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iShares Core Dividend Growth ETF

660 hedge funds and large institutions have $11.1B invested in iShares Core Dividend Growth ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 319 increasing their positions, 178 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
+19
Holders Change %
+2.96%
% of All Funds
11.59%
Holding in Top 10
81
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.42%
New
65
Increased
319
Reduced
178
Closed
33
Calls
$30.1M
Puts
$1.61M
Net Calls
+$28.5M
Net Calls Change
-$4.61M
Name Holding Trade Value Shares
Change
Shares
Change %
TWA
601
TCI Wealth Advisors
Arizona
$54K
SSC
602
Syverson Strege & Co
Iowa
$54K +$602 +12 +1%
ACA
603
Aptus Capital Advisors
Alabama
$54K +$54K +1,076 New
GLLW
604
Graves Light Lenhart Wealth
Virginia
$50K
PCM
605
Penserra Capital Management
California
$50K +$50K +996 New
FWP
606
FAS Wealth Partners
Kansas
$49K
KIG
607
Kowal Investment Group
Wisconsin
$49K +$49K +965 New
CAAS
608
Capital Asset Advisory Services
Michigan
$43K -$33.6K -675 -44%
PMFA
609
Plante Moran Financial Advisors
Michigan
$43K
BAM
610
Bellevue Asset Management
Washington
$43K
Simplex Trading
611
Simplex Trading
Illinois
$39K -$5.05K -100 -11%
CFB
612
Cullen/Frost Bankers
Texas
$38K
ST
613
Smithfield Trust
Pennsylvania
$38K +$38K +750 New
MPWT
614
MassMutual Private Wealth & Trust
Connecticut
$37K -$9.88K -196 -21%
LF
615
Lee Financial
Texas
$36K -$14.1K -284 -28%
LWM
616
Liberty Wealth Management
California
$34K
SAM
617
Strategic Asset Management
Minnesota
$34K +$34K +665 New
CCA
618
Column Capital Advisors
Indiana
$30K +$26.5K +525 +750%
LAS
619
Lloyd Advisory Services
Georgia
$25K -$5.23K -106 -17%
WT
620
Washington Trust
Rhode Island
$25K
BCM
621
Bourgeon Capital Management
Connecticut
$25K
BCMIO
622
Beacon Capital Management Inc (Ohio)
Ohio
$25K +$25K +489 New
JFGIW
623
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K +$25K +496 New
SSB
624
Sandy Spring Bank
Maryland
$18K
BA
625
Bellwether Advisors
Nebraska
$18K