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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 %
AFP
401
Ausdal Financial Partners
Iowa
$1.38M -$3.02K -61 -0.2%
LSAG
402
Lake Street Advisors Group
New Hampshire
$1.38M -$1.74M -35,110 -56%
SWP
403
ShoreHaven Wealth Partners
New Jersey
$1.36M -$57.5K -1,160 -4%
GCL
404
Gouws Capital LLC
North Carolina
$1.36M +$743 +15 +0.1%
JC
405
JB Capital
Connecticut
$1.35M +$138K +2,789 +11%
EPA
406
Element Pointe Advisors
Florida
$1.34M
KFA
407
Kapstone Financial Advisors
Ohio
$1.34M
MMM
408
Mendel Money Management
Illinois
$1.33M +$134K +2,701 +11%
BTWM
409
Baker Tilly Wealth Management
Wisconsin
$1.32M -$36.6K -738 -3%
CPIG
410
Chicago Partners Investment Group
Illinois
$1.32M +$9.89K +205 +0.8%
BIP
411
Bouvel Investment Partners
Pennsylvania
$1.32M +$140K +2,821 +12%
CWM
412
Cedar Wealth Management
California
$1.29M +$1.88K +38 +0.1%
FHC
413
First Heartland Consultants
Missouri
$1.28M -$10.5K -213 -0.8%
VCM
414
Virtue Capital Management
Tennessee
$1.27M
Cerity Partners
415
Cerity Partners
New York
$1.25M -$211K -4,245 -14%
AL
416
Aspiriant LLC
California
$1.24M
NFG
417
Northeast Financial Group
Pennsylvania
$1.24M -$17.1K -346 -1%
PIMG
418
Patriot Investment Management Group
Tennessee
$1.2M +$10.7K +216 +0.9%
MAM
419
McLean Asset Management
Virginia
$1.19M +$2.83K +57 +0.2%
RBFC
420
Roman Butler Fullerton & Co
Missouri
$1.18M +$5.63K +114 +0.5%
TAM
421
Titleist Asset Management
Texas
$1.17M -$16.1K -325 -1%
LIM
422
Leavell Investment Management
Alabama
$1.17M +$6.74K +135 +0.6%
LI
423
LMCG Investments
Massachusetts
$1.16M +$12.6K +254 +1%
MCA
424
MSH Capital Advisors
Arizona
$1.16M -$58K -1,171 -5%
JIC
425
Joel Isaacson & Co
New York
$1.15M +$29.8K +601 +3%