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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
AA
801
Advisory Alpha
Michigan
-$628K -11,758 Closed
CIBC Private Wealth Group
802
CIBC Private Wealth Group
Georgia
-$623K -11,670 Closed
Qube Research & Technologies (QRT)
803
Qube Research & Technologies (QRT)
United Kingdom
-$619K -11,593 Closed
ECM
804
Evergreen Capital Management
Washington
-$555K -10,382 Closed
PA
805
Procyon Advisors
Connecticut
-$465K -8,704 Closed
MWM
806
Maripau Wealth Management
Indiana
-$351K -6,711 Closed
TW
807
Transform Wealth
Colorado
-$328K -6,126 Closed
AWMT
808
AAFMAA Wealth Management & Trust
North Carolina
-$284K -5,313 Closed
APP
809
Avantax Planning Partners
Iowa
-$270K -5,050 Closed
HSA
810
HBK Sorce Advisory
Pennsylvania
-$258K -4,834 Closed
AAS
811
Annex Advisory Services
Wisconsin
-$253K -4,731 Closed
FTUS
812
Flow Traders U.S.
New York
-$253K -4,729 Closed
SF
813
Safeguard Financial
Wisconsin
-$239K -4,482 Closed
GWM
814
GDS Wealth Management
Texas
-$231K -4,388 Closed
ZIM
815
Zacks Investment Management
Illinois
-$231K -4,322 Closed
SF
816
Symphony Financial
Texas
-$222K -4,165 Closed
ZF
817
Zhang Financial
Michigan
-$216K -4,040 Closed
FPWM
818
FSB Premier Wealth Management
Iowa
-$210K -4,037 Closed
CFA
819
Camarda Financial Advisors
Florida
-$215K -4,025 Closed
GCAC
820
Guardian Capital Advisors (Canada)
Ontario, Canada
-$211K -4,000 Closed
SCM
821
Stordahl Capital Management
Colorado
-$214K -4,000 Closed
MA
822
MBA Advisors
Pennsylvania
-$210K -3,924 Closed
FFA
823
Fragasso Financial Advisors
Pennsylvania
-$210K -3,923 Closed
AMM
824
American Money Management
California
-$204K -3,824 Closed
NAS
825
Nicolet Advisory Services
Wisconsin
-$204K -3,812 Closed