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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
AA
676
Ancora Advisors
Ohio
$138K +$25.8K +512 +22%
CWA
677
Clearview Wealth Advisors
Oregon
$136K -$74.1K -1,470 -34%
SBL
678
Sargent Bickham Lagudis
Colorado
$122K +$605 +12 +0.5%
WBC
679
West Branch Capital
Massachusetts
$120K +$605 +12 +0.5%
CPA
680
Cardiff Park Advisors
California
$113K +$42.2K +837 +55%
HFM
681
Hartford Financial Management
Connecticut
$109K
AIC
682
Archer Investment Corporation
Indiana
$108K
M1FG
683
Mach-1 Financial Group
Arkansas
$108K +$7.46K +148 +7%
UWM
684
Urban Wealth Management
California
$105K +$111K +2,200 New
LFG
685
Larson Financial Group
Missouri
$104K +$9.53K +189 +9%
RP
686
Rowlandmiller & Partners
Georgia
$102K
HWA
687
HHM Wealth Advisors
Tennessee
$102K +$454 +9 +0.4%
AAP
688
Arax Advisory Partners
Colorado
$98K +$27.9K +553 +37%
ACA
689
Aptus Capital Advisors
Alabama
$98K +$32K +635 +44%
CWM
690
Cranbrook Wealth Management
Michigan
$94K
WFA
691
West Financial Advisors
Iowa
$90K
BWM
692
Baystate Wealth Management
Massachusetts
$83K +$454 +9 +0.5%
MW
693
Milestone Wealth
New York
$82K -$54.5K -1,080 -39%
ZB
694
Zions Bancorporation
Utah
$80K
EI
695
Ellevest Inc
New York
$79K
SIM
696
Studio Investment Management
Illinois
$76K +$80.2K +1,590 New
WWP
697
WR Wealth Planners
Missouri
$75.1K
IF
698
Integrity Financial
Wyoming
$75K +$67.9K +1,347 +596%
FWM
699
Focused Wealth Management
New York
$71K
JGIA
700
Jackson Grant Investment Advisers
Connecticut
$71K +$50 +1 +0.1%