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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 %
AQR Capital Management
751
AQR Capital Management
Connecticut
$435K -$19.2K -313 -4%
DWM
752
Dynasty Wealth Management
Florida
$434K +$434K +7,074 New
PW
753
Potentia Wealth
California
$433K +$433K +7,064 New
BWM
754
BKM Wealth Management
Wisconsin
$432K -$18.9K -308 -4%
CAGAS
755
Capital Advisory Group Advisory Services
Minnesota
$430K +$136K +2,215 +46%
NEPWA
756
New England Private Wealth Advisors
Massachusetts
$429K +$1.29K +21 +0.3%
CWA
757
Core Wealth Advisors
Florida
$429K +$4.48K +73 +1%
CCA
758
Clearwater Capital Advisors
Illinois
$428K +$428K +6,974 New
AF
759
Apollon Financial
South Carolina
$427K +$47.5K +775 +13%
HDIM
760
Hanson & Doremus Investment Management
Vermont
$426K -$184 -3 -0%
FCCM
761
First City Capital Management
Georgia
$425K
CIC
762
Carnegie Investment Counsel
Ohio
$421K
AWM
763
Alterna Wealth Management
Texas
$420K
MSFS
764
Main Street Financial Solutions
Pennsylvania
$419K -$468K -7,634 -53%
RWM
765
Riverchase Wealth Management
Texas
$419K +$419K +6,835 New
KeyBank National Association
766
KeyBank National Association
Ohio
$419K +$77.6K +1,265 +23%
SG
767
Stanich Group
New York
$418K +$418K +6,812 New
EWM
768
Evermay Wealth Management
Virginia
$417K -$29.4K -480 -7%
BCWM
769
Bartlett & Co Wealth Management
Ohio
$416K
RIL
770
Rothschild Investment LLC
Illinois
$415K +$13.4K +218 +3%
RFN
771
RDA Financial Network
Iowa
$412K -$82.1K -1,339 -17%
BJL
772
Brighton Jones LLC
Washington
$411K +$141K +2,304 +52%
DWM
773
Destination Wealth Management
California
$410K -$1.72K -28 -0.4%
FAM
774
Formidable Asset Management
Ohio
$410K
CL
775
CVFG LLC
Indiana
$404K +$404K +6,587 New