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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
TSS
476
Two Sigma Securities
New York
$595K +$630K +12,487 New
EWA
477
ERTS Wealth Advisors
Michigan
$590K
FIM
478
Freedom Investment Management
Connecticut
$587K -$61.3K -1,216 -9%
RC
479
Rovin Capital
Arizona
$574K +$25.3K +501 +4%
FPW
480
Flagship Private Wealth
Massachusetts
$563K -$64K -1,269 -10%
FFN
481
Focus Financial Network
Minnesota
$561K -$20K -396 -3%
LA
482
Latitude Advisors
Florida
$559K -$1.18M -23,386 -67%
AIP
483
ARS Investment Partners
New York
$551K
ESB
484
Essex Savings Bank
Connecticut
$550K -$202 -4 -0%
CPWMP
485
Cardinal Point Wealth Management Partners
California
$547K +$579K +11,484 New
MCWS
486
McKinley Carter Wealth Services
West Virginia
$538K -$37K -733 -6%
First Manhattan
487
First Manhattan
New York
$536K
PWP
488
Principle Wealth Partners
Connecticut
$529K +$24.7K +490 +5%
B
489
Bailard
California
$528K -$139K -2,750 -20%
YWP
490
YorkBridge Wealth Partners
New York
$528K +$136K +2,688 +32%
GWMIA
491
Global Wealth Management Investment Advisory
Florida
$523K -$4.84K -96 -0.9%
FP
492
Financial Perspectives
Minnesota
$522K +$256K +5,073 +86%
HL
493
HeadInvest LLC
Maine
$521K -$6.81K -135 -1%
KFS
494
Kelly Financial Services
Massachusetts
$520K -$19.9M -395,518 -97%
ACK
495
Andrew C. Karlinski
$517K
GWS
496
Glassman Wealth Services
Virginia
$516K
CSB
497
City State Bank
Iowa
$512K -$4.39K -87 -0.8%
EW
498
Element Wealth
Mississippi
$502K +$4.49K +89 +0.9%
RCAG
499
Rehmann Capital Advisory Group
Michigan
$502K -$48.4K -960 -8%
BCM
500
Brasada Capital Management
Texas
$499K -$24.8K -491 -4%