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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
CFB
726
Cullen/Frost Bankers
Texas
$36K
ST
727
Smithfield Trust
Pennsylvania
$36K
FMII
728
Farmers & Merchants Investments Inc
Nebraska
$36K +$38.1K +756 New
SAM
729
Strategic Asset Management
Minnesota
$35K -$857 -17 -2%
LF
730
Lee Financial
Texas
$35K
RA
731
Rise Advisors
New York
$35K +$151 +3 +0.4%
TAM
732
Tucker Asset Management
Colorado
$34.6K +$36.7K +727 New
CCM
733
Covington Capital Management
California
$33K -$11.5K -229 -25%
LPWM
734
Lake Point Wealth Management
Texas
$31K +$28.6K +568 +768%
JWM
735
Janiczek Wealth Management
Colorado
$30K
PAIM
736
Punch & Associates Investment Management
Minnesota
$30K
TRCT
737
Tower Research Capital (TRC)
New York
$29K +$27.4K +543 +953%
HF
738
Halpern Financial
Virginia
$28K +$29.6K +588 New
SSC
739
Syverson Strege & Co
Iowa
$28K -$25.5K -505 -46%
CFO
740
CVA Family Office
Colorado
$26K
IBOK
741
Independence Bank of Kentucky
Kentucky
$24K
WT
742
Washington Trust
Rhode Island
$24K
ZIG
743
Zullo Investment Group
Pennsylvania
$24K
BCM
744
Bourgeon Capital Management
Connecticut
$23K
SFC
745
SYM Financial Corp
Indiana
$23K +$24.3K +481 New
TFGT
746
TS Financial Group (TSFG)
Illinois
$22K +$50 +1 +0.2%
CB
747
CNB Bank
Pennsylvania
$22K +$4.89K +97 +27%
JFGIW
748
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K
OSAM
749
O'Shaughnessy Asset Management
Connecticut
$19K
HWMA
750
Heritage Wealth Management (Arizona)
Arizona
$18.1K