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iShares Core Dividend Growth ETF

495 hedge funds and large institutions have $6.54B invested in iShares Core Dividend Growth ETF in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 207 increasing their positions, 162 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+29
Holders Change %
+6.22%
% of All Funds
10.01%
Holding in Top 10
62
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.73%
% of All Funds
1.25%
New
60
Increased
207
Reduced
162
Closed
26
Calls
$20K
Puts
$5K
Net Calls
+$15K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
351
Destination Wealth Management
California
$360K -$29.8K -749 -8%
SEIA
352
Signature Estate & Investment Advisors
California
$359K -$240K -6,040 -40%
SSWM
353
Sheets Smith Wealth Management
North Carolina
$356K +$2.47K +62 +0.7%
PTC
354
Private Trust Company
Ohio
$354K +$11.7K +295 +3%
ERIM
355
Eagle Ridge Investment Management
Connecticut
$353K +$353K +8,859 New
AWM
356
Alterna Wealth Management
Texas
$344K
DSAM
357
Dock Street Asset Management
Florida
$344K
TCBWMS
358
Texas Capital Bank Wealth Management Services
Texas
$338K
IAA
359
Independent Advisor Alliance
North Carolina
$337K -$3.84K -97 -1%
CA
360
Calton & Associates
Florida
$329K
CPIG
361
Chicago Partners Investment Group
Illinois
$327K +$327K +8,110 New
SFM
362
Signet Financial Management
New Jersey
$321K -$41.7K -1,031 -11%
BB
363
Busey Bank
Illinois
$321K +$321K +8,077 New
TFA
364
Teamwork Financial Advisors
Texas
$315K -$307K -7,725 -49%
GWMIA
365
Global Wealth Management Investment Advisory
Florida
$314K +$29.3K +737 +10%
QC
366
QCM Cayman
Texas
$309K -$112K -2,822 -27%
SAM
367
SignalPoint Asset Management
Missouri
$307K
AIM
368
Alhambra Investment Management
Florida
$305K -$4.77K -120 -2%
AUB
369
Atlantic Union Bankshares
Virginia
$301K +$16.4K +411 +6%
WAP
370
Wealthcare Advisory Partners
Pennsylvania
$296K +$296K +7,430 New
RWA
371
Redhawk Wealth Advisors
Minnesota
$292K -$9.52K -239 -3%
MLIC
372
Mandatum Life Insurance Company
Finland
$291K
FCT
373
Family Capital Trust
Massachusetts
$290K
IWM
374
IHT Wealth Management
Illinois
$289K +$12K +301 +4%
JHCP
375
Jackson Hole Capital Partners
Oklahoma
$288K