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iShares Core Dividend Growth ETF

789 hedge funds and large institutions have $12.3B invested in iShares Core Dividend Growth ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 366 increasing their positions, 247 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 247

29% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 51

18% more call options, than puts

Call options by funds: $2.1M | Put options by funds: $1.78M

9% more funds holding in top 10

Funds holding in top 10: 98107 (+9)

1% more funds holding

Funds holding: 783789 (+6)

1.39% less ownership

Funds ownership: 57.57%56.18% (-1.4%)

8% less capital invested

Capital invested by funds: $13.4B → $12.3B (-$1.09B)

Holders
789
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
13.29%
Holding in Top 10
107
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.18%
% of All Funds
1.8%
New
66
Increased
366
Reduced
247
Closed
51
Calls
$2.1M
Puts
$1.78M
Net Calls
+$327K
Net Calls Change
-$52.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
226
TriaGen Wealth Management
California
$3.88M +$190K +3,776 +5%
SWA
227
SOA Wealth Advisors
New York
$3.88M +$467K +9,259 +13%
MFG
228
Merit Financial Group
Georgia
$3.77M +$222K +4,410 +6%
EWA
229
Exencial Wealth Advisors
Oklahoma
$3.72M +$4.08K +81 +0.1%
VA
230
Valmark Advisers
Ohio
$3.71M +$299K +5,927 +8%
PPW
231
Pinnacle Private Wealth
Massachusetts
$3.71M +$396K +7,857 +11%
AF
232
AtlasMark Financial
Texas
$3.68M +$482K +9,566 +14%
DADC
233
D.A. Davidson & Co
Montana
$3.67M +$1.93M +38,304 +99%
SFPG
234
Stonebridge Financial Planning Group
Florida
$3.62M +$120K +2,375 +3%
WS
235
Wela Strategies
Georgia
$3.57M -$19.4K -384 -0.5%
FIM
236
Fernwood Investment Management
Massachusetts
$3.57M +$209K +4,145 +6%
PFS
237
Prospera Financial Services
Texas
$3.56M +$169K +3,348 +5%
AWA
238
Arete Wealth Advisors
Illinois
$3.55M +$33.9K +672 +0.9%
FLI
239
Family Legacy Inc
South Carolina
$3.55M -$16.3K -323 -0.4%
TP
240
Tranquility Partners
Tennessee
$3.52M +$288K +5,710 +8%
HC
241
Hoese & Co
Minnesota
$3.45M -$20.9K -414 -0.6%
WA
242
WBH Advisory
Maryland
$3.45M +$572K +11,349 +19%
PA
243
PFG Advisors
Arizona
$3.42M +$472K +9,368 +15%
AFP
244
Ausdal Financial Partners
Iowa
$3.4M -$149K -2,951 -4%
KOMWMG
245
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.37M +$3.57M +70,824 New
US Bancorp
246
US Bancorp
Minnesota
$3.35M -$852K -16,906 -19%
RTL
247
Red Tortoise LLC
Georgia
$3.34M +$8.92K +177 +0.3%
IFG
248
Independent Financial Group
California
$3.31M -$34.2K -679 -1%
LWA
249
LWS Wealth Advisors
New Jersey
$3.29M -$167K -3,313 -5%
HSWM
250
Hubbell Strickland Wealth Management
Louisiana
$3.27M +$175K +3,475 +5%