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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
MCM
326
MAI Capital Management
Ohio
$1.77M +$829K +16,436 +79%
MSA
327
Marino Stram & Associates
Massachusetts
$1.76M -$1.28M -25,380 -41%
RF
328
Resolute Financial
Massachusetts
$1.7M -$28.6K -567 -2%
SEP
329
Southland Equity Partners
Missouri
$1.7M +$113K +2,248 +7%
LGWM
330
Litman Gregory Wealth Management
California
$1.68M +$1.78M +35,300 New
BCI
331
Brinker Capital Investments
Pennsylvania
$1.66M -$38.9K -771 -2%
CFD
332
Creative Financial Designs
Indiana
$1.65M +$205K +4,056 +13%
HF
333
HRT Financial
New York
$1.6M -$1.36M -26,891 -44%
WIP
334
WealthCare Investment Partners
Rhode Island
$1.57M +$43.3K +859 +3%
HIS
335
Horizon Investment Services
Indiana
$1.57M +$25.5K +505 +2%
KMWM
336
Keudell/Morrison Wealth Management
Oregon
$1.56M -$73.1K -1,450 -4%
SG
337
StoneX Group
New York
$1.54M +$566K +11,233 +53%
PIMG
338
Patriot Investment Management Group
Tennessee
$1.53M +$23.1K +459 +1%
CWP
339
Curated Wealth Partners
California
$1.52M
EP
340
Eudaimonia Partners
Tennessee
$1.5M +$805K +15,975 +103%
RG
341
Retirement Group
California
$1.48M -$65.6K -1,301 -4%
CIBC World Market
342
CIBC World Market
Ontario, Canada
$1.47M +$1.56M +30,858 New
NCM
343
New Capital Management
Texas
$1.46M
MCM
344
Maryland Capital Management
Maryland
$1.46M +$1.54M +30,595 New
Brown Advisory
345
Brown Advisory
Maryland
$1.45M -$3.48K -69 -0.2%
HHRDM
346
H&H Retirement Design & Management
Nevada
$1.44M -$61.4K -1,217 -4%
CAC
347
Certified Advisory Corp
Florida
$1.43M -$87.1K -1,728 -5%
MIAN
348
Mariner Independent Advisor Network
Kansas
$1.41M -$99.3K -1,970 -6%
TVAMP
349
Tennessee Valley Asset Management Partners
Tennessee
$1.4M +$35.1K +696 +2%
CRC
350
Curi RMB Capital
Illinois
$1.39M -$399K -7,921 -21%