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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 %
OC
826
Oakworth Capital
Alabama
$181K
FFA
827
Farther Finance Advisors
California
$180K -$155K -2,877 -46%
AA
828
Ancora Advisors
Ohio
$180K -$38.5K -715 -18%
SC
829
Stephens Consulting
Michigan
$174K +$61K +1,134 +54%
LF
830
Lee Financial
Texas
$171K +$132K +2,450 +338%
GWS
831
Glassman Wealth Services
Virginia
$169K -$6.14K -114 -4%
HWA
832
HHM Wealth Advisors
Tennessee
$168K -$5.33K -99 -3%
SAG
833
Spotlight Asset Group
Illinois
$168K
BF
834
BOK Financial
Oklahoma
$163K
RIL
835
Rothschild Investment LLC
Illinois
$163K +$163K +3,031 New
CJ
836
Caitlin John
Michigan
$163K +$163K +3,028 New
TCOV
837
Trust Company of Vermont
Vermont
$162K +$162K +3,001 New
NSIM
838
North Star Investment Management
Illinois
$157K +$157K +2,908 New
HGA
839
Hobbs Group Advisors
South Carolina
$156K +$156K +2,894 New
DSC
840
Duncker Streett & Co
Missouri
$150K
GIA
841
GHP Investment Advisors
Colorado
$147K
WBC
842
West Branch Capital
Massachusetts
$145K +$6.46K +120 +5%
SWM
843
Sanctuary Wealth Management
Idaho
$145K -$8.5K -158 -6%
BBPWM
844
Blue Bell Private Wealth Management
Pennsylvania
$144K +$4.74K +88 +3%
BC
845
Barrett & Company
Rhode Island
$140K
CAS
846
Coppell Advisory Solutions
Texas
$137K +$84.9K +1,577 +164%
LFG
847
Larson Financial Group
Missouri
$133K -$2.64K -49 -2%
CPA
848
Cardiff Park Advisors
California
$133K +$1.94K +36 +1%
PPWM
849
PFG Private Wealth Management
Florida
$128K
CTC
850
Central Trust Company
Missouri
$127K