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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
QCIG
251
Quad-Cities Investment Group
Iowa
$3.26M +$375K +7,440 +12%
TCM
252
Towercrest Capital Management
Pennsylvania
$3.25M +$581K +11,516 +20%
CG
253
Colony Group
Massachusetts
$3.16M +$25.8K +511 +0.8%
FNC
254
First National Corp
Massachusetts
$3.15M +$243K +4,811 +8%
TF
255
Theory Financial
Colorado
$3.12M +$14.2K +282 +0.4%
LSAG
256
Lake Street Advisors Group
New Hampshire
$3.07M +$353 +7 +0%
RSWM
257
Robertson Stephens Wealth Management
California
$3.07M +$807K +16,008 +33%
JWM
258
Jackson Wealth Management
Florida
$3.04M +$3.21M +63,749 New
RSS
259
Rosenblum Silverman Sutton
California
$3.03M +$139K +2,752 +5%
CPIA
260
Cornell Pochily Investment Advisors
New York
$3.01M +$28K +556 +0.9%
WIA
261
World Investment Advisors
California
$2.99M +$300K +5,953 +11%
SCA
262
Scott Capital Advisors
Oregon
$2.96M +$1.97M +39,140 +170%
GPA
263
Guidance Point Advisors
Massachusetts
$2.94M +$123K +2,433 +4%
Lazard Asset Management
264
Lazard Asset Management
New York
$2.88M +$10.7K +213 +0.4%
BPA
265
Beacon Pointe Advisors
California
$2.86M -$939K -18,633 -24%
MWPCG
266
Measured Wealth Private Client Group
New Hampshire
$2.86M
CFP
267
Cypress Financial Planning
New Jersey
$2.85M +$3.02M +59,877 New
AI
268
Atria Investments
North Carolina
$2.85M -$38.1K -756 -1%
GEA
269
Glen Eagle Advisors
New Jersey
$2.81M +$419K +8,320 +16%
BG
270
Benedetti & Gucer
Georgia
$2.81M -$169K -3,359 -5%
BFA
271
Beacon Financial Advisory
Ohio
$2.81M +$32K +634 +1%
FAIM
272
Financial Advocates Investment Management
Washington
$2.77M -$154K -3,063 -5%
Prudential Financial
273
Prudential Financial
New Jersey
$2.77M +$301K +5,971 +11%
SMC
274
Smith, Moore & Co
Missouri
$2.74M +$193K +3,821 +7%
PA
275
Pinnacle Associates
New York
$2.73M +$299K +5,926 +12%