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iShares Core Dividend Growth ETF

960 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 357 increasing their positions, 353 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
+66
Holders Change %
+7.38%
% of All Funds
14.07%
Holding in Top 10
116
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.65%
% of All Funds
1.7%
New
136
Increased
357
Reduced
353
Closed
56
Calls
$4.65M
Puts
$38K
Net Calls
+$4.61M
Net Calls Change
-$6.52M
Name Holding Trade Value Shares
Change
Shares
Change %
IC
626
Inscription Capital
Texas
$474K
SCP
627
Syntal Capital Partners
Texas
$473K -$319K -5,927 -40%
IPAM
628
Investment Partners Asset Management
New Jersey
$466K +$466K +8,653 New
HGERS
629
Householder Group Estate & Retirement Specialist
Arizona
$465K -$4.3K -80 -0.9%
RWA
630
River Wealth Advisors
Pennsylvania
$462K +$462K +8,579 New
AWM
631
Avaii Wealth Management
Wisconsin
$458K -$16.6K -309 -4%
CWM
632
Congress Wealth Management
Massachusetts
$453K -$158K -2,934 -26%
MSAM
633
Moloney Securities Asset Management
Missouri
$453K +$2.15K +40 +0.5%
CCM
634
Cox Capital Management
Massachusetts
$452K +$16.9K +314 +4%
Fifth Third Bancorp
635
Fifth Third Bancorp
Ohio
$452K -$635K -11,795 -58%
First Manhattan
636
First Manhattan
New York
$444K
EFMC
637
Empire Financial Management Company
New York
$444K +$34.8K +646 +9%
FFA
638
Florida Financial Advisors
Florida
$444K +$444K +7,602 New
MCWS
639
McKinley Carter Wealth Services
West Virginia
$442K -$61.5K -1,142 -12%
SSI
640
Scott & Selber Inc
Texas
$442K +$269 +5 +0.1%
SFS
641
Security Financial Services
Indiana
$440K -$5.22K -97 -1%
HDIM
642
Hanson & Doremus Investment Management
Vermont
$439K
AWA
643
Alta Wealth Advisors
Massachusetts
$438K -$13.5K -250 -3%
SFS
644
Summit Financial Strategies
Ohio
$434K +$19.9K +370 +5%
SFA
645
Sequoia Financial Advisors
Ohio
$434K +$22.1K +410 +5%
AHC
646
Adell Harriman & Carpenter
Texas
$434K +$8.07K +150 +2%
CSB
647
City State Bank
Iowa
$432K
WPC
648
Wedmont Private Capital
Pennsylvania
$431K +$8.38K +155 +2%
QWM
649
Quadcap Wealth Management
Texas
$424K +$424K +7,886 New
CWM
650
Collaborative Wealth Management
Florida
$423K