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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 %
WJA
776
Willis Johnson & Associates
Texas
$244K +$4.04K +75 +2%
NWA
777
Navis Wealth Advisors
New York
$243K
CAG
778
Curtis Advisory Group
California
$242K
AMCA
779
Arthur M. Cohen & Associates
Illinois
$242K
CW
780
CIC Wealth
Maryland
$241K -$3.82K -71 -2%
SF
781
Symphony Financial
Texas
$241K +$8.25K +154 +4%
TTWM
782
TCV Trust & Wealth Management
Virginia
$240K +$240K +4,463 New
ATC
783
Argent Trust Co
Tennessee
$237K
CRWM
784
Castle Rock Wealth Management
California
$235K +$1.61K +30 +0.7%
TPWA
785
TRUE Private Wealth Advisors
Oregon
$235K -$15.6K -290 -6%
FCI
786
Financial Counselors Inc
Kansas
$235K -$40.4K -750 -15%
PWLP
787
Prio Wealth Limited Partnership
Massachusetts
$235K -$18.8K -350 -7%
SLC
788
Second Line Capital
Louisiana
$235K +$235K +4,360 New
EIA
789
Eastover Investment Advisors
North Carolina
$234K -$30.1K -559 -11%
AG
790
Ascent Group
Virginia
$233K +$6.87K +124 +3%
RBC
791
Romano Brothers & Co
Illinois
$232K -$72.6K -1,349 -24%
SC
792
SouthState Corp
Florida
$230K -$82.1K -1,525 -26%
CSWM
793
Cassady Schiller Wealth Management
Ohio
$229K +$591 +11 +0.3%
FWP
794
Firethorn Wealth Partners
Georgia
$228K -$6.08K -113 -3%
S
795
SignatureFD
Georgia
$227K -$1.99K -37 -0.9%
SAM
796
SP Asset Management
California
$226K +$226K +4,202 New
LA
797
LM Advisors
California
$226K +$226K +4,196 New
WW
798
Waterfront Wealth
Kansas
$226K -$54 -1 -0%
AO
799
Advisor OS
Illinois
$225K +$225K +4,176 New
PTC
800
Philadelphia Trust Company
Pennsylvania
$223K