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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
FFA
576
Founders Financial Alliance
North Carolina
$337K +$151 +3 +0%
DWM
577
Doyle Wealth Management
Florida
$335K +$354K +7,025 New
T
578
TRUADVICE
Florida
$332K +$8.62K +171 +3%
AFA
579
Atlas Financial Advisors
California
$329K -$11.4K -227 -3%
KF
580
Krilogy Financial
Missouri
$328K +$6.45K +128 +2%
HIM
581
Hotaling Investment Management
Pennsylvania
$328K +$347K +6,875 New
BF
582
BOK Financial
Oklahoma
$324K
MOS
583
MGO One Seven
Ohio
$324K +$343K +6,794 New
ATC
584
Argent Trust Co
Tennessee
$323K
IWP
585
Insight Wealth Partners
Texas
$322K
BSW
586
Buckingham Strategic Wealth
Missouri
$321K -$193K -3,830 -36%
ACM
587
Ayrshire Capital Management
Connecticut
$321K +$9.48K +188 +3%
SFI
588
SPC Financial Inc
Maryland
$320K +$339K +6,714 New
CG
589
Clarus Group
Texas
$319K -$1.66K -33 -0.5%
AWA
590
Alta Wealth Advisors
Massachusetts
$318K +$69K +1,369 +26%
NP
591
NorthRock Partners
Minnesota
$312K -$56.7K -1,124 -15%
MLIC
592
Mandatum Life Insurance Company
Finland
$312K +$15.7K +311 +5%
WMR
593
Wealth Management Resources
Rhode Island
$311K +$1.71K +34 +0.5%
SW
594
Solidarity Wealth
Utah
$302K -$3.02K -60 -1%
ACM
595
Advisors Capital Management
New Jersey
$302K +$504 +10 +0.2%
PA
596
Planning Alternatives
Michigan
$301K -$2.17K -43 -0.7%
WCM
597
Whitener Capital Management
North Carolina
$300K
VWA
598
V Wealth Advisors
Kansas
$299K -$3.62M -71,860 -92%
FFA
599
First Foundation Advisors
California
$299K +$45.4K +901 +17%
FWP
600
Firethorn Wealth Partners
Georgia
$298K +$51.3K +1,017 +21%