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iShares Core Dividend Growth ETF

798 hedge funds and large institutions have $11.8B invested in iShares Core Dividend Growth ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 369 increasing their positions, 238 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
+12
Holders Change %
+1.53%
% of All Funds
13.8%
Holding in Top 10
106
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.83%
New
69
Increased
369
Reduced
238
Closed
42
Calls
$35.1M
Puts
$445K
Net Calls
+$34.7M
Net Calls Change
+$34.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BCWM
676
Bartlett & Co Wealth Management
Ohio
$201K +$28.7K +646 +17%
SIA
677
Soltis Investment Advisors
Utah
$201K -$14.5K -326 -7%
BC
678
Bartlett & Co
Ohio
$201K +$28.7K +646 +17%
VWA
679
V Wealth Advisors
Kansas
$200K -$79.9K -1,790 -29%
AMCA
680
Arthur M. Cohen & Associates
Illinois
$200K +$200K +4,500 New
S
681
SignatureFD
Georgia
$194K +$488 +11 +0.3%
BBPWM
682
Blue Bell Private Wealth Management
Pennsylvania
$181K +$140K +3,148 +341%
AIM
683
Anchor Investment Management
South Carolina
$172K +$21.6K +485 +14%
SWM
684
Selective Wealth Management
Virginia
$170K +$17.8K +400 +12%
UB
685
UMB Bank
Missouri
$161K -$222 -5 -0.1%
HIA
686
Harbor Investment Advisory
Maryland
$154K +$102K +2,298 +198%
OC
687
Oakworth Capital
Alabama
$149K
GWSG
688
GPS Wealth Strategies Group
Colorado
$139K -$460K -10,361 -77%
BC
689
Barrett & Company
Rhode Island
$135K +$135K +2,700 New
AA
690
Ancora Advisors
Ohio
$129K
IF
691
Integrity Financial
Wyoming
$123K +$52.8K +1,182 +75%
SIM
692
Studio Investment Management
Illinois
$116K +$45.4K +1,020 +64%
SBL
693
Sargent Bickham Lagudis
Colorado
$116K +$895 +20 +0.8%
TFS
694
TrustCore Financial Services
Tennessee
$115K -$32.1K -721 -22%
PPWM
695
PFG Private Wealth Management
Florida
$113K -$80.1K -1,794 -41%
WBC
696
West Branch Capital
Massachusetts
$113K +$847 +19 +0.8%
RP
697
Rowlandmiller & Partners
Georgia
$106K +$10.9K +245 +11%
CPA
698
Cardiff Park Advisors
California
$105K
AIC
699
Archer Investment Corporation
Indiana
$101K
HFM
700
Hartford Financial Management
Connecticut
$101K