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iShares Core Dividend Growth ETF

1,113 hedge funds and large institutions have $17.8B invested in iShares Core Dividend Growth ETF in 2024 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 449 increasing their positions, 358 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,113
Holders Change
+78
Holders Change %
+7.54%
% of All Funds
14.82%
Holding in Top 10
121
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+7.08%
% of All Funds
1.61%
New
162
Increased
449
Reduced
358
Closed
58
Calls
$2.97M
Puts
$2.07M
Net Calls
+$896K
Net Calls Change
-$93.4M
Name Holding Trade Value Shares
Change
Shares
Change %
LNWTC
551
Laird Norton Wetherby Trust Company
Washington
$1.06M +$1.06M +17,254 New
SAM
552
Smartleaf Asset Management
Massachusetts
$1.06M +$99K +1,616 +10%
ESB
553
Essex Savings Bank
Connecticut
$1.06M -$24.2K -395 -2%
RA
554
Ruggaard & Associates
Ohio
$1.06M +$675 +11 +0.1%
CFO
555
CVA Family Office
Colorado
$1.04M +$173K +2,825 +20%
LIM
556
Leavell Investment Management
Alabama
$1.04M -$368K -6,000 -26%
ST
557
Smithfield Trust
Pennsylvania
$1.04M
MFG
558
Mosaic Financial Group
Illinois
$1.02M +$736 +12 +0.1%
CFS
559
CGC Financial Services
Oregon
$1.02M -$491 -8 -0%
WCFA
560
Walkner Condon Financial Advisors
Wisconsin
$1.01M -$432K -7,049 -30%
PTC
561
Private Trust Company
Ohio
$1.01M -$16.4K -267 -2%
SP
562
Sequent Planning
Nebraska
$1.01M -$45.9K -748 -4%
AFW
563
Avantra Family Wealth
Pennsylvania
$1M +$1M +16,343 New
PAG
564
Paladin Advisory Group
Iowa
$993K
MWA
565
Midland Wealth Advisors
Illinois
$992K -$38.5K -628 -4%
CRC
566
Curi RMB Capital
Illinois
$987K -$10.9K -178 -1%
VNA
567
Valley National Advisers
Pennsylvania
$973K +$60K +980 +7%
AFAS
568
Acorn Financial Advisory Services
Virginia
$964K +$8.47K +138 +0.9%
FCH
569
Freestone Capital Holdings
Washington
$963K +$14.9K +243 +2%
OWA
570
Opal Wealth Advisors
New York
$962K +$63K +1,027 +7%
BOPW
571
Brandywine Oak Private Wealth
Pennsylvania
$962K
PCH
572
PGIM Custom Harvest
New Jersey
$961K +$584K +9,515 +155%
QPWM
573
Quadrant Private Wealth Management
Pennsylvania
$959K -$256K -4,168 -21%
FNT
574
First National Trust
Pennsylvania
$956K +$101K +1,640 +12%
SFO
575
Stokes Family Office
Louisiana
$956K -$811K -13,216 -46%