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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 %
SFS
726
Summit Financial Strategies
Ohio
$472K
BFS
727
Bradley Foster & Sargent
Connecticut
$472K +$215K +3,500 +83%
FA
728
Fortis Advisors
Pennsylvania
$470K +$79K +1,288 +20%
WCM
729
Whitener Capital Management
North Carolina
$469K
CSB
730
City State Bank
Iowa
$469K -$35.5K -578 -7%
AFO
731
Arrowroot Family Office
California
$468K -$177K -2,882 -27%
AUB
732
Atlantic Union Bankshares
Virginia
$467K
PFWA
733
Paces Ferry Wealth Advisors
Georgia
$466K +$307 +5 +0.1%
WJA
734
Willis Johnson & Associates
Texas
$465K +$207K +3,370 +80%
GWAG
735
Garrett Wealth Advisory Group
Texas
$462K -$18.5K -301 -4%
ACM
736
Ayrshire Capital Management
Connecticut
$462K +$13.1K +213 +3%
ICM
737
Intrepid Capital Management
Florida
$459K
DWT
738
Dorsey & Whitney Trust
South Dakota
$454K +$167K +2,719 +58%
TIAA Trust, National Association
739
TIAA Trust, National Association
North Carolina
$453K +$115K +1,876 +34%
CFP
740
Catalyst Financial Partners
Massachusetts
$453K
QCG
741
Quadrant Capital Group
Ohio
$452K -$20.8K -339 -4%
SFA
742
Sequoia Financial Advisors
Ohio
$449K -$130K -2,118 -22%
FCT
743
Family Capital Trust
Massachusetts
$448K
PWM
744
Perigon Wealth Management
California
$447K +$2.74K +44 +0.6%
RCAG
745
Rehmann Capital Advisory Group
Michigan
$442K -$10.2K -166 -2%
SBIA
746
Sheaff Brock Investment Advisors
Indiana
$441K +$61 +1 +0%
BFW
747
Brady Family Wealth
Missouri
$438K +$61 +1 +0%
AWA
748
Alta Wealth Advisors
Massachusetts
$437K -$35.1K -572 -7%
FNBT
749
FineMark National Bank & Trust
Florida
$436K
CA
750
Capital Advantage
California
$435K +$435K +7,098 New