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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 %
IIA
576
IPG Investment Advisors
California
$955K
OFG
577
Oxford Financial Group
Indiana
$954K -$38.7K -631 -4%
AWP
578
Accretive Wealth Partners
New Jersey
$936K +$936K +15,254 New
PPW
579
Pasadena Private Wealth
California
$935K +$9.88K +161 +1%
CWM
580
Crowley Wealth Management
Delaware
$927K +$927K +15,114 New
IAG
581
Ipsen Advisor Group
Arkansas
$924K +$924K +15,057 New
IA
582
IFG Advisory
Georgia
$917K +$147K +2,393 +19%
BCA
583
Bay Colony Advisors
Massachusetts
$914K -$37.1K -605 -4%
CWP
584
Cyndeo Wealth Partners
Florida
$900K
RBWA
585
RFG - Bristol Wealth Advisors
Massachusetts
$895K +$895K +14,592 New
MSAM
586
Moloney Securities Asset Management
Missouri
$888K +$169K +2,762 +24%
VFA
587
Valeo Financial Advisors
Indiana
$887K +$180K +2,934 +25%
FPW
588
Fairvoy Private Wealth
Alabama
$886K +$886K +14,449 New
HSG
589
Helen Stephens Group
Texas
$886K +$5.46K +89 +0.6%
MSWMA
590
Market Street Wealth Management Advisors
Indiana
$881K
APW
591
Aurora Private Wealth
New Jersey
$877K -$4.35K -71 -0.5%
HIS
592
Horizon Investment Services
Indiana
$868K -$1.21M -19,710 -58%
IAIM
593
International Assets Investment Management
Florida
$855K +$855K +13,983 New
IAG
594
Investment Advisory Group
Massachusetts
$838K +$36.4K +593 +5%
BCM
595
Brasada Capital Management
Texas
$838K +$226K +3,709 +37%
SFSG
596
Sound Financial Strategies Group
Mississippi
$838K +$3.56K +58 +0.4%
WIP
597
WealthCare Investment Partners
Rhode Island
$836K -$72.1K -1,180 -8%
WF
598
Warner Financial
Maryland
$830K +$5.09K +83 +0.6%
APA
599
Astoria Portfolio Advisors
New York
$830K +$62.1K +1,014 +8%
MAM
600
MWA Asset Management
Massachusetts
$827K -$20.5K -335 -2%