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iShares Core Dividend Growth ETF

253 hedge funds and large institutions have $2.89B invested in iShares Core Dividend Growth ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 127 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 19

195% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 43

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

27% more capital invested

Capital invested by funds: $2.27B → $2.89B (+$615M)

18% more funds holding

Funds holding: 214253 (+39)

6.57% more ownership

Funds ownership: 51.88%58.44% (+6.6%)

Holders
253
Holders Change
+39
Holders Change %
+18.22%
% of All Funds
5.64%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.31%
New
60
Increased
127
Reduced
43
Closed
19
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
$558M +$93.9M +2,669,967 +19%
Bank of America
2
Bank of America
North Carolina
$445M +$126M +3,570,868 +36%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$217M +$137M +3,885,928 +147%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$196M +$15M +427,109 +8%
Morgan Stanley
5
Morgan Stanley
New York
$184M +$54.3M +1,545,241 +39%
Wells Fargo
6
Wells Fargo
California
$123M +$65.6M +1,866,786 +101%
Goldman Sachs
7
Goldman Sachs
New York
$121M +$127M +3,626,128 +13,537%
UBS Group
8
UBS Group
Switzerland
$99.6M +$36.7M +1,043,246 +53%
LPL Financial
9
LPL Financial
California
$81.5M +$12M +342,745 +16%
Ameriprise
10
Ameriprise
Minnesota
$69.6M +$12.8M +363,560 +21%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$59.6M +$53.7M +1,528,846 +569%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$57.4M +$8.21M +233,554 +16%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$52M +$13.4M +382,467 +32%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$31.2M +$5.51M +156,774 +20%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$30.3M +$13.3M +377,578 +70%
MML Investors Services
16
MML Investors Services
Massachusetts
$30M +$5.58M +158,814 +21%
WP
17
WealthPLAN Partners
Nebraska
$26.8M +$926K +26,337 +4%
PAG
18
Private Advisor Group
New Jersey
$19.3M +$9.31M +264,928 +84%
RJA
19
Raymond James & Associates
Florida
$17.3M +$3.45M +98,139 +23%
SFA
20
Stewardship Financial Advisors
Georgia
$16.5M +$2.77M +78,767 +19%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$16.1M +$10.9M +309,930 +179%
SWP
22
Strategic Wealth Partners
Ohio
$16M +$4M +113,848 +32%
F
23
F3Logic
Minnesota
$15M +$14.7M +417,612 +1,204%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$14.2M +$1.4M +39,701 +10%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$14M +$6.45M +183,555 +77%