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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
BFC
651
Bedel Financial Consulting
Indiana
$223K -$47.5K -943 -17%
SAA
652
Southeast Asset Advisors
Georgia
$220K -$1.01K -20 -0.4%
BFG
653
Berger Financial Group
Minnesota
$219K -$10.1K -200 -4%
MF
654
Montis Financial
Massachusetts
$218K
SIM
655
Sadoff Investment Management
Wisconsin
$212K
TPWA
656
TRUE Private Wealth Advisors
Oregon
$212K +$2.57K +51 +1%
LC
657
Lindbrook Capital
California
$209K
DWT
658
Dorsey & Whitney Trust
South Dakota
$208K
S
659
SignatureFD
Georgia
$208K +$8.52K +169 +4%
SW
660
SteelPeak Wealth
California
$207K -$24.5K -486 -10%
RIM
661
Regent Investment Management
Kentucky
$207K +$3.68K +73 +2%
PPWM
662
PFG Private Wealth Management
Florida
$206K -$17.1K -340 -7%
ZIC
663
ZWJ Investment Counsel
Georgia
$204K +$215K +4,273 New
CMI
664
Clare Market Investments
Texas
$200K +$212K +4,200 New
PWM
665
PRW Wealth Management
Massachusetts
$200K
BCWM
666
Bartlett & Co Wealth Management
Ohio
$185K +$5.9K +117 +3%
BC
667
Bartlett & Co
Ohio
$185K +$5.9K +117 +3%
UB
668
UMB Bank
Missouri
$173K
SWM
669
Selective Wealth Management
Virginia
$163K -$8.42K -167 -5%
AIM
670
Anchor Investment Management
South Carolina
$161K +$30.5K +604 +22%
IA
671
IFS Advisors
Kansas
$160K -$18.5M -367,768 -99%
OC
672
Oakworth Capital
Alabama
$160K
HNB
673
Huntington National Bank
Ohio
$157K
TFS
674
TrustCore Financial Services
Tennessee
$157K +$23.6K +469 +17%
MPWT
675
MassMutual Private Wealth & Trust
Connecticut
$144K +$74.8K +1,483 +97%