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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
FA
151
FC Advisory
Pennsylvania
$8.4M -$143K -2,832 -2%
Mirae Asset Global Investments
152
Mirae Asset Global Investments
South Korea
$8.37M -$1.59M -31,500 -15%
CAG
153
Csenge Advisory Group
Florida
$8.24M -$801K -15,893 -8%
HWM
154
HB Wealth Management
Georgia
$8.01M +$18.9K +375 +0.2%
HCP
155
Holt Capital Partners
Texas
$7.99M +$642K +12,726 +8%
National Bank of Canada
156
National Bank of Canada
Quebec, Canada
$7.95M +$67.5K +1,339 +0.8%
PWA
157
Physician Wealth Advisors
Utah
$7.88M -$295K -5,845 -4%
BRWA
158
B. Riley Wealth Advisors
Florida
$7.85M -$590K -11,700 -7%
CIAS
159
Capital Investment Advisory Services
North Carolina
$7.69M +$1.85M +36,727 +29%
FHA
160
First Horizon Advisors
Tennessee
$7.63M +$8.07M +160,017 +101,922%
MC
161
Matisse Capital
Oregon
$7.57M -$92.7K -1,838 -1%
AWM
162
Accel Wealth Management
Iowa
$7.56M -$94.1K -1,867 -1%
WWA
163
WC Walker & Associates
California
$7.49M -$383K -7,587 -5%
CA
164
CoreCap Advisors
Michigan
$7.29M -$283K -5,606 -4%
CFO
165
Custos Family Office
Texas
$7.25M +$432K +8,574 +6%
PFGIA
166
Patriot Financial Group Insurance Agency
Massachusetts
$7.19M +$349K +6,912 +5%
MA
167
Modus Advisors
Minnesota
$7.19M +$85.7K +1,700 +1%
DAS
168
Dynamic Advisor Solutions
Arizona
$7.01M +$992K +19,675 +15%
F
169
F3Logic
Minnesota
$6.95M -$1.8M -35,761 -20%
CWM
170
Connecticut Wealth Management
Connecticut
$6.91M +$77.5K +1,537 +1%
PA
171
PSI Advisors
Florida
$6.79M +$637K +12,643 +10%
SVWAG
172
Sound View Wealth Advisors Group
Georgia
$6.66M +$655 +13 +0%
GRP
173
Global Retirement Partners
California
$6.5M +$4.79K +95 +0.1%
OC
174
Oppenheimer & Co
New York
$6.44M +$168K +3,333 +3%
LWA
175
Lineweaver Wealth Advisors
Ohio
$6.38M +$359K +7,125 +6%