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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
RFN
376
Redwood Financial Network
Ohio
$1.19M +$6.15K +122 +0.5%
UWM
377
USAdvisors Wealth Management
Minnesota
$1.17M +$48.3K +958 +4%
HFA
378
High Falls Advisors
New York
$1.17M +$33.4K +663 +3%
RW
379
RVW Wealth
California
$1.16M +$675K +13,396 +121%
IF
380
Intrua Financial
Texas
$1.16M +$62.8K +1,246 +5%
KBFS
381
Kohmann Bosshard Financial Services
Ohio
$1.16M +$154K +3,045 +14%
NL
382
NWAM LLC
Washington
$1.16M +$1.22M +24,292 New
JC
383
JB Capital
Connecticut
$1.15M +$388K +7,704 +47%
Northern Trust
384
Northern Trust
Illinois
$1.14M +$671K +13,304 +125%
BCA
385
Bay Colony Advisors
Massachusetts
$1.13M +$62.3K +1,236 +6%
MCA
386
MSH Capital Advisors
Arizona
$1.13M +$236K +4,689 +25%
EA
387
Eudaimonia Advisors
Tennessee
$1.12M +$178K +3,529 +18%
GT
388
Glenmede Trust
Pennsylvania
$1.12M +$252K +5,000 +27%
AIP
389
Almanack Investment Partners
Pennsylvania
$1.12M -$94K -1,864 -7%
RBFC
390
Roman Butler Fullerton & Co
Missouri
$1.11M -$110K -2,187 -9%
PFO
391
Pathstone Family Office
New Jersey
$1.1M +$356K +7,065 +44%
HBW
392
Hazlett, Burt & Watson
West Virginia
$1.1M +$435K +8,624 +59%
FFWM
393
Future Financial Wealth Management
Ohio
$1.09M
NFSG
394
Newbridge Financial Services Group
Florida
$1.08M -$61.6K -1,222 -5%
EIP
395
Ellis Investment Partners
Pennsylvania
$1.08M +$42.5K +842 +4%
HI
396
Human Investing
Oregon
$1.05M +$1.11M +22,045 New
AMR
397
Asset Management Resources
Massachusetts
$1.05M -$8.67K -172 -0.8%
CCFM
398
Clear Creek Financial Management
Washington
$1.04M +$391K +7,759 +55%
MFA
399
Mayflower Financial Advisors
Massachusetts
$1.04M +$40.4K +802 +4%
GWM
400
Geneos Wealth Management
Colorado
$1.04M +$30.3K +600 +3%