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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
CIR
701
Clear Investment Research
Georgia
$68K +$605 +12 +0.8%
CAAS
702
Capital Asset Advisory Services
Michigan
$66K +$69.5K +1,379 New
SCA
703
Stuart Chaussee & Associates
California
$64K
CIM
704
Contravisory Investment Management
Massachusetts
$64K +$67.2K +1,333 New
TCWM
705
Total Clarity Wealth Management
Illinois
$60K -$477K -9,466 -88%
GIA
706
GHP Investment Advisors
Colorado
$59K -$18.9K -375 -23%
BAM
707
Bellevue Asset Management
Washington
$58K
HIA
708
Harbor Investment Advisory
Maryland
$55K +$57.5K +1,140 +6,000%
HWA
709
Heritage Wealth Advisors
Virginia
$55K +$58.4K +1,158 New
KFI
710
Key Financial Inc
Pennsylvania
$53K +$55.9K +1,108 New
PP
711
PrairieView Partners
Minnesota
$52K
TWA
712
TCI Wealth Advisors
Arizona
$52K +$151 +3 +0.3%
MA
713
MCF Advisors
Kentucky
$49K +$49.7K +986 +2,054%
GA
714
GoalVest Advisory
New York
$47K -$6.5M -128,829 -99%
FWP
715
FAS Wealth Partners
Kansas
$47K -$2.87K -57 -6%
GLLW
716
Graves Light Lenhart Wealth
Virginia
$47K
PCM
717
Penserra Capital Management
California
$47K +$50K +992 New
EDRH
718
Edmond de Rothschild Holding
Switzerland
$46K +$48.9K +970 New
CCA
719
Column Capital Advisors
Indiana
$45K
BBPWM
720
Blue Bell Private Wealth Management
Pennsylvania
$44K -$655 -13 -1%
PMFA
721
Plante Moran Financial Advisors
Michigan
$44K +$2.52K +50 +6%
JFA
722
JNBA Financial Advisors
Minnesota
$39K +$1.01K +20 +2%
FWA
723
FSC Wealth Advisors
New York
$38K -$8.42K -167 -17%
BCMLT
724
Beacon Capital Management LLC (Tennessee)
Tennessee
$38K
CAM
725
Costello Asset Management
Pennsylvania
$37K