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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
DIA
426
Davidson Investment Advisors
Montana
$863K +$238K +4,718 +35%
IP
427
Investment Partners
Ohio
$857K +$1.21K +24 +0.1%
GWM
428
GSB Wealth Management
Connecticut
$851K -$3.02K -60 -0.3%
FFG
429
Ford Financial Group
California
$841K -$1.36K -27 -0.2%
JCM
430
Jacobi Capital Management
Pennsylvania
$829K -$5.04K -100 -0.6%
NCM
431
NCM Capital Management
New Jersey
$827K +$663K +13,150 +313%
TA
432
TrueWealth Advisors
Alabama
$826K -$9.18K -182 -1%
VC
433
Vicus Capital
Pennsylvania
$821K -$106K -2,104 -11%
HNWAG
434
High Net Worth Advisory Group
Florida
$820K +$151 +3 +0%
OFG
435
Oxford Financial Group
Indiana
$818K -$204K -4,045 -19%
BOPW
436
Brandywine Oak Private Wealth
Pennsylvania
$784K +$90.9K +1,803 +12%
AA
437
Addison Advisors
Vermont
$780K -$6.2K -123 -0.7%
LWP
438
Legacy Wealth Planning
Nevada
$768K +$7.61K +151 +0.9%
SC
439
SouthState Corp
Florida
$763K +$253K +5,012 +46%
JIC
440
Johnson Investment Counsel
Ohio
$756K -$10.8K -215 -1%
WPP
441
Whalerock Point Partners
Rhode Island
$754K +$17K +338 +2%
MSFS
442
Main Street Financial Solutions
Pennsylvania
$749K -$39.1K -775 -5%
GM
443
GeoWealth Management
Illinois
$737K -$1.12M -22,239 -59%
Susquehanna International Group
444
Susquehanna International Group
Pennsylvania
$728K -$1.35M -26,713 -64%
CF
445
Centaurus Financial
California
$725K +$8.72K +173 +1%
MWM
446
Mission Wealth Management
California
$725K +$767K +15,220 New
RF
447
Rollins Financial
Georgia
$714K -$8.77K -174 -1%
RIA
448
Regal Investment Advisors
Michigan
$710K +$13.5K +267 +2%
IWS
449
Insight Wealth Strategies
California
$692K -$286K -5,675 -28%
CMS
450
Capital Market Strategies
Florida
$691K -$52.3K -1,037 -7%