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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.

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 %
IBOK
751
Independence Bank of Kentucky
Kentucky
$22K
ZIG
752
Zullo Investment Group
Pennsylvania
$22K
WT
753
Washington Trust
Rhode Island
$22K
BCM
754
Bourgeon Capital Management
Connecticut
$22K
CIM
755
Contravisory Investment Management
Massachusetts
$21K -$39.3K -869 -65%
TFGT
756
TS Financial Group (TSFG)
Illinois
$21K +$91 +2 +0.4%
BWM
757
BerganKDV Wealth Management
Minnesota
$19K +$19K +427 New
GI
758
Gradient Investments
Minnesota
$19K +$19K +431 New
CAM
759
Costello Asset Management
Pennsylvania
$17K -$17.1K -393 -50%
OSAM
760
O'Shaughnessy Asset Management
Connecticut
$17K
HWMA
761
Heritage Wealth Management (Arizona)
Arizona
$17K
TWM
762
Tradition Wealth Management
Minnesota
$17K
TCOV
763
Trust Company of Vermont
Vermont
$17K +$13.4K +301 +372%
JWA
764
JFS Wealth Advisors
Pennsylvania
$14K
BFPW
765
BOK Financial Private Wealth
Colorado
$14K +$14K +307 New
MBFW
766
Morton Brown Family Wealth
Pennsylvania
$13K
OPW
767
Oxler Private Wealth
New York
$12.2K +$12.2K +126 New
LWP
768
Laurel Wealth Planning
Minnesota
$12K
BLC
769
Brown, Lisle/Cummings
Rhode Island
$11.1K +$6.67K +150 +150%
SIS
770
Sound Income Strategies
Florida
$11K
PK
771
Pflug Koory
Nebraska
$11K
PI
772
PFS Investments
Georgia
$10.9K +$10.9K +245,511 New
M1FG
773
Mach-1 Financial Group
Arkansas
$10K -$88.2K -2,038 -90%
AWMS
774
Advocacy Wealth Management Services
Georgia
$10K
HS
775
Horan Securities
United States
$10K