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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 %
CA
801
Continuum Advisory
Idaho
$375K -$7.73K -126 -2%
RBC
802
Romano Brothers & Co
Illinois
$370K +$2.33K +38 +0.6%
OFS
803
Orrstown Financial Services
Pennsylvania
$369K
SF
804
Symphony Financial
Texas
$369K +$17.2K +272 +5%
TCM
805
Tandem Capital Management
New Jersey
$369K -$5.52K -90 -1%
CWA
806
Continuum Wealth Advisors
New York
$368K +$16.7K +272 +5%
FPWM
807
FSB Premier Wealth Management
Iowa
$367K +$48K +783 +15%
BWP
808
Balboa Wealth Partners
Arizona
$365K -$1.16M -18,841 -76%
SP
809
Stonebrook Private
Michigan
$364K -$21K -343 -5%
SIC
810
Sterling Investment Counsel
New York
$363K -$1.76M -28,724 -83%
FFWM
811
Future Financial Wealth Management
Ohio
$362K -$613 -10 -0.2%
TCBWMS
812
Texas Capital Bank Wealth Management Services
Texas
$361K +$797 +13 +0.2%
CFG
813
Citizens Financial Group
Rhode Island
$357K -$220K -3,582 -38%
BFC
814
Bedel Financial Consulting
Indiana
$352K +$3.32K +52 +1%
AF
815
Abound Financial
California
$350K +$350K +5,705 New
VA
816
Vident Advisory
Georgia
$350K
CPSC
817
Carl P. Sherr & Co
Massachusetts
$348K
SC
818
Soundwatch Capital
Connecticut
$347K +$23.6K +384 +7%
Empower Advisory Group
819
Empower Advisory Group
Colorado
$346K +$36.8K +600 +12%
SAM
820
Silvercrest Asset Management
New York
$346K -$41.2K -672 -11%
PA
821
Procyon Advisors
Connecticut
$341K +$341K +5,565 New
RFP
822
Root Financial Partners
California
$341K +$341K +5,554 New
HGA
823
Hobbs Group Advisors
South Carolina
$340K +$57.7K +941 +20%
IWP
824
Insight Wealth Partners
Texas
$340K -$74.5K -1,214 -18%
DW30
825
Drucker Wealth 3.0
New Jersey
$338K -$541K -8,816 -62%