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iShares Core Dividend Growth ETF

981 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, 368 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
981
Holders Change
+21
Holders Change %
+2.19%
% of All Funds
14.22%
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
368
Closed
62
Calls
$55.1M
Puts
$7.13M
Net Calls
+$48M
Net Calls Change
+$43.4M
Name Holding Trade Value Shares
Change
Shares
Change %
WJA
801
Willis Johnson & Associates
Texas
$261K -$1.74K -30 -0.7%
CAG
802
Curtis Advisory Group
California
$261K
AMCA
803
Arthur M. Cohen & Associates
Illinois
$261K
AAG
804
Accordant Advisory Group
Maryland
$261K +$261K +4,497 New
NP
805
NorthRock Partners
Minnesota
$260K +$30.3K +522 +13%
TTWM
806
TCV Trust & Wealth Management
Virginia
$259K
CW
807
CIC Wealth
Maryland
$258K -$2.21K -38 -0.8%
TPWA
808
TRUE Private Wealth Advisors
Oregon
$257K +$3.08K +53 +1%
TFA
809
Teamwork Financial Advisors
Texas
$256K -$13.2K -228 -5%
TIAA Trust, National Association
810
TIAA Trust, National Association
North Carolina
$255K -$133K -2,291 -34%
FCI
811
Financial Counselors Inc
Kansas
$253K
RBC
812
Romano Brothers & Co
Illinois
$251K
CSWM
813
Cassady Schiller Wealth Management
Ohio
$247K -$116 -2 -0%
ACA
814
American Capital Advisory
Idaho
$246K +$41.6K +832 +20%
FWP
815
Firethorn Wealth Partners
Georgia
$246K -$697 -12 -0.3%
PMFA
816
Plante Moran Financial Advisors
Michigan
$245K +$147K +2,536 +150%
SAM
817
SP Asset Management
California
$245K +$987 +17 +0.4%
LA
818
LM Advisors
California
$244K
VPIM
819
Vanguard Personalized Indexing Management
California
$243K -$34.7K -597 -12%
M&T Bank
820
M&T Bank
New York
$241K +$241K +4,150 New
STA
821
Summit Trail Advisors
New York
$241K +$241K +4,143 New
SGI
822
Summit Global Investments
Utah
$239K +$814 +14 +0.3%
CRWM
823
Castle Rock Wealth Management
California
$238K -$6.81K -122 -3%
ACM
824
Advisors Capital Management
New Jersey
$237K -$132K -2,273 -36%
WW
825
Waterfront Wealth
Kansas
$236K