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iShares Core Dividend Growth ETF

583 hedge funds and large institutions have $8.47B invested in iShares Core Dividend Growth ETF in 2020 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 257 increasing their positions, 131 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

495% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 20

96% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 131

30% more capital invested

Capital invested by funds: $6.54B → $8.47B (+$1.94B)

22% more funds holding in top 10

Funds holding in top 10: 6377 (+14)

18% more funds holding

Funds holding: 496583 (+87)

1.86% more ownership

Funds ownership: 55.72%57.58% (+1.9%)

Holders
583
Holders Change
+87
Holders Change %
+17.54%
% of All Funds
10.32%
Holding in Top 10
77
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+22.22%
% of All Funds
1.36%
New
119
Increased
257
Reduced
131
Closed
20
Calls
$9.53M
Puts
Net Calls
+$9.53M
Net Calls Change
+$9.52M
Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
1
First Command Advisory Services
Texas
$1.21B +$46.9M +1,103,029 +4%
Bank of America
2
Bank of America
North Carolina
$676M +$19.7M +463,474 +3%
Morgan Stanley
3
Morgan Stanley
New York
$592M +$42.1M +991,053 +8%
BlackRock
4
BlackRock
New York
$431M +$379M +8,905,716 +1,238%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$317M +$3.06M +72,043 +1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$295M +$44.7M +1,050,601 +19%
Ameriprise
7
Ameriprise
Minnesota
$284M +$38.7M +909,850 +17%
LPL Financial
8
LPL Financial
California
$246M +$26.6M +626,253 +13%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$238M +$4.06M +95,413 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$224M +$39.8M +936,579 +23%
CIA
11
Capital Investment Advisors
Georgia
$196M -$2.21M -52,046 -1%
Goldman Sachs
12
Goldman Sachs
New York
$186M +$4.22M +99,239 +2%
UBS Group
13
UBS Group
Switzerland
$182M -$317K -7,448 -0.2%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$178M +$8.64M +203,124 +5%
Wells Fargo
15
Wells Fargo
California
$175M +$31.5M +741,071 +23%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$157M +$15.1M +354,940 +11%
Osaic Holdings
17
Osaic Holdings
Arizona
$112M +$9.45M +222,220 +10%
HighTower Advisors
18
HighTower Advisors
Illinois
$103M +$70.5M +1,659,026 +259%
MML Investors Services
19
MML Investors Services
Massachusetts
$99M -$8.12M -190,988 -8%
RJA
20
Raymond James & Associates
Florida
$72.5M -$8.09M -190,336 -11%
Truist Financial
21
Truist Financial
North Carolina
$71.5M -$70M -1,646,391 -51%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$63.2M +$11.7M +274,190 +24%
JP Morgan Chase
23
JP Morgan Chase
New York
$56.7M +$1.91M +44,850 +4%
PAG
24
Private Advisor Group
New Jersey
$52.4M +$20.6M +484,153 +71%
AC
25
Allstate Corporation
Illinois
$51.5M +$48.9M +1,150,000 New