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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
KIA
301
KCM Investment Advisors
California
$2.11M -$340K -6,734 -13%
CIAS
302
CFS Investment Advisory Services
New Jersey
$2.1M -$118M -2,349,141 -98%
FDCDDQ
303
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.08M +$2.07M +40,966 +1,492%
CAM
304
Cresset Asset Management
Illinois
$2.05M +$1.09M +21,616 +101%
CI
305
CX Institutional
Indiana
$2.04M +$2.15M +42,730 New
RA
306
RFG Advisory
Alabama
$2.03M +$671K +13,315 +50%
IA
307
IFP Advisors
Florida
$2.01M
IWC
308
Integrated Wealth Concepts
Massachusetts
$1.98M -$102K -2,031 -5%
AAS
309
Ameritas Advisory Services
Nebraska
$1.97M +$63.3K +1,256 +3%
LA
310
LexAurum Advisors
Kansas
$1.95M +$581K +11,515 +39%
SC
311
Scotia Capital
Ontario, Canada
$1.91M +$511K +10,129 +34%
CWS
312
Confluence Wealth Services
Pennsylvania
$1.9M +$1.53M +30,326 +457%
IWP
313
Icon Wealth Partners
Texas
$1.9M +$17.9K +356 +0.9%
UCFA
314
United Capital Financial Advisors
Texas
$1.89M +$221K +4,379 +12%
MSWMA
315
Market Street Wealth Management Advisors
Indiana
$1.89M -$15.1K -300 -0.8%
OPS
316
Orion Portfolio Solutions
Nebraska
$1.87M -$597K -11,832 -23%
EDRIA
317
Edmonds Duncan Registered Investment Advisors
Kansas
$1.87M -$190K -3,769 -9%
HR
318
Howe & Rusling
New York
$1.85M -$18.3K -362 -0.9%
BIP
319
Bouvel Investment Partners
Pennsylvania
$1.85M +$16.8K +333 +0.9%
AWM
320
Axxcess Wealth Management
California
$1.83M +$1.35M +26,827 +231%
SF
321
Synovus Financial
Georgia
$1.83M -$1.76K -35 -0.1%
HTC
322
Haverford Trust Company
Pennsylvania
$1.82M +$148K +2,932 +8%
AF
323
Apexium Financial
Texas
$1.82M +$33.5K +665 +2%
BFS
324
Bard Financial Services
Connecticut
$1.81M
ICM
325
Islay Capital Management
Texas
$1.78M +$64.7K +1,284 +4%