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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
IC
526
Inscription Capital
Texas
$419K -$406K -8,052 -48%
MW
527
Marcum Wealth
Ohio
$419K +$20.2K +401 +5%
CAAM
528
Cornerstone Advisors Asset Management
Pennsylvania
$417K
SSB
529
Sandy Spring Bank
Maryland
$416K +$504 +10 +0.1%
SAM
530
Silvercrest Asset Management
New York
$411K +$1.26K +25 +0.3%
VVP
531
Venture Visionary Partners
Ohio
$406K
DIA
532
Dana Investment Advisors
Wisconsin
$404K +$50.9K +1,009 +14%
WMA
533
Wealth Management Associates
New Jersey
$403K -$15.3K -303 -3%
AUB
534
Atlantic Union Bankshares
Virginia
$403K +$5.04K +100 +1%
EIA
535
Eastover Investment Advisors
North Carolina
$397K -$58.2K -1,155 -12%
RC
536
Randolph Company
Ohio
$397K +$202 +4 +0%
SAM
537
SignalPoint Asset Management
Missouri
$396K +$18.9K +375 +5%
IGWM
538
ICA Group Wealth Management
Colorado
$395K -$57.4K -1,139 -13%
FFP
539
Forbes Financial Planning
Rhode Island
$394K
PFA
540
Pettinga Financial Advisors
Indiana
$394K +$66.4K +1,316 +19%
BFWA
541
Benchmark Financial Wealth Advisors
Florida
$392K +$415K +8,234 New
NEPWA
542
New England Private Wealth Advisors
Massachusetts
$391K -$50 -1 -0%
SSI
543
Scott & Selber Inc
Texas
$391K +$101 +2 +0%
DWM
544
Destination Wealth Management
California
$389K
HDIM
545
Hanson & Doremus Investment Management
Vermont
$388K
OBWG
546
Onyx Bridge Wealth Group
New York
$386K +$395K +7,835 New
CRWM
547
Castle Rock Wealth Management
California
$383K -$6.86K -136 -2%
Koshinski Asset Management
548
Koshinski Asset Management
Illinois
$383K +$504 +10 +0.1%
CWM
549
Collaborative Wealth Management
Florida
$379K +$401K +7,951 New
ML
550
McAdam LLC
Pennsylvania
$378K +$158K +3,130 +65%