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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 %
FLA
526
Financial Life Advisors
Texas
$875K -$881K -15,169 -50%
MI
527
Moneywise Inc
Virginia
$872K +$872K +15,025 New
SFSG
528
Sound Financial Strategies Group
Mississippi
$869K -$19.4K -334 -2%
SW
529
Simplicity Wealth
New Jersey
$864K +$864K +14,881 New
FCA
530
FinTrust Capital Advisors
South Carolina
$855K -$283K -4,874 -25%
QPWM
531
Quadrant Private Wealth Management
Pennsylvania
$854K +$23.6K +407 +3%
CWP
532
Cyndeo Wealth Partners
Florida
$849K +$1.16K +20 +0.1%
MIA
533
MMBG Investment Advisors
Florida
$847K
BBHC
534
Brown Brothers Harriman & Co
New York
$828K +$423K +7,289 +105%
FFN
535
Focus Financial Network
Minnesota
$828K -$1.43M -25,934 -63%
WGC
536
Watts Gwilliam & Co
Arizona
$823K +$823K +14,214 New
MSFS
537
Main Street Financial Solutions
Pennsylvania
$819K +$37.5K +646 +5%
MAM
538
MWA Asset Management
Massachusetts
$817K +$45.6K +786 +6%
PTC
539
Private Trust Company
Ohio
$815K -$19.2K -330 -2%
PWMAG
540
Pinnacle Wealth Management Advisory Group
New Jersey
$812K +$59K +1,017 +8%
TF
541
Trek Financial
Arizona
$811K +$811K +13,967 New
OWA
542
Opal Wealth Advisors
New York
$805K +$42.9K +739 +6%
RFN
543
Redwood Financial Network
Ohio
$802K -$276K -4,754 -26%
E3F
544
Eight 31 Financial
Texas
$790K -$979K -16,858 -55%
SFG
545
Sunburst Financial Group
Alabama
$786K -$18K -311 -2%
AWM
546
Accurate Wealth Management
Florida
$784K +$784K +14,067 New
AL
547
Aspiriant LLC
California
$782K -$653K -11,248 -46%
PB
548
Pinnacle Bancorp
Nebraska
$775K -$32.9K -566 -4%
WF
549
Warner Financial
Maryland
$771K +$4.12K +71 +0.5%
AAS
550
Annex Advisory Services
Wisconsin
$769K -$22.6K -390 -3%