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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 %
NC
626
NovaPoint Capital
Georgia
$529K +$529K +9,115 New
ML
627
McAdam LLC
Pennsylvania
$528K -$6.21K -107 -1%
Millennium Management
628
Millennium Management
New York
$520K +$520K +8,953 New
BWP
629
Balboa Wealth Partners
Arizona
$519K -$3.83K -66 -0.7%
JHCP
630
Jackson Hole Capital Partners
Oklahoma
$516K
CCM
631
Cox Capital Management
Massachusetts
$514K +$26.5K +457 +5%
GT
632
Glenview Trust
Kentucky
$510K -$15.7K -271 -3%
SL
633
Sentinus LLC
Illinois
$507K +$507K +8,732 New
IPAM
634
Investment Partners Asset Management
New Jersey
$506K +$3.95K +68 +0.8%
HGERS
635
Householder Group Estate & Retirement Specialist
Arizona
$505K +$2.9K +50 +0.6%
VFA
636
Valeo Financial Advisors
Indiana
$500K -$77.7K -1,373 -13%
RWA
637
River Wealth Advisors
Pennsylvania
$498K
RVPG
638
Relative Value Partners Group
$494K -$2.02K -37 -0.4%
CFSG
639
Community Financial Services Group
Vermont
$491K +$491K +8,452 New
FNT
640
First National Trust
Pennsylvania
$490K +$65.6K +1,130 +15%
DFG
641
Demars Financial Group
Washington
$488K -$144K -2,486 -23%
Fifth Third Bancorp
642
Fifth Third Bancorp
Ohio
$486K -$871 -15 -0.2%
PCH
643
PGIM Custom Harvest
New Jersey
$486K -$72.6K -1,250 -13%
MWM
644
Mission Wealth Management
California
$486K -$136K -2,337 -22%
FDCDDQ
645
Federation des caisses Desjardins du Quebec
Quebec, Canada
$485K -$25.5M -439,436 -98%
SFA
646
Sequoia Financial Advisors
Ohio
$481K +$13.2K +228 +3%
First Manhattan
647
First Manhattan
New York
$480K
SSI
648
Scott & Selber Inc
Texas
$477K +$116 +2 +0%
CSB
649
City State Bank
Iowa
$476K +$9.87K +170 +2%
MSAM
650
Moloney Securities Asset Management
Missouri
$475K -$13.5K -233 -3%