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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
APA
351
Astoria Portfolio Advisors
New York
$1.38M -$244K -4,844 -14%
SWP
352
ShoreHaven Wealth Partners
New Jersey
$1.38M -$870K -17,255 -37%
BFEC
353
Benjamin F. Edwards & Company
Missouri
$1.37M +$8.82K +175 +0.6%
FHC
354
First Heartland Consultants
Missouri
$1.37M -$45.4K -900 -3%
SFP
355
Shepherd Financial Partners
Massachusetts
$1.36M +$1.44M +28,557 New
RPGK
356
Retirement Planning Group (Kansas)
Kansas
$1.35M +$1.43M +28,421 New
SIC
357
Samalin Investment Counsel
New York
$1.34M +$98.1K +1,945 +7%
WCFA
358
Walkner Condon Financial Advisors
Wisconsin
$1.33M -$12.2K -242 -0.9%
CPIG
359
Chicago Partners Investment Group
Illinois
$1.33M +$6.35K +126 +0.5%
AF
360
Allworth Financial
California
$1.3M -$226K -4,474 -14%
EPA
361
Element Pointe Advisors
Florida
$1.29M -$136K -2,702 -9%
BTWM
362
Baker Tilly Wealth Management
Wisconsin
$1.28M -$77.7K -1,541 -5%
William Blair & Company
363
William Blair & Company
Illinois
$1.28M -$19.7K -390 -1%
WAP
364
Wealthcare Advisory Partners
Pennsylvania
$1.27M -$293K -5,802 -18%
VCM
365
Virtue Capital Management
Tennessee
$1.27M +$113K +2,238 +9%
TC
366
Titleist Capital
Texas
$1.27M -$514K -10,188 -28%
CA
367
CSM Advisors
Pennsylvania
$1.25M
NRA
368
NSI Retail Advisors
Pennsylvania
$1.25M
RWP
369
RWA Wealth Partners
Massachusetts
$1.25M +$640K +12,685 +93%
STAS
370
Strong Tower Advisory Services
Minnesota
$1.23M +$1.3M +25,747 New
VC
371
Veracity Capital
Georgia
$1.22M -$6.96K -138 -0.5%
HAS
372
HBW Advisory Services
California
$1.22M +$12.8K +253 +1%
GVAG
373
Great Valley Advisor Group
Delaware
$1.22M +$115K +2,276 +10%
EWM
374
Endowment Wealth Management
Wisconsin
$1.21M +$71.5K +1,419 +6%
APW
375
Aurora Private Wealth
New Jersey
$1.2M -$30.3K -601 -2%