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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 %
EFG
501
Ethos Financial Group
Pennsylvania
$990K +$51.8K +890 +6%
SXL
502
Summit X LLC
Missouri
$986K +$18.5K +318 +2%
NCM
503
New Capital Management
Texas
$986K
WIP
504
WealthCare Investment Partners
Rhode Island
$984K -$299K -5,155 -23%
VCM
505
Virtue Capital Management
Tennessee
$973K +$973K +17,339 New
VNA
506
Valley National Advisers
Pennsylvania
$965K -$68.7K -1,183 -7%
AWMG
507
Alliance Wealth Management Group
New Jersey
$957K +$265K +4,557 +38%
ESB
508
Essex Savings Bank
Connecticut
$949K
OFG
509
Oxford Financial Group
Indiana
$940K
PAG
510
Paladin Advisory Group
Iowa
$936K -$1.79K -31 -0.2%
BOPW
511
Brandywine Oak Private Wealth
Pennsylvania
$935K
SIM
512
Stratos Investment Management
Ohio
$935K +$935K +16,096 New
HH
513
Hilltop Holdings
Texas
$929K +$929K +15,997 New
BCA
514
Bay Colony Advisors
Massachusetts
$921K +$1.22K +21 +0.1%
HIC
515
Hartline Investment Corp
Illinois
$921K +$921K +15,864 New
IC
516
Inscription Capital
Texas
$917K +$406K +7,000 +80%
BSW
517
Buckingham Strategic Wealth
Missouri
$914K -$647K -11,151 -41%
MSWMA
518
Market Street Wealth Management Advisors
Indiana
$912K -$16.5K -285 -2%
AFAS
519
Acorn Financial Advisory Services
Virginia
$909K -$17.9K -308 -2%
PPW
520
Pasadena Private Wealth
California
$900K +$27.8K +479 +3%
RC
521
Rovin Capital
Arizona
$894K +$107K +1,843 +14%
IA
522
IFG Advisory
Georgia
$891K +$7.43K +128 +0.8%
TFA
523
Tranquilli Financial Advisor
New Jersey
$890K +$468K +8,060 +111%
CA
524
CSM Advisors
Pennsylvania
$884K -$174K -3,000 -16%
NRA
525
NSI Retail Advisors
Pennsylvania
$884K -$174K -3,000 -16%