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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
TWM
751
Tradition Wealth Management
Minnesota
$18K +$101 +2 +0.5%
BTI
752
Blue Trust Inc
Georgia
$16K +$15K +298 New
JWA
753
JFS Wealth Advisors
Pennsylvania
$15K
MBFW
754
Morton Brown Family Wealth
Pennsylvania
$14K
LWP
755
Laurel Wealth Planning
Minnesota
$13K -$38.1K -755 -73%
SIS
756
Sound Income Strategies
Florida
$12K
PK
757
Pflug Koory
Nebraska
$12K +$12.9K +256 New
AWMS
758
Advocacy Wealth Management Services
Georgia
$11K
HS
759
Horan Securities
United States
$11K
CSWG
760
Cardinal Strategic Wealth Guidance
Kentucky
$10K -$8.92K -177 -47%
AIP
761
Ahrens Investment Partners
Louisiana
$10K
TIM
762
Tortoise Investment Management
New York
$10K
TFA
763
Transamerica Financial Advisors
Florida
$9K +$8.47K +168 New
DWA
764
Delos Wealth Advisors
Texas
$8K
FPFS
765
First Personal Financial Services
North Carolina
$8K
MA
766
Montag & Associates
Georgia
$8K
APW
767
Axim Planning & Wealth
Ohio
$8K +$8.77K +174 New
COCM
768
Charter Oak Capital Management
New Hampshire
$7K -$353 -7 -5%
BEI
769
Benjamin Edwards Inc
Missouri
$7K
EW
770
Evoke Wealth
California
$7K
WWM
771
Wolff Wiese Magana
California
$7K
ME
772
McIlrath & Eck
Washington
$6K +$6.05K +120 New
MTIC
773
Missouri Trust & Investment Company
Missouri
$5K
DI
774
Disciplined Investments
Oklahoma
$5K +$50 +1 +0.9%
BLC
775
Brown, Lisle/Cummings
Rhode Island
$4.76K