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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 %
SSB
676
Sandy Spring Bank
Maryland
$437K -$116K -1,994 -21%
FPGK
677
Financial Partners Group (Kansas)
Kansas
$437K +$2.15K +37 +0.5%
ICM
678
Intrepid Capital Management
Florida
$434K +$434K +7,479 New
MW
679
Marcum Wealth
Ohio
$430K +$5.52K +95 +1%
CB
680
Commerce Bank
Missouri
$425K -$9.93K -171 -2%
BWM
681
BKM Wealth Management
Wisconsin
$424K -$332K -5,724 -44%
FCT
682
Family Capital Trust
Massachusetts
$424K
NEPWA
683
New England Private Wealth Advisors
Massachusetts
$423K -$25.7K -443 -6%
DC
684
Diametric Capital
Massachusetts
$419K +$419K +7,216 New
HIP
685
HUB Investment Partners
Texas
$417K +$417K +7,189 New
ACM
686
Ayrshire Capital Management
Connecticut
$415K -$156K -2,682 -27%
KOC
687
Koss-Olinger Consulting
Florida
$415K +$415K +7,155 New
BFW
688
Brady Family Wealth
Missouri
$412K +$2.21K +38 +0.5%
SBIA
689
Sheaff Brock Investment Advisors
Indiana
$411K +$10.8K +186 +3%
ACG
690
Allen Capital Group
Nebraska
$411K
EWM
691
Evermay Wealth Management
Virginia
$410K +$90.6K +1,560 +28%
HA
692
HFG Advisors
Ohio
$410K +$410K +7,062 New
QCG
693
Quadrant Capital Group
Ohio
$406K -$148K -2,556 -27%
CBFP
694
Cedar Brook Financial Partners
Ohio
$404K +$2.15K +37 +0.5%
CWA
695
Core Wealth Advisors
Florida
$403K -$9.41K -162 -2%
FCCM
696
First City Capital Management
Georgia
$402K
NMM
697
Naples Money Management
Florida
$402K +$402K +6,924 New
Deutsche Bank
698
Deutsche Bank
Germany
$399K -$198K -3,414 -33%
ECM
699
Evergreen Capital Management
Washington
$398K +$116K +2,000 +41%
AWM
700
Alterna Wealth Management
Texas
$398K +$17.7K +305 +5%