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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 %
FB
476
First Bancorp
Maine
$1.17M -$21K -361 -2%
BFA
477
Beacon Financial Advisory
Ohio
$1.16M -$2.45M -42,181 -68%
BTWM
478
Baker Tilly Wealth Management
Wisconsin
$1.16M -$189K -3,254 -14%
JIC
479
Joel Isaacson & Co
New York
$1.15M +$5.98K +103 +0.5%
AWA
480
Arkadios Wealth Advisors
Georgia
$1.13M +$212K +3,656 +23%
PHWM
481
Pine Harbor Wealth Management
Maryland
$1.12M +$173K +2,976 +18%
FWM
482
Fingerlakes Wealth Management
New York
$1.11M +$79.1K +1,363 +8%
ITB
483
Idaho Trust Bank
Idaho
$1.11M +$1.11M +19,177 New
SFWA
484
Summit Financial Wealth Advisors
Louisiana
$1.11M -$2.79K -48 -0.2%
HNWAG
485
High Net Worth Advisory Group
Florida
$1.11M +$227K +3,912 +26%
MWM
486
Mascoma Wealth Management
New Hampshire
$1.11M -$91.5K -1,576 -8%
OIA
487
Optimum Investment Advisors
Illinois
$1.11M +$37.7K +650 +4%
CFS
488
CGC Financial Services
Oregon
$1.11M -$3.02M -52,058 -73%
KWA
489
Kingswood Wealth Advisors
California
$1.09M +$172K +2,963 +19%
NGA
490
Naples Global Advisors
Florida
$1.09M -$27.5K -474 -2%
GWMIA
491
Global Wealth Management Investment Advisory
Florida
$1.06M +$155K +2,672 +17%
IP
492
Investment Partners
Ohio
$1.06M +$1.57K +27 +0.1%
LW
493
Linscomb Wealth
Texas
$1.06M -$59.6K -1,026 -5%
IP
494
Ignite Planners
California
$1.05M +$522K +9,035 +99%
NFSG
495
Newbridge Financial Services Group
Florida
$1.03M -$1.45K -25 -0.1%
CFS
496
Commonwealth Financial Services
West Virginia
$1.03M
APW
497
Aurora Private Wealth
New Jersey
$1.02M -$982 -17 -0.1%
RCA
498
Ranch Capital Advisors
Florida
$1.01M +$26.7K +459 +3%
SP
499
Sequent Planning
Nebraska
$999K +$999K +17,213 New
GWM
500
GSB Wealth Management
Connecticut
$994K -$19.7K -339 -2%