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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 %
PTC
776
Philadelphia Trust Company
Pennsylvania
$287K +$45.9K +790 +19%
BWA
777
BCU Wealth Advisors
Illinois
$285K +$1.22K +21 +0.4%
GWMR
778
GC Wealth Management RIA
Massachusetts
$284K
CWM
779
Congress Wealth Management
Massachusetts
$283K -$206K -3,539 -42%
JWM
780
Janiczek Wealth Management
Colorado
$283K +$248K +4,274 +712%
CFB
781
Cullen/Frost Bankers
Texas
$283K
RMDI
782
R.M. Davis Inc
Maine
$282K
IF
783
Integrity Financial
Wyoming
$280K -$2.67K -46 -0.9%
TA
784
TrueWealth Advisors
Alabama
$280K -$137K -2,366 -33%
CTI
785
Community Trust & Investment
Kentucky
$279K -$15.5K -267 -5%
IW
786
Imprint Wealth
South Carolina
$278K +$278K +4,823 New
EAMA
787
EFG Asset Management (Americas)
Florida
$278K -$788K -13,578 -74%
MCM
788
Mattern Capital Management
Colorado
$275K -$145K -2,503 -35%
FTUS
789
Flow Traders U.S.
New York
$274K +$274K +4,712 New
SYBT
790
Stock Yards Bank & Trust
Kentucky
$273K -$4.76K -82 -2%
RIA
791
Realta Investment Advisors
Delaware
$272K +$174 +3 +0.1%
DWT
792
Dorsey & Whitney Trust
South Dakota
$271K
SAA
793
Southeast Asset Advisors
Georgia
$268K
BFIM
794
Beese Fulmer Investment Management
Ohio
$267K
MF
795
Montis Financial
Massachusetts
$266K
CIR
796
Clear Investment Research
Georgia
$265K -$3.95K -68 -1%
GC
797
Grimes & Company
Massachusetts
$265K -$116K -1,996 -30%
EL
798
Essex LLC
Illinois
$265K
BA
799
Bluesphere Advisors
Pennsylvania
$262K +$262K +4,520 New
S
800
SignatureFD
Georgia
$262K +$16.9K +291 +7%