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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 %
WWG
551
West Wealth Group
California
$761K +$761K +13,114 New
IAIM
552
International Assets Investment Management
Florida
$759K -$1.1K -19 -0.1%
ST
553
Smithfield Trust
Pennsylvania
$748K
LC
554
Lincoln Capital
Nebraska
$746K -$3.89K -67 -0.5%
HSG
555
Helen Stephens Group
Texas
$745K +$3.19K +55 +0.4%
AFO
556
Arrowroot Family Office
California
$743K -$87.5K -1,507 -11%
LF
557
LifePlan Financial
Minnesota
$741K +$21.5K +371 +3%
GLA
558
Good Life Advisors
Pennsylvania
$740K -$431K -7,416 -37%
VC
559
Veracity Capital
Georgia
$738K -$66.9K -1,152 -8%
EW
560
Element Wealth
Mississippi
$737K +$120K +2,074 +20%
PCA
561
Pallas Capital Advisors
Massachusetts
$735K -$5.34K -92 -0.7%
EFA
562
Evernest Financial Advisors
Indiana
$724K
IWS
563
Insight Wealth Strategies
California
$721K -$13.5K -232 -2%
MAG
564
M3 Advisory Group
Massachusetts
$711K +$711K +12,246 New
ACM
565
Advance Capital Management
Michigan
$710K +$161K +2,775 +29%
AA
566
Addison Advisors
Vermont
$707K -$19.5K -335 -3%
APA
567
Astoria Portfolio Advisors
New York
$706K -$65.7K -1,183 -9%
PIAS
568
PCA Investment Advisory Services
Ohio
$704K +$29.2K +503 +4%
SWM
569
SigFig Wealth Management
California
$694K +$50.1K +863 +8%
PA
570
Parallel Advisors
California
$693K -$45.7K -787 -6%
RW
571
RVW Wealth
California
$686K +$75.9K +1,307 +12%
FPW
572
Flagship Private Wealth
Massachusetts
$682K +$348 +6 +0.1%
RMAM
573
Raab & Moskowitz Asset Management
New Jersey
$681K -$154K -2,646 -18%
CMS
574
Capital Market Strategies
Florida
$681K -$76.2K -1,313 -10%
Lido Advisors
575
Lido Advisors
California
$681K -$33.5K -577 -5%