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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 %
FA
276
Fermata Advisors
California
$4.31M +$85.6K +1,475 +2%
CFP
277
Cascade Financial Partners
California
$4.29M +$4.29M +76,857 New
1WA
278
180 Wealth Advisors
Washington
$4.28M -$317K -5,462 -7%
RTL
279
Red Tortoise LLC
Georgia
$4.21M +$22.5K +387 +0.5%
MSA
280
Marino Stram & Associates
Massachusetts
$4.2M +$5.63K +97 +0.1%
TP
281
Tranquility Partners
Tennessee
$4.13M -$1.34K -23 -0%
LFAS
282
Level Four Advisory Services
Texas
$4.13M
PA
283
Pinnacle Associates
New York
$4.12M +$276K +4,757 +7%
FLI
284
Family Legacy Inc
South Carolina
$4.11M -$109K -1,873 -3%
TF
285
Theory Financial
Colorado
$4M -$207K -3,564 -5%
FFP
286
Forbes Financial Planning
Rhode Island
$3.95M +$192K +3,314 +5%
HA
287
Herold Advisors
New York
$3.91M -$320K -5,504 -8%
Jane Street
288
Jane Street
New York
$3.82M +$3.82M +65,823 New
CPIA
289
Cornell Pochily Investment Advisors
New York
$3.8M -$322K -5,554 -8%
SSWM
290
Sheets Smith Wealth Management
North Carolina
$3.8M +$3.52M +60,647 +1,255%
P
291
&Partners
Tennessee
$3.77M +$1.32M +22,152 +54%
SEM
292
Strategic Equity Management
Arizona
$3.77M +$3.77M +64,935 New
BG
293
Benedetti & Gucer
Georgia
$3.73M +$132K +2,265 +4%
MWM
294
MBE Wealth Management
Wisconsin
$3.69M -$17.9M -308,773 -83%
GVAG
295
Great Valley Advisor Group
Delaware
$3.65M +$1.01M +17,382 +38%
SFC
296
Strategic Financial Concepts
Texas
$3.64M +$1.23M +21,141 +51%
MFGM
297
Marshall Financial Group (Maryland)
Maryland
$3.58M +$283K +4,882 +9%
SFG
298
Sowa Financial Group
Rhode Island
$3.55M
Northern Trust
299
Northern Trust
Illinois
$3.53M +$577K +9,933 +20%
KBFS
300
Kohmann Bosshard Financial Services
Ohio
$3.37M