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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 %
HIS
376
Horizon Investment Services
Indiana
$1.72M +$182K +3,667 +12%
CWM
377
Centurion Wealth Management
Virginia
$1.72M +$10.4K +209 +0.6%
RSWM
378
Robertson Stephens Wealth Management
California
$1.7M -$375K -7,522 -18%
T
379
TRUADVICE
Florida
$1.69M -$65.4K -1,317 -4%
SFO
380
Stokes Family Office
Louisiana
$1.66M +$146K +2,956 +10%
GA
381
GSG Advisors
New Jersey
$1.65M +$1.65M +33,338 New
WIA
382
World Investment Advisors
California
$1.63M -$193K -3,876 -11%
FLA
383
Financial Life Advisors
Texas
$1.6M +$11.9K +240 +0.7%
IF
384
Intrua Financial
Texas
$1.6M
CAC
385
Certified Advisory Corp
Florida
$1.6M -$342K -6,911 -18%
PFO
386
Pathstone Family Office
New Jersey
$1.58M +$173K +3,472 +12%
CWP
387
Curated Wealth Partners
California
$1.58M
BFEC
388
Benjamin F. Edwards & Company
Missouri
$1.56M +$32.1K +648 +2%
DC
389
Diametric Capital
Massachusetts
$1.53M +$1.53M +30,843 New
IWP
390
Icon Wealth Partners
Texas
$1.52M -$32.5K -656 -2%
TVAMP
391
Tennessee Valley Asset Management Partners
Tennessee
$1.52M +$34.2K +690 +2%
ICM
392
Islay Capital Management
Texas
$1.5M +$486K +9,819 +48%
GFG
393
Goldstone Financial Group
Illinois
$1.49M +$275K +5,555 +23%
SAG
394
SageView Advisory Group
California
$1.47M -$9.66K -195 -0.7%
WAP
395
Wealthcare Advisory Partners
Pennsylvania
$1.46M -$231K -4,657 -14%
WCFA
396
Walkner Condon Financial Advisors
Wisconsin
$1.44M -$9.91K -200 -0.7%
OCM
397
Objective Capital Management
Ohio
$1.43M +$248K +5,000 +21%
CFG
398
Carr Financial Group
Massachusetts
$1.43M +$144K +2,886 +11%
KMWM
399
Keudell/Morrison Wealth Management
Oregon
$1.39M
Vanguard Group
400
Vanguard Group
Pennsylvania
$1.39M