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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
FCAS
1
First Command Advisory Services
Texas
$1.6B -$15M -296,680 -0.9%
Morgan Stanley
2
Morgan Stanley
New York
$870M +$28.8M +570,694 +3%
Bank of America
3
Bank of America
North Carolina
$864M +$67.2M +1,332,758 +8%
Ameriprise
4
Ameriprise
Minnesota
$444M -$13M -257,625 -3%
LPL Financial
5
LPL Financial
California
$407M +$17.2M +340,744 +4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$391M -$5.04M -99,862 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$379M +$28.9M +572,745 +8%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$340M +$3.15M +62,521 +0.9%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$328M -$3.3M -65,523 -0.9%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$312M +$10.5M +209,120 +3%
CIA
11
Capital Investment Advisors
Georgia
$276M +$19.8M +391,993 +7%
Wells Fargo
12
Wells Fargo
California
$237M +$13.8M +273,948 +6%
UBS Group
13
UBS Group
Switzerland
$234M +$4.07M +80,656 +2%
Goldman Sachs
14
Goldman Sachs
New York
$228M +$5.53M +109,744 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$215M +$26.2M +519,649 +13%
BlackRock
16
BlackRock
New York
$200M -$369K -7,317 -0.2%
Osaic Holdings
17
Osaic Holdings
Arizona
$191M +$7.92M +157,017 +4%
MML Investors Services
18
MML Investors Services
Massachusetts
$139M +$2.8M +55,620 +2%
FCB
19
First Command Bank
Texas
$133M +$2.43M +48,135 +2%
FCFS
20
First Command Financial Services
Texas
$133M +$2.43M +48,135 +2%
HighTower Advisors
21
HighTower Advisors
Illinois
$130M +$2.92M +57,818 +2%
JP Morgan Chase
22
JP Morgan Chase
New York
$115M +$8.14M +161,364 +7%
Truist Financial
23
Truist Financial
North Carolina
$115M +$18.9M +374,185 +18%
RJA
24
Raymond James & Associates
Florida
$96.2M +$4.82M +95,566 +5%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$89.9M -$3.65M -72,335 -4%