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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
EWA
501
EP Wealth Advisors
California
$496K -$98.5K -1,954 -16%
KWM
502
Keebeck Wealth Management
Illinois
$496K +$117K +2,329 +29%
BWA
503
BDO Wealth Advisors
Florida
$491K -$28.3K -562 -5%
Deutsche Bank
504
Deutsche Bank
Germany
$490K +$216K +4,291 +72%
BFO
505
Biltmore Family Office
North Carolina
$488K
FCA
506
FinTrust Capital Advisors
South Carolina
$475K
QCG
507
Quadrant Capital Group
Ohio
$471K
IA
508
Insight Advisors
Pennsylvania
$469K +$71.5K +1,419 +18%
BBHC
509
Brown Brothers Harriman & Co
New York
$466K +$8.77K +174 +2%
PA
510
Probity Advisors
Texas
$461K +$16.4K +325 +3%
WWA
511
WCG Wealth Advisors
Nevada
$459K +$486K +9,636 New
IAG
512
Investment Advisory Group
Massachusetts
$458K +$807 +16 +0.2%
WP
513
WealthSource Partners
California
$455K +$4.49K +89 +0.9%
LWAC
514
Laurel Wealth Advisors (California)
California
$451K -$24.8K -492 -5%
BCP
515
Blue Chip Partners
Michigan
$451K +$2.37K +47 +0.5%
RCA
516
Ranch Capital Advisors
Florida
$448K +$265K +5,250 +127%
BO
517
BRR OpCo
Ohio
$439K +$303 +6 +0.1%
GW
518
GW & Wade
Massachusetts
$437K +$12.6K +250 +3%
MCM
519
Mattern Capital Management
Colorado
$436K +$12.3K +243 +3%
GP
520
Girard Partners
Pennsylvania
$436K +$23K +457 +5%
MWM
521
Mascoma Wealth Management
New Hampshire
$430K
OWA
522
Opal Wealth Advisors
New York
$425K -$67.7K -1,342 -13%
JHCP
523
Jackson Hole Capital Partners
Oklahoma
$423K
SFA
524
Sequoia Financial Advisors
Ohio
$422K -$13.3K -263 -3%
AWM
525
Avaii Wealth Management
Wisconsin
$420K -$807 -16 -0.2%