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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
FWI
276
Facet Wealth Inc
Maryland
$2.68M -$81.8K -1,623 -3%
SWM
277
Spire Wealth Management
Virginia
$2.63M +$11.6K +230 +0.4%
PIA
278
Perennial Investment Advisors
California
$2.58M -$292K -5,785 -10%
RWA
279
Redhawk Wealth Advisors
Minnesota
$2.58M +$154K +3,048 +6%
WCG
280
Weaver Consulting Group
California
$2.54M -$113K -2,250 -4%
CWM
281
Castle Wealth Management
Florida
$2.48M +$2.63M +52,147 New
FI
282
Financial Insights
Washington
$2.42M +$412K +8,176 +19%
FHA
283
Flagship Harbor Advisors
Massachusetts
$2.42M +$31.1K +616 +1%
CA
284
Crewe Advisors
Utah
$2.41M +$40.1K +796 +2%
KWM
285
Kingsview Wealth Management
Oregon
$2.4M +$440K +8,731 +21%
SIC
286
Sterling Investment Counsel
New York
$2.39M -$5.34K -106 -0.2%
GB
287
Gunma Bank
Japan
$2.38M +$2.52M +50,000 New
SCP
288
Syntal Capital Partners
Texas
$2.38M -$452K -8,968 -15%
FG
289
Fiduciary Group
Georgia
$2.38M -$27.8K -552 -1%
CFGS
290
Concourse Financial Group Securities
Alabama
$2.36M +$742K +14,722 +42%
EL
291
EQ LLC
Washington
$2.33M -$9.65M -191,316 -80%
EWM
292
EPG Wealth Management
Georgia
$2.29M +$38.6K +765 +2%
TCM
293
TD Capital Management
Tennessee
$2.28M -$20.5K -407 -0.8%
T
294
TCWP
Ohio
$2.28M +$180K +3,573 +8%
IWM
295
IHT Wealth Management
Illinois
$2.27M -$101K -2,012 -4%
KFGK
296
Keystone Financial Group (Kentucky)
Kentucky
$2.22M +$100K +1,984 +4%
RJT
297
Raymond James Trust
Florida
$2.18M -$691K -13,696 -23%
NW
298
NewEdge Wealth
Pennsylvania
$2.17M +$303 +6 +0%
WANY
299
Wealthspire Advisors (New York)
New York
$2.15M +$744K +14,763 +49%
CS
300
Comerica Securities
Michigan
$2.13M -$1.04M -20,646 -32%