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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
MFG
451
Magnus Financial Group
New York
$691K +$130K +2,570 +22%
CWP
452
Corepath Wealth Partners
Arizona
$690K +$9.33K +185 +1%
IA
453
IFG Advisory
Georgia
$689K +$101K +1,997 +16%
SFO
454
Stokes Family Office
Louisiana
$686K +$15.4K +306 +2%
CCMD
455
Cypress Capital Management (Delaware)
Delaware
$681K -$85K -1,685 -11%
PTC
456
Private Trust Company
Ohio
$681K +$172K +3,417 +31%
RWA
457
Ropes Wealth Advisors
Massachusetts
$674K +$84.5K +1,676 +13%
AL
458
Aspiriant LLC
California
$669K +$363K +7,194 +105%
PPW
459
Pasadena Private Wealth
California
$666K +$16.6K +329 +2%
RMAM
460
Raab & Moskowitz Asset Management
New Jersey
$664K
AFAS
461
Acorn Financial Advisory Services
Virginia
$663K +$264K +5,238 +60%
LC
462
Lincoln Capital
Nebraska
$656K +$82K +1,627 +13%
HGERS
463
Householder Group Estate & Retirement Specialist
Arizona
$654K +$9.53K +189 +1%
AWA
464
Amplius Wealth Advisors
Pennsylvania
$651K -$2.28M -45,274 -77%
TF
465
TRH Financial
Iowa
$649K -$30.1K -596 -4%
LMKC
466
L.M. Kohn & Company
Ohio
$648K -$49.4K -980 -7%
LI
467
LMCG Investments
Massachusetts
$644K +$10.8K +214 +2%
GWSG
468
GPS Wealth Strategies Group
Colorado
$643K -$2.12M -42,054 -76%
T. Rowe Price Associates
469
T. Rowe Price Associates
Maryland
$640K
FAM
470
Formidable Asset Management
Ohio
$635K
TFA
471
Teamwork Financial Advisors
Texas
$631K -$84.3K -1,672 -11%
SFG
472
StrategIQ Financial Group
Indiana
$623K -$5.34K -106 -0.8%
AFG
473
Albion Financial Group
Utah
$609K -$2.77K -55 -0.4%
Fifth Third Bancorp
474
Fifth Third Bancorp
Ohio
$609K +$404K +8,010 +168%
SCA
475
Snowden Capital Advisors
New York
$595K +$68.1K +1,350 +12%