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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 %
AIM
601
Anchor Investment Management
South Carolina
$615K +$24.2K +417 +4%
RC
602
Randolph Company
Ohio
$613K -$108K -1,866 -15%
CFO
603
CVA Family Office
Colorado
$608K +$37.4K +645 +7%
FFWM
604
Future Financial Wealth Management
Ohio
$604K -$18.9K -325 -3%
DAS
605
Diversify Advisory Services
Utah
$603K +$603K +10,441 New
CA
606
Claro Advisors
Massachusetts
$601K +$19.7K +340 +3%
GP
607
Girard Partners
Pennsylvania
$595K -$7.72K -133 -1%
BFO
608
Biltmore Family Office
North Carolina
$595K
BCM
609
Brasada Capital Management
Texas
$584K -$34.7K -597 -6%
IAG
610
Investment Advisory Group
Massachusetts
$584K +$1.05K +18 +0.2%
HI
611
Human Investing
Oregon
$580K +$3.02K +52 +0.5%
PA
612
Probity Advisors
Texas
$576K +$2.5K +43 +0.4%
WI
613
Wintrust Investments
Illinois
$564K +$39.8K +685 +8%
HFA
614
High Falls Advisors
New York
$563K -$61.3K -1,056 -10%
WAL
615
W Advisors LLC
Tennessee
$563K
S
616
Sachetta
Massachusetts
$563K
CCA
617
Criterion Capital Advisors
Tennessee
$558K -$27.9K -480 -5%
GAA
618
Guardian Asset Advisors
Pennsylvania
$557K -$136K -2,349 -20%
MCA
619
MSH Capital Advisors
Arizona
$555K -$367K -6,328 -40%
AHC
620
Adell Harriman & Carpenter
Texas
$552K +$84.2K +1,450 +18%
WPA
621
West Paces Advisors
Georgia
$551K +$551K +9,488 New
GM
622
GeoWealth Management
Illinois
$546K -$24.2K -417 -4%
EIA
623
Eastover Investment Advisors
North Carolina
$537K +$285K +4,903 +113%
AF
624
Advisornet Financial
Minnesota
$537K -$125K -2,147 -19%
WF
625
Whelan Financial
California
$536K +$232 +4 +0%