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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 %
TRCT
451
Tower Research Capital (TRC)
New York
$973K +$942K +19,010 +2,961%
FCA
452
FinTrust Capital Advisors
South Carolina
$965K -$233K -4,711 -19%
NRA
453
NSI Retail Advisors
Pennsylvania
$962K -$84.2K -1,700 -8%
CA
454
CSM Advisors
Pennsylvania
$962K -$84.2K -1,700 -8%
CS
455
Comerica Securities
Michigan
$960K -$948 -19 -0.1%
SFWA
456
Summit Financial Wealth Advisors
Louisiana
$958K -$1.12M -22,645 -54%
NFSG
457
Newbridge Financial Services Group
Florida
$949K -$8.22K -166 -0.9%
EA
458
Eudaimonia Advisors
Tennessee
$948K -$5.05K -102 -0.5%
BIA
459
Biondo Investment Advisors
Pennsylvania
$947K +$3.72K +75 +0.4%
NCM
460
Northside Capital Management
Oregon
$945K +$124K +2,500 +15%
LW
461
Linscomb Wealth
Texas
$940K
PTC
462
Private Trust Company
Ohio
$927K -$59.4K -1,199 -6%
Financial Engines Advisors
463
Financial Engines Advisors
California
$925K -$113K -2,272 -11%
OIA
464
Optimum Investment Advisors
Illinois
$922K -$29.7K -600 -3%
GWM
465
GSB Wealth Management
Connecticut
$898K +$4.56K +92 +0.5%
IP
466
Investment Partners
Ohio
$897K
MGIA
467
Moneta Group Investment Advisors
Missouri
$889K -$553K -11,169 -38%
MSWMA
468
Market Street Wealth Management Advisors
Indiana
$884K -$60.9K -1,229 -6%
CA
469
Claro Advisors
Massachusetts
$873K -$222K -4,476 -20%
APW
470
Aurora Private Wealth
New Jersey
$867K +$5.45K +110 +0.6%
NCM
471
New Capital Management
Texas
$841K +$841K +16,980 New
AAS
472
Annex Advisory Services
Wisconsin
$839K -$2.82K -57 -0.3%
SFS
473
Sowell Financial Services
Arkansas
$832K -$108K -2,161 -11%
CCFM
474
Clear Creek Financial Management
Washington
$831K -$4.66K -94 -0.6%
SFG
475
Sovereign Financial Group
Connecticut
$830K -$87.9K -1,775 -10%