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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 %
Betterment LLC
651
Betterment LLC
New York
$421K -$50.1K -932 -11%
CIC
652
Carnegie Investment Counsel
Ohio
$420K -$177K -3,292 -30%
NEPWA
653
New England Private Wealth Advisors
Massachusetts
$417K -$3.12K -58 -0.7%
GWAG
654
Garrett Wealth Advisory Group
Texas
$416K -$70K -1,301 -14%
FNWM
655
Financial Network Wealth Management
Utah
$416K
SW
656
SteelPeak Wealth
California
$416K
AM
657
Atwater Malick
Pennsylvania
$415K +$43.6K +810 +12%
KWM
658
Keebeck Wealth Management
Illinois
$415K -$124K -2,303 -23%
AUB
659
Atlantic Union Bankshares
Virginia
$410K -$4.04K -75 -1%
PFWA
660
Paces Ferry Wealth Advisors
Georgia
$405K +$16.2K +301 +4%
WCM
661
Whitener Capital Management
North Carolina
$404K +$5.38K +100 +1%
CB
662
Commerce Bank
Missouri
$403K +$4.41K +82 +1%
FPGK
663
Financial Partners Group (Kansas)
Kansas
$403K +$23K +427 +6%
FNT
664
First National Trust
Pennsylvania
$394K +$394K +7,315 New
MW
665
Marcum Wealth
Ohio
$393K -$7.97K -148 -2%
FCT
666
Family Capital Trust
Massachusetts
$393K
Koshinski Asset Management
667
Koshinski Asset Management
Illinois
$392K +$98.9K +1,837 +34%
TFA
668
Tranquilli Financial Advisor
New Jersey
$392K +$392K +7,275 New
MCM
669
Mattern Capital Management
Colorado
$390K -$8.93K -166 -2%
CIBC World Market
670
CIBC World Market
Ontario, Canada
$390K +$1.88K +35 +0.5%
TA
671
TrueWealth Advisors
Alabama
$387K +$915 +17 +0.2%
CRI
672
Commonwealth Retirement Investments
Virginia
$385K -$6.3K -117 -2%
LWMG
673
Levy Wealth Management Group
Pennsylvania
$383K +$2.48K +46 +0.7%
CWA
674
Core Wealth Advisors
Florida
$382K
ACG
675
Allen Capital Group
Nebraska
$381K