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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 %
SWA
776
Sax Wealth Advisors
New Jersey
$403K +$13.4K +218 +3%
QWM
777
Quadcap Wealth Management
Texas
$402K +$83.2K +1,357 +26%
MLIC
778
Mandatum Life Insurance Company
Finland
$402K
FFA
779
Farther Finance Advisors
California
$400K -$88.1K -1,436 -18%
KWM
780
Keebeck Wealth Management
Illinois
$400K -$53.2K -868 -12%
EFMC
781
Empire Financial Management Company
New York
$399K +$3.07K +50 +0.8%
BA
782
Bluesphere Advisors
Pennsylvania
$399K +$10.9K +177 +3%
DT
783
Diversified Trust
Tennessee
$398K -$30.7K -500 -7%
T. Rowe Price Associates
784
T. Rowe Price Associates
Maryland
$396K -$304K -4,948 -43%
MAG
785
M3 Advisory Group
Massachusetts
$396K -$21.6K -352 -5%
HT
786
Headlands Technologies
Illinois
$394K +$394K +6,428 New
TPWA
787
TRUE Private Wealth Advisors
Oregon
$392K +$6.63K +108 +2%
AG
788
AmeriFlex Group
Nevada
$390K +$390K +6,139 New
NWMG
789
National Wealth Management Group
Ohio
$387K -$15.5K -252 -4%
Franklin Resources
790
Franklin Resources
California
$386K
OFS
791
OneAscent Financial Services
Alabama
$386K +$386K +6,297 New
ICP
792
Impact Capital Partners
Colorado
$385K +$385K +6,270 New
ZF
793
Zhang Financial
Michigan
$384K +$1.72K +28 +0.4%
HSA
794
HBK Sorce Advisory
Pennsylvania
$384K +$12.5K +203 +3%
FF
795
Francis Financial
$383K
MCM
796
Mendel Capital Management
Arkansas
$382K +$552 +9 +0.1%
TWCA
797
Two West Capital Advisors
Kansas
$380K +$170K +2,772 +81%
WSFS
798
Wilmington Savings Fund Society
Delaware
$379K +$11.5K +188 +3%
LSIA
799
LaSalle St. Investment Advisors
Illinois
$377K +$377K +6,160 New
GC
800
Grimes & Company
Massachusetts
$376K +$88.5K +1,442 +31%