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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 %
CAAM
626
Cornerstone Advisors Asset Management
Pennsylvania
$717K
CPCM
627
Cardinal Point Capital Management
Ontario, Canada
$716K -$2.64K -43 -0.4%
SFG
628
Sunburst Financial Group
Alabama
$712K -$92.9K -1,515 -12%
PCA
629
Pallas Capital Advisors
Massachusetts
$710K -$17.7K -288 -2%
PAS
630
PKS Advisory Services
New York
$707K +$707K +11,529 New
AIP
631
ARS Investment Partners
New York
$705K -$3.5K -57 -0.5%
RF
632
Roxbury Financial
New Jersey
$704K +$704K +10,844 New
WMA
633
Wealth Management Associates
New Jersey
$701K -$15.6K -255 -2%
FSA
634
Fort Sheridan Advisors
Illinois
$698K +$13.7K +223 +2%
VVP
635
Venture Visionary Partners
Ohio
$697K +$19.2K +313 +3%
AHC
636
Adell Harriman & Carpenter
Texas
$697K +$46K +750 +7%
FNWM
637
Financial Network Wealth Management
Utah
$697K
LF
638
LifePlan Financial
Minnesota
$697K -$75.8K -1,236 -10%
FPAS
639
Focus Partners Advisor Solutions
Missouri
$694K +$297K +4,839 +75%
SAM
640
SignalPoint Asset Management
Missouri
$687K +$7.67K +125 +1%
CFS
641
Compass Financial Services
Iowa
$683K +$683K +11,141 New
JIC
642
Johnson Investment Counsel
Ohio
$683K
WWG
643
West Wealth Group
California
$680K -$15.2K -248 -2%
AR
644
Apeiron RIA
Texas
$674K +$2.94K +48 +0.4%
PWP
645
Principle Wealth Partners
Connecticut
$666K
UF
646
Univest Financial
Pennsylvania
$665K -$4.78K -78 -0.7%
CMS
647
Capital Market Strategies
Florida
$662K +$1.17K +19 +0.2%
AAS
648
Annex Advisory Services
Wisconsin
$658K -$96.7K -1,576 -13%
RC
649
Randolph Company
Ohio
$655K -$11.5K -188 -2%
RFN
650
Redwood Financial Network
Ohio
$654K -$23.4K -382 -3%