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iShares Core Dividend Growth ETF

611 hedge funds and large institutions have $10.2B invested in iShares Core Dividend Growth ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 155 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+31
Holders Change %
+5.34%
% of All Funds
10.76%
Holding in Top 10
88
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+15.79%
% of All Funds
1.55%
New
71
Increased
305
Reduced
155
Closed
32
Calls
$20.5M
Puts
$778K
Net Calls
+$19.8M
Net Calls Change
+$10.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CAAS
551
Capital Asset Advisory Services
Michigan
$75K -$71.2K -1,466 -49%
MA
552
Montag & Associates
Georgia
$75K +$75K +1,562 New
CIR
553
Clear Investment Research
Georgia
$72K -$1.7K -35 -2%
FWM
554
Focused Wealth Management
New York
$72K
JGIA
555
Jackson Grant Investment Advisers
Connecticut
$71K +$96 +2 +0.1%
HFA
556
Hoover Financial Advisors
Pennsylvania
$68K -$3.85K -76 -5%
TCWM
557
Total Clarity Wealth Management
Illinois
$67K +$67K +1,393 New
WT
558
Whittier Trust
California
$66K
RWG
559
Regal Wealth Group
California
$63K
TWM
560
Tradition Wealth Management
Minnesota
$61K
MPWT
561
MassMutual Private Wealth & Trust
Connecticut
$60K +$6.44K +134 +12%
PP
562
PrairieView Partners
Minnesota
$56K
PFGIA
563
Patriot Financial Group Insurance Agency
Massachusetts
$53K +$144 +3 +0.3%
TWA
564
TCI Wealth Advisors
Arizona
$52K -$7.28K -150 -12%
BC
565
Bartlett & Co
Ohio
$52K +$52K +1,075 New
BCWM
566
Bartlett & Co Wealth Management
Ohio
$51.9K +$51.9K +1,075 New
SSC
567
Syverson Strege & Co
Iowa
$51K +$289 +6 +0.6%
SWG
568
Summit Wealth Group
Vermont
$50K +$50K +1,028 New
LF
569
Lee Financial
Texas
$49K
GLLW
570
Graves Light Lenhart Wealth
Virginia
$48K
FWP
571
FAS Wealth Partners
Kansas
$47K
EI
572
Ellevest Inc
New York
$46K +$46K +962 New
RCA
573
Ranch Capital Advisors
Florida
$42K +$29K +611 +224%
PMFA
574
Plante Moran Financial Advisors
Michigan
$42K +$42K +865 New
BAM
575
Bellevue Asset Management
Washington
$41K