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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 %
CW
476
CreativeOne Wealth
Kansas
$822K -$64.1K -1,294 -7%
SXL
477
Summit X LLC
Missouri
$817K +$21.3K +430 +3%
OCM
478
One Capital Management
California
$814K -$613K -12,368 -43%
BMCM
479
Bryn Mawr Capital Management
Pennsylvania
$806K -$17.6K -355 -2%
OFG
480
Oxford Financial Group
Indiana
$802K -$56.9K -1,149 -7%
BOPW
481
Brandywine Oak Private Wealth
Pennsylvania
$798K -$18.2K -368 -2%
RCA
482
Ranch Capital Advisors
Florida
$792K +$65.2K +1,314 +9%
APA
483
Astoria Portfolio Advisors
New York
$791K -$363K -7,546 -31%
Citadel Advisors
484
Citadel Advisors
Florida
$787K +$245K +4,951 +45%
KDA
485
Kraft Davis & Associates
Missouri
$787K -$49.7K -1,023 -6%
PAG
486
Paladin Advisory Group
Iowa
$785K -$11.7K -237 -1%
AFAS
487
Acorn Financial Advisory Services
Virginia
$778K +$16.2K +328 +2%
BCA
488
Bay Colony Advisors
Massachusetts
$762K -$1.84M -37,192 -71%
GWMIA
489
Global Wealth Management Investment Advisory
Florida
$757K +$22.5K +454 +3%
WWA
490
WCG Wealth Advisors
Nevada
$756K +$756K +14,159 New
FFN
491
Focus Financial Network
Minnesota
$756K
HNWAG
492
High Net Worth Advisory Group
Florida
$754K
SS
493
Simplicity Solutions
Minnesota
$736K
SCP
494
Syntal Capital Partners
Texas
$735K -$1.4M -28,077 -66%
PPW
495
Pasadena Private Wealth
California
$731K -$14.8K -298 -2%
IA
496
IFG Advisory
Georgia
$726K +$52.4K +1,058 +8%
CWP
497
Corepath Wealth Partners
Arizona
$720K
VFA
498
Valeo Financial Advisors
Indiana
$716K +$167K +3,377 +30%
RMAM
499
Raab & Moskowitz Asset Management
New Jersey
$714K
HSG
500
Helen Stephens Group
Texas
$709K -$495 -10 -0.1%