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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
CWA
626
Clarus Wealth Advisors
Arizona
$259K -$6.86K -136 -2%
RFN
627
RDA Financial Network
Iowa
$259K +$84.7K +1,679 +45%
PWMAG
628
Pinnacle Wealth Management Advisory Group
New Jersey
$259K +$274K +5,433 New
GCM
629
Gibraltar Capital Management
Oklahoma
$258K -$267K -5,298 -49%
HAIM
630
Hunter Associates Investment Management
Pennsylvania
$257K
RHP
631
Royal Harbor Partners
Texas
$256K +$1.36K +27 +0.5%
CCP
632
Corient Capital Partners
California
$254K
TFCP
633
Twin Focus Capital Partners
Massachusetts
$253K
CTFG
634
Capstone Triton Financial Group
Oklahoma
$251K -$1.15M -22,788 -82%
RIA
635
Realta Investment Advisors
Delaware
$251K -$4.89K -97 -2%
RT
636
Rockland Trust
Massachusetts
$251K -$3.53K -70 -1%
MSAM
637
Moloney Securities Asset Management
Missouri
$247K +$353 +7 +0.1%
SCM
638
SOL Capital Management
Maryland
$238K
V
639
Veritable
Delaware
$237K +$21.2K +420 +9%
MWM
640
Modera Wealth Management
New Jersey
$236K
PPP
641
Private Portfolio Partners
New Jersey
$235K -$5.09K -101 -2%
KWM
642
KerberRose Wealth Management
Wisconsin
$234K +$248K +4,920 New
AF
643
Advisornet Financial
Minnesota
$233K +$17.7K +351 +8%
SFS
644
Summit Financial Strategies
Ohio
$232K
AHC
645
Adell Harriman & Carpenter
Texas
$231K +$245K +4,850 New
CSWM
646
Cassady Schiller Wealth Management
Ohio
$231K +$1.26K +25 +0.5%
SSWM
647
Sheets Smith Wealth Management
North Carolina
$230K
SIA
648
Soltis Investment Advisors
Utah
$230K +$244K +4,835 New
SS
649
Simplicity Solutions
Minnesota
$229K
SWM
650
Silverlake Wealth Management
Vermont
$226K +$239K +4,745 New