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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
HI
776
Hudock Inc
Pennsylvania
$4K -$303 -6 -6%
TCOV
777
Trust Company of Vermont
Vermont
$4K +$4.08K +81 New
1IA
778
1834 Investment Advisors
Wisconsin
$3K
MIM
779
Macroview Investment Management
Maryland
$3K
TC
780
Truvestments Capital
Florida
$3K +$3.28K +65 New
SCA
781
Stonebridge Capital Advisors
Minnesota
$2K -$53.6K -1,063 -97%
AW
782
ACG Wealth
Georgia
$2K +$1.97K +39 New
NMG
783
New Millennium Group
Utah
$2K +$2.47K +49 New
Bank of Montreal
784
Bank of Montreal
Ontario, Canada
$1.44K +$60.5K +1,200 +4%
AW
785
Avion Wealth
Texas
$1K
BRWM
786
B. Riley Wealth Management
Tennessee
$257 -$673K -13,348 -71%
WIM
787
Westside Investment Management
California
$226 +$104K +2,055 +76%
AR
788
Apeiron RIA
Texas
$55 -$98K -1,944 -14%
SWA
789
Sutton Wealth Advisors
Florida
$31
WWM
790
WJ Wealth Management
Arizona
-$8.9M -166,566 Closed
SPP
791
Single Point Partners
Massachusetts
-$303K -100,982 Closed
LAS
792
Lloyd Advisory Services
Georgia
-$4.07M -76,213 Closed
AIA
793
Acute Investment Advisory
Arizona
-$3.66M -68,444 Closed
CA
794
Calton & Associates
Florida
-$2.53M -47,296 Closed
NAM
795
Nissay Asset Management
Japan
-$2.42M -45,233 Closed
PIA
796
Pinion Investment Advisors
Kansas
-$1.22M -22,812 Closed
MA
797
MAS Advisors
Florida
-$1.08M -19,883 Closed
OAM
798
Oak Asset Management
California
-$941K -17,616 Closed
LIA
799
LBMC Investment Advisors
Tennessee
-$929K -17,402 Closed
PAG
800
Paladin Advisory Group
Iowa
-$763K -15,126 Closed