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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
Financial Engines Advisors
401
Financial Engines Advisors
California
$1.04M -$6.35K -126 -0.6%
MGIA
402
Moneta Group Investment Advisors
Missouri
$1.03M +$16.8K +334 +2%
CW
403
CreativeOne Wealth
Kansas
$1.03M -$171K -3,401 -14%
MMM
404
Mendel Money Management
Illinois
$1.01M -$41.2K -818 -4%
OAM
405
Occidental Asset Management
California
$1M
HA
406
Herold Advisors
New York
$995K +$50 +1 +0%
SFSG
407
Sound Financial Strategies Group
Mississippi
$994K -$93.4K -1,852 -8%
VPW
408
Vericrest Private Wealth
Pennsylvania
$955K +$105K +2,084 +12%
LW
409
Linscomb Wealth
Texas
$949K -$10.7K -213 -1%
SWP
410
Summit Wealth Partners
Florida
$947K +$4.94K +98 +0.5%
MWM
411
Minot Wealth Management
Massachusetts
$943K
BIA
412
Biondo Investment Advisors
Pennsylvania
$939K -$57.6K -1,142 -5%
NGA
413
Naples Global Advisors
Florida
$931K +$26.1K +517 +3%
GWAG
414
Garrett Wealth Advisory Group
Texas
$929K -$279K -5,526 -22%
BAM
415
Belpointe Asset Management
Nevada
$927K +$10.9K +216 +1%
PA
416
Parallel Advisors
California
$911K +$40.2K +797 +4%
ARC
417
Advisor Resource Council
Texas
$911K +$569K +11,276 +144%
OIA
418
Optimum Investment Advisors
Illinois
$908K +$35.3K +700 +4%
OCM
419
Objective Capital Management
Ohio
$907K +$56.5K +1,121 +6%
MAM
420
McLean Asset Management
Virginia
$906K +$1.71K +34 +0.2%
VNA
421
Valley National Advisers
Pennsylvania
$892K -$146K -2,900 -14%
GLA
422
Good Life Advisors
Pennsylvania
$885K -$173K -3,436 -16%
CFS
423
CRA Financial Services
New Jersey
$879K
CAN
424
Claraphi Advisory Network
United States
$868K +$17.3K +344 +2%
CFCI
425
Comprehensive Financial Consultants Institutional
Indiana
$867K -$11.2K -222 -1%