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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 %
PA
751
Planning Alternatives
Michigan
$320K -$5.75K -99 -2%
CWA
752
Clarus Wealth Advisors
Arizona
$319K -$4.08K -72 -1%
BCWM
753
Bartlett & Co Wealth Management
Ohio
$318K
BFC
754
Bedel Financial Consulting
Indiana
$318K -$48.5K -835 -13%
DIA
755
Dana Investment Advisors
Wisconsin
$317K -$7.78K -134 -2%
RHP
756
Royal Harbor Partners
Texas
$317K +$58 +1 +0%
SC
757
Stephens Consulting
Michigan
$316K +$128K +2,204 +68%
HPC
758
HM Payson & Co
Maine
$315K -$6.33K -109 -2%
KFS
759
Kelly Financial Services
Massachusetts
$315K +$6.74K +116 +2%
HAIM
760
Hunter Associates Investment Management
Pennsylvania
$314K
FCFC
761
First Commonwealth Financial Corp
Pennsylvania
$312K -$90.9K -1,566 -23%
MP
762
McDonald Partners
Ohio
$311K -$82.8K -1,426 -21%
FIM
763
Freedom Investment Management
Connecticut
$309K -$30.6K -527 -9%
BDFN
764
Bond & Devick Financial Network
Minnesota
$308K +$41.6K +716 +16%
SPWG
765
Syntegra Private Wealth Group
Missouri
$307K
ZF
766
Zhang Financial
Michigan
$305K +$17.2K +297 +6%
FF
767
Francis Financial
$305K +$305K +5,248 New
HCA
768
Heck Capital Advisors
Wisconsin
$302K +$251K +4,320 +489%
BNP Paribas Financial Markets
769
BNP Paribas Financial Markets
France
$302K +$302K +5,200 New
SF
770
Symphony Financial
Texas
$299K +$38.4K +662 +15%
TW
771
TritonPoint Wealth
Maryland
$299K -$143K -1,800 -32%
AF
772
Apollon Financial
South Carolina
$295K +$295K +5,074 New
HSA
773
HBK Sorce Advisory
Pennsylvania
$291K -$9.17K -158 -3%
Fisher Asset Management
774
Fisher Asset Management
Washington
$290K -$9.52K -164 -3%
SCM
775
SOL Capital Management
Maryland
$290K