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iShares Core Dividend Growth ETF

453 hedge funds and large institutions have $5.9B invested in iShares Core Dividend Growth ETF in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 192 increasing their positions, 82 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,657% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 7

135% more funds holding in top 10

Funds holding in top 10: 2047 (+27)

134% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 82

32% more funds holding

Funds holding: 342453 (+111)

22% more capital invested

Capital invested by funds: $4.83B → $5.9B (+$1.07B)

0.8% more ownership

Funds ownership: 56.16%56.95% (+0.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
453
Holders Change
+111
Holders Change %
+32.46%
% of All Funds
8.93%
Holding in Top 10
47
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+135%
% of All Funds
0.93%
New
123
Increased
192
Reduced
82
Closed
7
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$936M +$47.9M +1,183,805 +6%
Bank of America
2
Bank of America
North Carolina
$587M -$9.9M -244,870 -2%
Morgan Stanley
3
Morgan Stanley
New York
$354M +$51.1M +1,264,229 +18%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$286M +$10.7M +264,834 +4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$282M +$3.93M +97,108 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$197M +$1.6M +39,561 +0.9%
LPL Financial
7
LPL Financial
California
$177M +$24.4M +603,667 +17%
Ameriprise
8
Ameriprise
Minnesota
$169M +$30M +741,721 +23%
Goldman Sachs
9
Goldman Sachs
New York
$164M +$4.77M +117,815 +3%
Wells Fargo
10
Wells Fargo
California
$162M +$30.1M +743,207 +24%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$158M +$21M +520,398 +16%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$158M +$28.6M +708,183 +23%
UBS Group
13
UBS Group
Switzerland
$138M +$14.9M +368,809 +13%
Truist Financial
14
Truist Financial
North Carolina
$118M +$113M +2,793,465 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$105M +$11.4M +281,591 +13%
RJA
16
Raymond James & Associates
Florida
$76.7M +$15.4M +381,051 +26%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$59.4M +$5.46M +134,957 +11%
MML Investors Services
18
MML Investors Services
Massachusetts
$55.5M +$6.64M +164,165 +14%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$52.5M +$5.71M +141,122 +13%
RIG
20
RiverFront Investment Group
Virginia
$51.8M -$358K -8,855 -0.7%
SEIA
21
Signature Estate & Investment Advisors
California
$48.3M +$46.4M +1,147,145 New
AWM
22
Argent Wealth Management
Massachusetts
$42M +$40.4M +998,134 New
PAG
23
Private Advisor Group
New Jersey
$37.4M +$6.29M +155,424 +21%
KIM
24
Karpus Investment Management
New York
$33.9M +$4.06M +100,332 +14%
FAAS
25
First Allied Advisory Services
California
$33.4M +$6.34M +156,862 +25%