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iShares Core Dividend Growth ETF

1,114 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, 359 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,114
Holders Change
+78
Holders Change %
+7.53%
% of All Funds
14.83%
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
359
Closed
58
Calls
$2.97M
Puts
$2.07M
Net Calls
+$896K
Net Calls Change
-$93.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
601
MWA Asset Management
Massachusetts
$827K -$20.5K -335 -2%
GT
602
Glenmede Trust
Pennsylvania
$826K +$22.9K +374 +3%
AL
603
Aspiriant LLC
California
$826K
AW
604
Alteri Wealth
California
$821K +$821K +13,380 New
FFN
605
Focus Financial Network
Minnesota
$813K -$10.7K -174 -1%
HPC
606
HM Payson & Co
Maine
$808K
EW
607
Element Wealth
Mississippi
$806K +$43.9K +716 +6%
CCAM
608
Cascades Capital Asset Management
North Carolina
$805K -$8.04K -131 -1%
RIA
609
Regal Investment Advisors
Michigan
$794K -$556K -9,071 -41%
PB
610
Pinnacle Bancorp
Nebraska
$789K -$29.6K -483 -4%
PIAS
611
PCA Investment Advisory Services
Ohio
$784K +$3.07K +50 +0.4%
SA
612
Sovran Advisors
California
$769K +$769K +12,542 New
MWM
613
Mascoma Wealth Management
New Hampshire
$761K -$20.5K -335 -3%
OWP
614
ORG Wealth Partners
Texas
$756K -$61.4K -1,001 -8%
SWM
615
SigFig Wealth Management
California
$747K -$8.76K -143 -1%
WPC
616
Wedmont Private Capital
Pennsylvania
$743K +$92.3K +1,526 +14%
IWS
617
Insight Wealth Strategies
California
$741K -$920 -15 -0.1%
RMAM
618
Raab & Moskowitz Asset Management
New Jersey
$737K -$11.7K -191 -2%
CFP
619
Comprehensive Financial Planning
Pennsylvania
$727K +$727K +11,853 New
FPW
620
Flagship Private Wealth
Massachusetts
$724K +$3.68K +60 +0.5%
EFA
621
Evernest Financial Advisors
Indiana
$724K -$73.3K -1,195 -9%
SAG
622
SageView Advisory Group
California
$720K -$218K -3,559 -23%
GM
623
GeoWealth Management
Illinois
$720K -$56.3K -918 -7%
CF
624
Centaurus Financial
California
$719K +$11.2K +183 +2%
KDA
625
Kraft Davis & Associates
Missouri
$719K -$8.14K -128 -1%