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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
AAS
51
Avantax Advisory Services
Texas
$32.1M -$3.33M -65,952 -9%
DOA
52
D'Orazio & Associates
Virginia
$31.4M +$3.21M +63,606 +11%
TGAM
53
TBH Global Asset Management
Tennessee
$31.3M +$1.12M +22,148 +3%
CWP
54
Concord Wealth Partners
Virginia
$31.1M -$2.45M -48,665 -7%
Stifel Financial
55
Stifel Financial
Missouri
$30.7M +$1.96M +38,968 +6%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$29.9M -$1.53M -30,302 -5%
LNB
57
Ledyard National Bank
$28.9M +$1.12M +22,192 +4%
JMPWA
58
JP Morgan Private Wealth Advisors
California
$28.5M +$2.08M +41,322 +7%
CAN
59
Cetera Advisor Networks
California
$27.8M -$1.87M -36,994 -6%
CA
60
Cetera Advisors
Colorado
$27.7M +$3.37M +66,752 +13%
SAS
61
Sanford Advisory Services
Michigan
$27.6M +$607K +12,046 +2%
PWM
62
Pacific Wealth Management
California
$27.2M +$1.39M +27,495 +5%
SWA
63
Strategies Wealth Advisors
Michigan
$27.2M +$4.17M +82,675 +17%
MWP
64
Madison Wealth Partners
Wisconsin
$25.1M +$395K +7,838 +2%
E
65
ETFidea
New York
$24.4M +$858K +17,018 +3%
OCM
66
One Capital Management
California
$24.1M +$5.66M +112,289 +28%
ODG
67
O'Dell Group
Ohio
$23.8M +$1.02M +20,207 +4%
CCA
68
Conservest Capital Advisors
Pennsylvania
$23.7M +$5.26M +104,411 +27%
RCG
69
Rock Creek Group
District of Columbia
$23.2M +$3.51M +69,562 +19%
CAMV
70
Concord Asset Management (Virginia)
Virginia
$22.5M -$1.6M -31,661 -6%
Comerica Bank
71
Comerica Bank
Texas
$22.1M -$798K -15,831 -3%
BWL
72
Bogart Wealth LLC
Virginia
$22M +$8.47M +167,939 +57%
AWS
73
Atria Wealth Solutions
New York
$21.9M +$3.49M +69,171 +18%
CIA
74
Compass Ion Advisors
Pennsylvania
$21.8M +$410K +8,138 +2%
PA
75
Prism Advisors
California
$20.4M -$954K -18,916 -4%