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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
TCA
601
Transcend Capital Advisors
New Jersey
$297K -$50.4K -1,000 -14%
FA
602
FDx Advisors
Illinois
$297K
MYIA
603
Mount Yale Investment Advisors
Colorado
$296K +$313K +6,212 New
DSAM
604
Dock Street Asset Management
Florida
$293K
TF
605
TIAA FSB
Florida
$291K +$308K +6,111 New
CW
606
Connectus Wealth
Ohio
$290K -$70.2K -1,393 -19%
BFA
607
BMS Financial Advisors
South Dakota
$290K +$7.97K +158 +3%
RRA
608
Round Rock Advisors
Connecticut
$288K +$252 +5 +0.1%
SBIA
609
Sheaff Brock Investment Advisors
Indiana
$287K +$20.2K +400 +7%
LWMG
610
Levy Wealth Management Group
Pennsylvania
$285K +$504 +10 +0.2%
BFIM
611
Beese Fulmer Investment Management
Ohio
$281K
Renaissance Technologies
612
Renaissance Technologies
New York
$281K +$297K +5,900 New
CBFP
613
Cedar Brook Financial Partners
Ohio
$280K +$16.3K +323 +6%
CA
614
Claro Advisors
Massachusetts
$279K +$91K +1,805 +45%
AG
615
Ascent Group
Virginia
$276K -$70.3K -1,395 -20%
AWMG
616
Alliance Wealth Management Group
New Jersey
$276K +$293K +5,804 New
AIM
617
Alhambra Investment Management
Florida
$273K +$24.2K +480 +9%
KCM
618
Karp Capital Management
California
$271K -$1.32M -26,169 -82%
AWM
619
Aprio Wealth Management
Georgia
$270K
FMC
620
First Merchants Corp
Indiana
$270K
JIC
621
Joel Isaacson & Co
New York
$270K +$1.46K +29 +0.5%
FWM
622
Fingerlakes Wealth Management
New York
$268K +$284K +5,624 New
NC
623
NovaPoint Capital
Georgia
$267K +$20.9K +415 +8%
BMM
624
Buffington Mohr McNeal
Idaho
$261K +$54.2K +1,075 +24%
SW
625
SVB Wealth
Massachusetts
$259K -$40.1K -795 -13%