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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 %
CPCM
576
Cardinal Point Capital Management
Ontario, Canada
$680K +$348 +6 +0.1%
CAAM
577
Cornerstone Advisors Asset Management
Pennsylvania
$678K
JIC
578
Johnson Investment Counsel
Ohio
$677K
FSA
579
Fort Sheridan Advisors
Illinois
$676K +$116K +2,000 +21%
AIP
580
ARS Investment Partners
New York
$671K
GCIM
581
Gunn & Company Investment Management
Florida
$668K -$13.8M -236,933 -95%
CIA
582
Concurrent Investment Advisors
Florida
$663K -$616K -10,615 -48%
SC
583
SouthState Corp
Florida
$661K +$413K +7,111 +166%
WMA
584
Wealth Management Associates
New Jersey
$660K +$26.6K +462 +4%
CF
585
Centaurus Financial
California
$656K +$15.9K +273 +2%
DT
586
Diversified Trust
Tennessee
$653K +$330K +5,680 +102%
VVP
587
Venture Visionary Partners
Ohio
$651K +$3.08K +53 +0.5%
FNWM
588
Financial Network Wealth Management
Utah
$650K +$208K +3,632 +47%
SAM
589
SignalPoint Asset Management
Missouri
$647K -$30.4K -523 -4%
GT
590
Glenmede Trust
Pennsylvania
$637K -$11.3K -195 -2%
EWA
591
ERTS Wealth Advisors
Michigan
$636K
AR
592
Apeiron RIA
Texas
$634K +$2.32K +40 +0.4%
SFS
593
Sowell Financial Services
Arkansas
$632K -$43.5K -749 -6%
PWP
594
Principle Wealth Partners
Connecticut
$630K
HL
595
HeadInvest LLC
Maine
$629K -$6.97K -120 -1%
KDA
596
Kraft Davis & Associates
Missouri
$628K -$96.8K -1,678 -13%
MFG
597
Magnus Financial Group
New York
$628K +$41K +707 +7%
WE
598
Wealth Effects
Massachusetts
$628K -$153K -2,631 -20%
AM
599
Atwater Malick
Pennsylvania
$626K +$178K +3,064 +40%
AFG
600
Albion Financial Group
Utah
$621K -$8.13K -140 -1%