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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
VDI
76
Vaughan David Investments
Illinois
$19.8M +$583K +11,553 +3%
CWA
77
Consilio Wealth Advisors
Washington
$19.6M +$1.01M +20,024 +5%
CWA
78
Choice Wealth Advisors
Maine
$19.6M +$20.7M +411,029 New
RWM
79
Rezny Wealth Management
Florida
$19.4M +$7.96M +157,967 +63%
RIG
80
RiverFront Investment Group
Virginia
$19.3M -$222K -4,406 -1%
MWM
81
MBE Wealth Management
Wisconsin
$19.3M -$541K -10,729 -3%
AssetMark Inc
82
AssetMark Inc
California
$18.8M -$2.11M -41,794 -10%
CAL
83
Capital Analysts LLC
Pennsylvania
$18.6M +$1.33M +26,310 +7%
TCWA
84
Ten Capital Wealth Advisors
Washington
$18.6M +$1.27M +25,224 +7%
LNC
85
Lincoln National Corp
Pennsylvania
$18.5M -$515K -10,217 -3%
SWA
86
Stratos Wealth Advisors
Ohio
$18.2M +$3M +59,541 +18%
XF
87
XML Financial
Maryland
$17.9M +$536K +10,628 +3%
KPWS
88
Kestra Private Wealth Services
Texas
$17.4M +$4.91M +97,473 +36%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$17.3M +$10.4M +206,606 +132%
FIA
90
Foundations Investment Advisors
Arizona
$17M +$3.42M +67,909 +24%
SWP
91
Stratos Wealth Partners
Ohio
$16.8M +$1.86M +36,855 +12%
KA
92
Kovack Advisors
Florida
$16.7M -$3.13M -62,004 -15%
RA
93
Rodgers & Associates
Pennsylvania
$16.5M -$446K -8,850 -2%
RDFA
94
Ritter Daniher Financial Advisory
Ohio
$16.4M +$337K +6,677 +2%
SWP
95
Strategic Wealth Partners
Ohio
$16.3M +$2.58M +51,080 +18%
FTS
96
Fifth Third Securities
Ohio
$16.3M +$17.3M +342,783 New
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$16M -$1.22M -24,181 -7%
KAS
98
Kestra Advisory Services
Texas
$15.6M -$53.3K -1,058 -0.3%
PWM
99
Provident Wealth Management
Tennessee
$14.6M +$734K +14,564 +5%
RFC
100
Regions Financial Corp
Alabama
$14.6M +$987K +19,582 +7%