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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 %
HWA
701
HHM Wealth Advisors
Tennessee
$95K
LFG
702
Larson Financial Group
Missouri
$93K -$4.78K -107 -5%
CWM
703
Cranbrook Wealth Management
Michigan
$87K
EI
704
Ellevest Inc
New York
$87K +$13.5K +303 +18%
AAP
705
Arax Advisory Partners
Colorado
$85K -$6.65K -149 -7%
WFA
706
West Financial Advisors
Iowa
$84K
CWA
707
Clearview Wealth Advisors
Oregon
$81K -$45.8K -1,034 -36%
HNB
708
Huntington National Bank
Ohio
$81K -$157K
BWM
709
Baystate Wealth Management
Massachusetts
$78K +$580 +13 +0.7%
FCAG
710
First Capital Advisors Group
New Jersey
$78K +$78K +1,763 New
MW
711
Milestone Wealth
New York
$76K
ZB
712
Zions Bancorporation
Utah
$75K
WWP
713
WR Wealth Planners
Missouri
$70.1K
FWM
714
Focused Wealth Management
New York
$66K
JGIA
715
Jackson Grant Investment Advisers
Connecticut
$66K +$89 +2 +0.1%
CIR
716
Clear Investment Research
Georgia
$64K +$89 +2 +0.1%
LC
717
Lindbrook Capital
California
$61K -$133K -3,000 -69%
SCA
718
Stuart Chaussee & Associates
California
$60K
MA
719
MCF Advisors
Kentucky
$56K +$9.94K +223 +22%
GIA
720
GHP Investment Advisors
Colorado
$55K
BAM
721
Bellevue Asset Management
Washington
$55K
LF
722
Lee Financial
Texas
$52K +$19.8K +447 +62%
HWA
723
Heritage Wealth Advisors
Virginia
$51.5K
Franklin Resources
724
Franklin Resources
California
$49K +$49K +1,103 New
TWA
725
TCI Wealth Advisors
Arizona
$48K