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iShares Core Dividend Growth ETF

611 hedge funds and large institutions have $10.2B invested in iShares Core Dividend Growth ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 155 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+31
Holders Change %
+5.34%
% of All Funds
10.76%
Holding in Top 10
88
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+15.79%
% of All Funds
1.55%
New
71
Increased
305
Reduced
155
Closed
32
Calls
$20.5M
Puts
$778K
Net Calls
+$19.8M
Net Calls Change
+$10.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PPA
401
Parametric Portfolio Associates
Washington
$583K +$55.3K +1,146 +10%
LWP
402
Legacy Wealth Planning
Nevada
$577K +$14.5K +300 +3%
AIC
403
Ameritas Investment Company
Nebraska
$575K -$1.05M -21,771 -65%
PMG
404
ProVise Management Group
Florida
$572K +$572K +11,857 New
PFO
405
Pathstone Family Office
New Jersey
$567K +$551K +11,425 +3,505%
PPW
406
Pasadena Private Wealth
California
$565K -$21.5K -445 -4%
YWP
407
YorkBridge Wealth Partners
New York
$553K -$172K -3,570 -24%
Northern Trust
408
Northern Trust
Illinois
$547K -$6.29K -130 -1%
TFA
409
Teamwork Financial Advisors
Texas
$544K +$10.7K +222 +2%
YIH
410
Y-Intercept (HK)
Hong Kong
$527K +$527K +10,897 New
AF
411
Allworth Financial
California
$521K -$60.5K -1,252 -10%
MFA
412
Mayflower Financial Advisors
Massachusetts
$518K -$17.8K -368 -3%
M&T Bank
413
M&T Bank
New York
$516K -$1.9M -39,391 -79%
MWM
414
Mascoma Wealth Management
New Hampshire
$515K -$71.9K -1,489 -12%
RCAG
415
Rehmann Capital Advisory Group
Michigan
$512K -$23.6K -489 -4%
CAM
416
Cresset Asset Management
Illinois
$510K +$267K +5,519 +110%
BCP
417
Blue Chip Partners
Michigan
$509K -$28.7K -595 -5%
WS
418
Wedbush Securities
California
$509K +$72.2K +1,497 +17%
RWP
419
RWA Wealth Partners
Massachusetts
$493K +$18.7K +388 +4%
BAM
420
Belpointe Asset Management
Nevada
$488K +$254K +5,266 +109%
SSI
421
Scott & Selber Inc
Texas
$478K +$193K +4,000 +68%
EW
422
Element Wealth
Mississippi
$474K -$1.78K -37 -0.4%
CA
423
Crewe Advisors
Utah
$473K +$138K +2,863 +41%
DWM
424
Destination Wealth Management
California
$468K +$36.2K +750 +8%
JHCP
425
Jackson Hole Capital Partners
Oklahoma
$466K +$117K +2,417 +33%