$25M -$2.64M -72,590 -9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$19.9M -$1.77M -48,569 -8%
RJA
17
Raymond James & Associates
Florida
$15.7M -$158K -4,345 -1%
SFA
18
Stewardship Financial Advisors
Georgia
$15.5M +$1.85M +50,855 +14%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$14.4M +$1.53M +42,092 +12%
AG
20
Advisor Group
Arizona
$13.6M +$2.07M +56,938 +18%
SWP
21
Strategic Wealth Partners
Ohio
$13.2M -$399K -10,978 -3%
Mariner
22
Mariner
Kansas
$12.6M -$1.62M -44,684 -12%
PAG
23
Private Advisor Group
New Jersey
$11.7M +$5.6M +154,137 +95%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$10.9M +$1.16M +31,799 +12%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$9.96M +$9.77M +268,783 New