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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 %
SFS
651
Security Financial Services
Indiana
$474K
AWA
652
Alta Wealth Advisors
Massachusetts
$474K +$1.28K +22 +0.3%
HDIM
653
Hanson & Doremus Investment Management
Vermont
$473K
MCWS
654
McKinley Carter Wealth Services
West Virginia
$472K -$4.76K -82 -1%
RCAG
655
Rehmann Capital Advisory Group
Michigan
$471K -$188K -3,230 -28%
AWM
656
Avaii Wealth Management
Wisconsin
$469K -$24.6K -423 -5%
SFS
657
Summit Financial Strategies
Ohio
$468K
EFMC
658
Empire Financial Management Company
New York
$462K -$17.1K -295 -4%
QWM
659
Quadcap Wealth Management
Texas
$459K +$1.34K +23 +0.3%
PPP
660
Private Portfolio Partners
New Jersey
$458K +$107K +1,851 +31%
WPC
661
Wedmont Private Capital
Pennsylvania
$457K
CWM
662
Collaborative Wealth Management
Florida
$456K
Betterment LLC
663
Betterment LLC
New York
$456K +$1.05K +18 +0.2%
CA
664
Continuum Advisory
Idaho
$454K -$171K -2,961 -27%
FAM
665
Formidable Asset Management
Ohio
$450K -$167K -2,874 -27%
KWM
666
Keebeck Wealth Management
Illinois
$447K
CIC
667
Carnegie Investment Counsel
Ohio
$446K -$6.97K -120 -2%
SW
668
SteelPeak Wealth
California
$446K -$2.56K -44 -0.6%
GWAG
669
Garrett Wealth Advisory Group
Texas
$446K -$3.48K -60 -0.8%
BCG
670
Breakwater Capital Group
New Jersey
$444K +$129K +2,225 +41%
SFG
671
Sovereign Financial Group
Connecticut
$444K -$166K -2,861 -27%
CIBC World Market
672
CIBC World Market
Ontario, Canada
$442K +$21.4K +368 +5%
AUB
673
Atlantic Union Bankshares
Virginia
$442K
WCM
674
Whitener Capital Management
North Carolina
$438K +$2.9K +50 +0.7%
PFWA
675
Paces Ferry Wealth Advisors
Georgia
$438K +$755 +13 +0.2%