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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 %
BDFN
826
Bond & Devick Financial Network
Minnesota
$338K
LRPA
827
L. Roy Papp & Associates
Arizona
$338K +$5.52K +90 +2%
AA
828
Addison Advisors
Vermont
$337K -$13.9K -226 -4%
CIR
829
Clear Investment Research
Georgia
$332K +$307 +5 +0.1%
CWA
830
Clarus Wealth Advisors
Arizona
$332K +$19.3K +317 +6%
ONB
831
Old National Bancorp
Indiana
$332K
CWM
832
Castle Wealth Management
Florida
$332K
HAIM
833
Hunter Associates Investment Management
Pennsylvania
$331K
LT
834
Legacy Trust
Michigan
$331K
SIMC
835
Squire Investment Management Company
Utah
$328K +$328K +5,345 New
PA
836
Planning Alternatives
Michigan
$326K -$4.79K -78 -1%
PWM
837
Pacific Wealth Management
California
$324K -$269K -4,378 -45%
RHP
838
Royal Harbor Partners
Texas
$323K +$981 +16 +0.3%
OHIS
839
Oak Harvest Investment Services
Texas
$322K -$21K -343 -6%
TSWM
840
Tyler-Stone Wealth Management
Ohio
$322K +$797 +13 +0.2%
MP
841
McDonald Partners
Ohio
$318K
CIC
842
Chilton Investment Company
Connecticut
$317K +$28.9K +471 +10%
Betterment LLC
843
Betterment LLC
New York
$312K -$44.2K -721 -12%
BFP
844
Beacon Financial Planning
Massachusetts
$312K +$312K +5,085 New
CTI
845
Community Trust & Investment
Kentucky
$310K +$7.79K +127 +3%
FCI
846
Financial Counselors Inc
Kansas
$308K -$201K -3,278 -39%
SCM
847
SOL Capital Management
Maryland
$307K
TCA
848
Transcend Capital Advisors
New Jersey
$307K -$45.1K -736 -13%
SPWG
849
Syntegra Private Wealth Group
Missouri
$306K -$3.19K -52 -1%
BWA
850
BCU Wealth Advisors
Illinois
$305K +$1.47K +24 +0.5%