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iShares Core Dividend Growth ETF

960 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 357 increasing their positions, 353 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
+66
Holders Change %
+7.38%
% of All Funds
14.07%
Holding in Top 10
116
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.65%
% of All Funds
1.7%
New
136
Increased
357
Reduced
353
Closed
56
Calls
$4.65M
Puts
$38K
Net Calls
+$4.61M
Net Calls Change
-$6.52M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
751
Destination Wealth Management
California
$264K -$53.8K -1,000 -17%
GWMR
752
GC Wealth Management RIA
Massachusetts
$263K +$263K +4,888 New
BWA
753
BCU Wealth Advisors
Illinois
$263K +$263K +4,885 New
IF
754
Integrity Financial
Wyoming
$262K -$753 -14 -0.3%
CFB
755
Cullen/Frost Bankers
Texas
$262K
RMDI
756
R.M. Davis Inc
Maine
$262K
ECM
757
Evergreen Capital Management
Washington
$262K
SSWM
758
Sheets Smith Wealth Management
North Carolina
$260K
SYBT
759
Stock Yards Bank & Trust
Kentucky
$258K +$13.1K +244 +5%
VPIM
760
Vanguard Personalized Indexing Management
California
$258K -$37.5K -697 -13%
PPW
761
Parcion Private Wealth
Washington
$256K -$15.8M -293,971 -98%
PWM
762
Perigon Wealth Management
California
$255K +$255K +4,731 New
RIA
763
Realta Investment Advisors
Delaware
$252K +$6.73K +125 +3%
AWA
764
Amplius Wealth Advisors
Pennsylvania
$252K
DWT
765
Dorsey & Whitney Trust
South Dakota
$252K
NSG
766
Nalls Sherbakoff Group
Tennessee
$250K
CIR
767
Clear Investment Research
Georgia
$249K +$484 +9 +0.2%
BAM
768
Belpointe Asset Management
Nevada
$249K -$361K -6,714 -59%
TFA
769
Teamwork Financial Advisors
Texas
$249K -$46.1K -856 -16%
SAA
770
Southeast Asset Advisors
Georgia
$248K +$54 +1 +0%
BFIM
771
Beese Fulmer Investment Management
Ohio
$247K
BDFN
772
Bond & Devick Financial Network
Minnesota
$247K
MF
773
Montis Financial
Massachusetts
$246K -$377 -7 -0.2%
EL
774
Essex LLC
Illinois
$245K
CWM
775
Curi Wealth Management
North Carolina
$245K