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iShares Core Dividend Growth ETF

798 hedge funds and large institutions have $11.8B invested in iShares Core Dividend Growth ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 369 increasing their positions, 238 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
+12
Holders Change %
+1.53%
% of All Funds
13.8%
Holding in Top 10
106
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.83%
New
69
Increased
369
Reduced
238
Closed
42
Calls
$35.1M
Puts
$445K
Net Calls
+$34.7M
Net Calls Change
+$34.3M
Name Holding Trade Value Shares
Change
Shares
Change %
LI
401
LMCG Investments
Massachusetts
$968K +$367K +8,260 +61%
Financial Engines Advisors
402
Financial Engines Advisors
California
$956K -$13.4K -302 -1%
CRC
403
Curi RMB Capital
Illinois
$941K -$354K -7,957 -27%
IP
404
Investment Partners
Ohio
$937K +$137K +3,080 +17%
OAM
405
Occidental Asset Management
California
$936K
HA
406
Herold Advisors
New York
$929K +$44 +1 +0%
Qube Research & Technologies (QRT)
407
Qube Research & Technologies (QRT)
United Kingdom
$926K +$926K +20,833 New
SFSG
408
Sound Financial Strategies Group
Mississippi
$914K -$13.4K -301 -1%
MAM
409
McLean Asset Management
Virginia
$902K +$51.1K +1,135 +6%
RG
410
Retirement Group
California
$901K -$477K -10,721 -35%
LW
411
Linscomb Wealth
Texas
$892K +$5.87K +132 +0.7%
SWP
412
Summit Wealth Partners
Florida
$891K +$6.63K +149 +0.7%
VC
413
Vicus Capital
Pennsylvania
$891K +$125K +2,817 +16%
OIA
414
Optimum Investment Advisors
Illinois
$883K +$35.6K +800 +4%
BIA
415
Biondo Investment Advisors
Pennsylvania
$880K +$3.34K +75 +0.4%
BAM
416
Belpointe Asset Management
Nevada
$878K +$11.7K +263 +1%
OCM
417
Objective Capital Management
Ohio
$877K +$30.3K +681 +4%
MFA
418
Mayflower Financial Advisors
Massachusetts
$874K -$100K -2,259 -10%
VC
419
Veracity Capital
Georgia
$864K -$273K -6,139 -24%
RWP
420
RWA Wealth Partners
Massachusetts
$857K -$312K -7,013 -27%
NGA
421
Naples Global Advisors
Florida
$840K -$28.9K -650 -3%
CFS
422
CRA Financial Services
New Jersey
$840K +$19.1K +430 +2%
MMM
423
Mendel Money Management
Illinois
$831K -$114K -2,571 -12%
FP
424
Financial Perspectives
Minnesota
$822K +$334K +7,521 +69%
NCM
425
NCM Capital Management
New Jersey
$816K +$44.5K +1,000 +6%