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iShares Core Dividend Growth ETF

310 hedge funds and large institutions have $4.48B invested in iShares Core Dividend Growth ETF in 2019 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 167 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 59

169% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 16

19% more capital invested

Capital invested by funds: $3.76B → $4.48B (+$715M)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

8% more funds holding

Funds holding: 288310 (+22)

0.99% more ownership

Funds ownership: 57.04%58.03% (+0.99%)

Holders
310
Holders Change
+22
Holders Change %
+7.64%
% of All Funds
6.73%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.39%
New
43
Increased
167
Reduced
59
Closed
16
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
$777M +$51.7M +1,378,479 +7%
Bank of America
2
Bank of America
North Carolina
$533M +$21.6M +575,415 +4%
Morgan Stanley
3
Morgan Stanley
New York
$265M +$15.5M +414,353 +6%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$243M +$4.22M +112,580 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$220M -$84M -2,241,842 -28%
HI
6
Horizon Investments
North Carolina
$187M +$112M +2,991,976 +157%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$176M +$70.6M +1,882,732 +69%
Goldman Sachs
8
Goldman Sachs
New York
$138M -$12.6M -336,626 -9%
LPL Financial
9
LPL Financial
California
$119M +$13.4M +358,399 +13%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$113M +$26.8M +714,752 +32%
Wells Fargo
11
Wells Fargo
California
$110M +$14.1M +376,167 +15%
PI
12
PFS Investments
Georgia
$110M +$45M +1,201,328 +73%
UBS Group
13
UBS Group
Switzerland
$108M +$10.6M +281,618 +11%
Ameriprise
14
Ameriprise
Minnesota
$106M +$14.9M +397,351 +17%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$90.2M +$17.4M +464,777 +24%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$74.5M +$21.3M +566,965 +41%
SB
17
Suntrust Banks
Georgia
$64M +$62.8M +1,676,627 New
MML Investors Services
18
MML Investors Services
Massachusetts
$43M +$2.07M +55,311 +5%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$42.3M +$2.59M +69,120 +7%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$35M +$10.9M +289,929 +46%
AG
21
Advisor Group
Arizona
$33.7M +$8.11M +216,474 +33%
RJA
22
Raymond James & Associates
Florida
$32.9M +$3.55M +94,598 +12%
BlackRock
23
BlackRock
New York
$28.1M +$9.2M +245,521 +50%
F
24
F3Logic
Minnesota
$27.9M -$3.93M -104,845 -13%
WP
25
WealthPLAN Partners
Nebraska
$27M -$537K -14,316 -2%