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iShares Core Dividend Growth ETF

894 hedge funds and large institutions have $12.2B invested in iShares Core Dividend Growth ETF in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 325 increasing their positions, 324 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+6
Holders Change %
+0.68%
% of All Funds
14.25%
Holding in Top 10
113
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.67%
% of All Funds
1.8%
New
77
Increased
325
Reduced
324
Closed
59
Calls
$13.2M
Puts
$2.07M
Net Calls
+$11.1M
Net Calls Change
+$906K
Name Holding Trade Value Shares
Change
Shares
Change %
AGA
251
Arkos Global Advisors
Texas
$4.23M +$1.08M +21,761 +34%
Prudential Financial
252
Prudential Financial
New Jersey
$4.22M +$776K +15,674 +23%
1WA
253
180 Wealth Advisors
Washington
$4.14M -$188K -3,786 -4%
PFA
254
Professional Financial Advisors
Nebraska
$4.14M +$47K +949 +1%
CAM
255
Cresset Asset Management
Illinois
$4.12M +$78.8K +1,584 +2%
GRP
256
Global Retirement Partners
California
$4.11M -$298K -6,114 -7%
VWA
257
Visionary Wealth Advisors
Illinois
$4.1M -$48.1K -971 -1%
TP
258
Tranquility Partners
Tennessee
$4.09M +$531K +10,717 +15%
AWM
259
Aprio Wealth Management
Georgia
$4.02M +$765K +15,450 +24%
TPWM
260
Twelve Points Wealth Management
Massachusetts
$4.01M -$8.17K -165 -0.2%
CFP
261
Cypress Financial Planning
New Jersey
$4.01M +$161K +3,241 +4%
HC
262
Hoese & Co
Minnesota
$3.99M
DIA
263
Davidson Investment Advisors
Montana
$3.94M +$682K +13,774 +21%
LFAS
264
Level Four Advisory Services
Texas
$3.93M +$38.2K +772 +1%
SI
265
Stephens Inc
Arkansas
$3.93M +$377K +7,615 +11%
KOMWMG
266
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.87M -$46.7K -942 -1%
JWWM
267
Johnson & White Wealth Management
Pennsylvania
$3.69M -$161K -3,257 -4%
CPIA
268
Cornell Pochily Investment Advisors
New York
$3.56M +$220K +4,451 +7%
RTL
269
Red Tortoise LLC
Georgia
$3.52M
FAIM
270
Financial Advocates Investment Management
Washington
$3.51M -$45.2K -913 -1%
NW
271
NewEdge Wealth
Pennsylvania
$3.51M
LGWM
272
Litman Gregory Wealth Management
California
$3.51M
FA
273
Fermata Advisors
California
$3.49M +$1.75M +35,325 +100%
FLI
274
Family Legacy Inc
South Carolina
$3.49M -$62.2K -1,255 -2%
TF
275
Theory Financial
Colorado
$3.48M -$86.2K -1,741 -2%