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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 %
AFG
651
Albion Financial Group
Utah
$652K
BHWA
652
Beacon Harbor Wealth Advisors
Virginia
$650K
HL
653
HeadInvest LLC
Maine
$647K -$920 -15 -0.1%
VC
654
Veracity Capital
Georgia
$643K +$12.3K +200 +2%
NG
655
Novem Group
New York
$638K +$638K +10,396 New
RSF
656
Rik Saylor Financial
Ohio
$635K +$635K +10,345 New
MWM
657
Modern Wealth Management
Kansas
$634K +$634K +10,333 New
MWM
658
Modera Wealth Management
New Jersey
$632K -$6.07K -99 -1%
GSWM
659
Golden State Wealth Management
California
$629K +$629K +10,258 New
BFO
660
Biltmore Family Office
North Carolina
$629K
SFS
661
Sowell Financial Services
Arkansas
$627K -$222K -3,626 -26%
WC
662
Wolfstich Capital
Massachusetts
$625K +$625K +10,192 New
PA
663
Probity Advisors
Texas
$623K -$41.3K -673 -6%
MWM
664
Mission Wealth Management
California
$617K +$71.3K +1,163 +13%
EWA
665
ERTS Wealth Advisors
Michigan
$617K -$36.7K -599 -6%
LC
666
Lincoln Capital
Nebraska
$615K +$10.3K +168 +2%
HIP
667
HUB Investment Partners
Texas
$614K +$107K +1,749 +21%
HI
668
Human Investing
Oregon
$613K -$7.24K -118 -1%
IPAM
669
Investment Partners Asset Management
New Jersey
$604K +$44.8K +730 +8%
ACG
670
Allen Capital Group
Nebraska
$602K +$3.93K +64 +0.7%
AF
671
Advisornet Financial
Minnesota
$596K +$29.4K +480 +5%
WAL
672
W Advisors LLC
Tennessee
$595K
MFF
673
Michels Family Financial
Texas
$586K +$586K +9,547 New
JPG
674
Jordan Park Group
California
$583K +$583K +9,500 New
MCA
675
MSH Capital Advisors
Arizona
$581K +$4.17K +68 +0.7%