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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 %
FPW
526
Flagship Private Wealth
Massachusetts
$582K -$2.38K -48 -0.4%
CAAM
527
Cornerstone Advisors Asset Management
Pennsylvania
$579K
JIC
528
Johnson Investment Counsel
Ohio
$577K -$36.8K -743 -6%
PIAS
529
PCA Investment Advisory Services
Ohio
$576K +$23.7K +478 +4%
AIP
530
ARS Investment Partners
New York
$572K
CWM
531
Congress Wealth Management
Massachusetts
$562K +$358K +7,226 +175%
ET
532
Equitable Trust
Tennessee
$562K +$562K +11,350 New
BAM
533
Belpointe Asset Management
Nevada
$562K -$181K -3,653 -24%
GCIM
534
Gunn & Company Investment Management
Florida
$557K +$557K +11,244 New
CF
535
Centaurus Financial
California
$553K +$8.27K +167 +2%
RW
536
RVW Wealth
California
$552K
CIC
537
Carnegie Investment Counsel
Ohio
$550K -$259K -5,233 -32%
AWM
538
Apollon Wealth Management
South Carolina
$546K +$1.98K +40 +0.4%
VVP
539
Venture Visionary Partners
Ohio
$545K +$123K +2,486 +29%
RCAG
540
Rehmann Capital Advisory Group
Michigan
$543K -$6.29K -127 -1%
WMA
541
Wealth Management Associates
New Jersey
$540K +$117K +2,370 +28%
ACA
542
Aptus Capital Advisors
Alabama
$540K +$326K +6,574 +152%
HL
543
HeadInvest LLC
Maine
$539K -$35.1K -715 -6%
EWA
544
ERTS Wealth Advisors
Michigan
$537K +$3.91K +79 +0.7%
AFG
545
Albion Financial Group
Utah
$537K
AR
546
Apeiron RIA
Texas
$534K
FFWM
547
Future Financial Wealth Management
Ohio
$530K -$2.82K -57 -0.5%
FAM
548
Formidable Asset Management
Ohio
$526K -$188K -3,801 -26%
EW
549
Element Wealth
Mississippi
$522K +$23.4K +472 +5%
BBWP
550
Beacon Bridge Wealth Partners
Pennsylvania
$520K +$520K +10,491 New