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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 %
MCWS
576
McKinley Carter Wealth Services
West Virginia
$464K -$11K -223 -2%
RVPG
577
Relative Value Partners Group
$462K
IP
578
Ignite Planners
California
$461K -$16.1K -331 -3%
GP
579
Girard Partners
Pennsylvania
$460K -$76.2K -1,539 -14%
T. Rowe Price Associates
580
T. Rowe Price Associates
Maryland
$456K -$171K -3,443 -27%
BWP
581
Balboa Wealth Partners
Arizona
$449K +$94.1K +1,900 +27%
ML
582
McAdam LLC
Pennsylvania
$448K +$9.01K +182 +2%
GWAG
583
Garrett Wealth Advisory Group
Texas
$448K -$27.2K -549 -6%
WI
584
Wintrust Investments
Illinois
$447K +$49.3K +996 +12%
BCM
585
Brasada Capital Management
Texas
$444K -$12.2K -248 -3%
JHCP
586
Jackson Hole Capital Partners
Oklahoma
$440K
AWM
587
Avaii Wealth Management
Wisconsin
$437K +$991 +20 +0.2%
IC
588
Inscription Capital
Texas
$436K
I
589
INVST
Indiana
$435K +$435K +8,782 New
Betterment LLC
590
Betterment LLC
New York
$434K +$31.1K +628 +8%
SAM
591
Silvercrest Asset Management
New York
$434K
HGERS
592
Householder Group Estate & Retirement Specialist
Arizona
$432K +$432K +8,731 New
SCA
593
Snowden Capital Advisors
New York
$423K -$149K -2,999 -26%
BBHC
594
Brown Brothers Harriman & Co
New York
$421K -$58.6K -1,184 -12%
AWA
595
Alta Wealth Advisors
Massachusetts
$416K
MSAM
596
Moloney Securities Asset Management
Missouri
$415K +$30.1K +607 +8%
Millennium Management
597
Millennium Management
New York
$412K +$130K +2,628 +46%
SFS
598
Security Financial Services
Indiana
$409K +$3.96K +80 +1%
First Manhattan
599
First Manhattan
New York
$409K
FTUS
600
Flow Traders U.S.
New York
$407K -$1.78M -35,889 -81%