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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
TFS
176
Thoroughbred Financial Services
Tennessee
$6.37M +$180K +3,570 +3%
CWM
177
Cornerstone Wealth Management
Missouri
$6.17M +$395K +7,836 +6%
PAG
178
Powers Advisory Group
Illinois
$6.08M +$513K +10,173 +9%
EWM
179
Echo Wealth Management
Minnesota
$6.08M +$1.28M +25,387 +25%
PFG
180
Pacific Financial Group
Washington
$6.02M +$6.37M +126,428 New
HA
181
HYA Advisors
Missouri
$6.02M +$565K +11,207 +10%
5L
182
55I LLC
Massachusetts
$6.01M -$1.65M -32,775 -21%
VCP
183
Verus Capital Partners
Arizona
$5.96M -$5.19M -102,910 -57%
TWA
184
Tillar-Wenstrup Advisors
Ohio
$5.92M +$47.7K +947 +0.8%
RPWA
185
Regent Peak Wealth Advisors
Georgia
$5.51M -$339K -6,728 -5%
GIA
186
Gladstone Institutional Advisory
Florida
$5.46M +$107K +2,130 +2%
SWMG
187
Sanchez Wealth Management Group
Florida
$5.41M -$20.3K -402 -0.4%
WFM
188
Wolff Financial Management
Michigan
$5.35M +$614K +12,187 +12%
Jones Financial Companies
189
Jones Financial Companies
Missouri
$5.33M +$4.75M +94,183 +593%
EFS
190
Essex Financial Services
Connecticut
$5.3M +$293K +5,811 +6%
NWM
191
NEIRG Wealth Management
Massachusetts
$5.18M -$3.46M -68,585 -39%
AGP
192
Autumn Glory Partners
Texas
$5.18M +$1.05M +20,726 +24%
HI
193
Harbour Investments
Wisconsin
$5.17M +$5.47M +108,416 New
CWM
194
Congress Wealth Management
Massachusetts
$5.02M +$1.78M +35,235 +50%
DL
195
DOHJ LLC
Washington
$4.99M -$90.6K -1,797 -2%
RPSA
196
Richard P. Slaughter Associates
Texas
$4.94M -$7.46K -148 -0.1%
RFM
197
Royal Fund Management
Florida
$4.94M +$68.8K +1,365 +1%
AGA
198
Arkos Global Advisors
Texas
$4.88M +$1.35M +26,813 +35%
AWM
199
Aspire Wealth Management
Massachusetts
$4.85M -$25.1K -497 -0.5%
IC
200
IEQ Capital
California
$4.83M +$192K +3,803 +4%