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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 %
GM
551
GeoWealth Management
Illinois
$519K -$91.2K -1,840 -15%
SAM
552
SignalPoint Asset Management
Missouri
$519K +$297 +6 +0.1%
AF
553
Advisornet Financial
Minnesota
$516K +$152K +3,065 +42%
HI
554
Human Investing
Oregon
$513K +$20.4K +411 +4%
BFO
555
Biltmore Family Office
North Carolina
$511K
PWP
556
Principle Wealth Partners
Connecticut
$510K
Deutsche Bank
557
Deutsche Bank
Germany
$510K
ACM
558
Advance Capital Management
Michigan
$508K +$89.9K +1,815 +21%
WP
559
WealthSource Partners
California
$505K +$4.95K +100 +1%
FPAS
560
Focus Partners Advisor Solutions
Missouri
$503K +$280K +5,659 +126%
KWM
561
Keebeck Wealth Management
Illinois
$499K -$3.1K -62 -0.6%
PCH
562
PGIM Custom Harvest
New Jersey
$496K +$496K +10,011 New
MAM
563
MWA Asset Management
Massachusetts
$495K +$495K +9,992 New
IAG
564
Investment Advisory Group
Massachusetts
$495K
VNA
565
Valley National Advisers
Pennsylvania
$493K
PCM
566
Prelude Capital Management
New York
$490K +$490K +9,901 New
PA
567
Probity Advisors
Texas
$485K
WAL
568
W Advisors LLC
Tennessee
$480K
ACM
569
Ayrshire Capital Management
Connecticut
$477K +$18.9K +382 +4%
FSA
570
Fort Sheridan Advisors
Illinois
$477K
SWM
571
SigFig Wealth Management
California
$477K +$84K +1,696 +21%
TC
572
TAP Consulting
Missouri
$474K +$474K +9,560 New
QCG
573
Quadrant Capital Group
Ohio
$473K
SSB
574
Sandy Spring Bank
Maryland
$471K
RC
575
Randolph Company
Ohio
$468K +$14.6K +295 +3%