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iShares Core Dividend Growth ETF

960 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 357 increasing their positions, 353 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
+66
Holders Change %
+7.38%
% of All Funds
14.07%
Holding in Top 10
116
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.65%
% of All Funds
1.7%
New
136
Increased
357
Reduced
353
Closed
56
Calls
$4.65M
Puts
$38K
Net Calls
+$4.61M
Net Calls Change
-$6.52M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
551
Parallel Advisors
California
$685K -$33.5K -623 -5%
IWS
552
Insight Wealth Strategies
California
$681K -$2.85K -53 -0.4%
AA
553
Addison Advisors
Vermont
$673K -$20.9K -389 -3%
RC
554
Randolph Company
Ohio
$669K +$161K +2,984 +32%
LF
555
LifePlan Financial
Minnesota
$667K +$667K +12,396 New
Lido Advisors
556
Lido Advisors
California
$662K -$60.2K -1,119 -8%
GAA
557
Guardian Asset Advisors
Pennsylvania
$643K +$643K +11,945 New
AWMG
558
Alliance Wealth Management Group
New Jersey
$642K +$642K +11,924 New
SFG
559
StrategIQ Financial Group
Indiana
$639K -$4.31K -80 -0.7%
FPW
560
Flagship Private Wealth
Massachusetts
$632K +$54 +1 +0%
CPCM
561
Cardinal Point Capital Management
Ontario, Canada
$630K +$861 +16 +0.1%
CAAM
562
Cornerstone Advisors Asset Management
Pennsylvania
$629K
JIC
563
Johnson Investment Counsel
Ohio
$627K
SAM
564
SignalPoint Asset Management
Missouri
$627K +$64.2K +1,195 +11%
SFS
565
Sowell Financial Services
Arkansas
$626K -$271K -5,030 -30%
PIAS
566
PCA Investment Advisory Services
Ohio
$626K -$161 -3 -0%
AIP
567
ARS Investment Partners
New York
$622K
AF
568
Advisornet Financial
Minnesota
$613K +$52.5K +975 +9%
RCAG
569
Rehmann Capital Advisory Group
Michigan
$610K +$20.3K +377 +3%
GT
570
Glenmede Trust
Pennsylvania
$601K -$96.1K -1,785 -14%
VVP
571
Venture Visionary Partners
Ohio
$601K +$9.1K +169 +2%
SWM
572
SigFig Wealth Management
California
$597K +$79.3K +1,474 +15%
CF
573
Centaurus Financial
California
$593K -$8.02K -149 -1%
WMA
574
Wealth Management Associates
New Jersey
$592K +$4.79K +89 +0.8%
HL
575
HeadInvest LLC
Maine
$590K