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iShares Core Dividend Growth ETF

981 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2024 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 373 increasing their positions, 368 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
981
Holders Change
+21
Holders Change %
+2.19%
% of All Funds
14.22%
Holding in Top 10
117
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.86%
% of All Funds
1.7%
New
94
Increased
373
Reduced
368
Closed
62
Calls
$55.1M
Puts
$7.13M
Net Calls
+$48M
Net Calls Change
+$43.4M
Name Holding Trade Value Shares
Change
Shares
Change %
GL
226
Graypoint LLC
New York
$6.43M +$363K +6,260 +6%
LWA
227
Lineweaver Wealth Advisors
Ohio
$6.36M -$97.9K -1,686 -2%
AGP
228
Autumn Glory Partners
Texas
$6.34M -$395K -6,809 -6%
UCFA
229
United Capital Financial Advisors
Texas
$6.3M -$2.33M -40,086 -27%
TW
230
TrinityPoint Wealth
Connecticut
$6.23M +$447K +7,700 +8%
RFM
231
Royal Fund Management
Florida
$6M +$243K +4,183 +4%
PFG
232
Pacific Financial Group
Washington
$5.98M -$90.6K -1,561 -1%
KWM
233
Kingsview Wealth Management
Oregon
$5.85M -$112K -1,924 -2%
FIM
234
Fernwood Investment Management
Massachusetts
$5.8M +$320K +5,515 +6%
BRWA
235
B. Riley Wealth Advisors
Florida
$5.8M -$187K -3,740 -3%
CICC
236
Capital Investment Counsel (Colorado)
Colorado
$5.77M +$1.8M +31,072 +45%
MF
237
Meridian Financial
Massachusetts
$5.75M +$290K +4,988 +5%
GRP
238
Global Retirement Partners
California
$5.62M +$539K +9,278 +11%
WIM
239
WealthPlan Investment Management
Nebraska
$5.59M -$2.19M -37,643 -28%
AWM
240
Aspire Wealth Management
Massachusetts
$5.51M -$145K -2,495 -3%
WS
241
Wela Strategies
Georgia
$5.5M -$154K -2,650 -3%
MFG
242
Merit Financial Group
Georgia
$5.48M +$167K +2,949 +3%
CWM
243
Castle Wealth Management
Florida
$5.47M -$329K -5,658 -6%
SFPG
244
Stonebridge Financial Planning Group
Florida
$5.46M +$154K +2,650 +3%
IIC
245
Integrated Investment Consultants
Michigan
$5.45M -$131K -2,248 -2%
Natixis Advisors
246
Natixis Advisors
Massachusetts
$5.44M +$935K +16,098 +21%
GEA
247
Glen Eagle Advisors
New Jersey
$5.42M -$44.1K -759 -0.8%
TCM
248
Towercrest Capital Management
Pennsylvania
$5.39M +$1.04M +17,947 +24%
FFP
249
FourThought Financial Partners
Florida
$5.36M -$1.74M -30,023 -25%
HAG
250
HF Advisory Group
Maryland
$5.34M +$42.9K +739 +0.8%