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iShares Core Dividend Growth ETF

982 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2024 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 373 increasing their positions, 369 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
982
Holders Change
+21
Holders Change %
+2.19%
% of All Funds
14.23%
Holding in Top 10
117
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.86%
% of All Funds
1.7%
New
94
Increased
373
Reduced
369
Closed
62
Calls
$55.1M
Puts
$7.13M
Net Calls
+$48M
Net Calls Change
+$43.4M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
451
Drive Wealth Management
Utah
$1.34M +$254K +4,373 +23%
BIA
452
Biondo Investment Advisors
Pennsylvania
$1.34M +$102K +1,765 +8%
MAM
453
McLean Asset Management
Virginia
$1.33M -$40K -698 -3%
LIM
454
Leavell Investment Management
Alabama
$1.33M -$13.4K -230 -1%
MCM
455
MidAtlantic Capital Management
Virginia
$1.31M +$26.2K +452 +2%
RBFC
456
Roman Butler Fullerton & Co
Missouri
$1.31M +$4.44K +79 +0.3%
CPRC
457
Consolidated Portfolio Review Corp
New York
$1.3M -$31.8K -547 -2%
EIP
458
Ellis Investment Partners
Pennsylvania
$1.29M +$58.6K +1,009 +5%
CFG
459
Carr Financial Group
Massachusetts
$1.29M -$131K -2,254 -9%
T. Rowe Price Associates
460
T. Rowe Price Associates
Maryland
$1.27M +$750K +12,905 +145%
EFG
461
Ehrlich Financial Group
California
$1.24M -$2.11M -36,376 -63%
CFS
462
CRA Financial Services
New Jersey
$1.23M
FFA
463
First Foundation Advisors
California
$1.23M -$100K -1,729 -8%
O3W
464
Omni 360 Wealth
New Jersey
$1.23M -$36.6K -630 -3%
EA
465
Eudaimonia Advisors
Tennessee
$1.22M -$115K -1,980 -9%
OAM
466
Occidental Asset Management
California
$1.22M -$20.9K -360 -2%
SWP
467
Summit Wealth Partners
Florida
$1.21M +$6.5K +112 +0.5%
NCM
468
NCM Capital Management
New Jersey
$1.19M +$7.26K +125 +0.6%
SCA
469
Snowden Capital Advisors
New York
$1.19M +$664K +11,429 +127%
BMCM
470
Bryn Mawr Capital Management
Pennsylvania
$1.18M +$400K +8,148 +51%
CW
471
CreativeOne Wealth
Kansas
$1.18M +$118K +2,034 +11%
WFA
472
Wells Financial Advisors
Massachusetts
$1.18M
PA
473
PFG Advisors
Arizona
$1.18M -$20.3K -350 -2%
GAM
474
Gotham Asset Management
New York
$1.18M +$1.18M +20,264 New
MFA
475
Mayflower Financial Advisors
Massachusetts
$1.17M -$22K -379 -2%