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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
14.08%
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 %
Bessemer Group
851
Bessemer Group
New Jersey
$126K +$19.8K +364 +19%
DJSG
852
D.J. St. Germain
Massachusetts
$123K -$1.92M -35,710 -94%
RP
853
Rowlandmiller & Partners
Georgia
$123K -$3.66K -68 -3%
NS
854
NBC Securities
Alabama
$111K -$1.49K -28 -1%
Qube Research & Technologies (QRT)
855
Qube Research & Technologies (QRT)
United Kingdom
$108K -$204K -3,782 -65%
PCMC
856
Private Capital Management (Colorado)
Colorado
$107K
CWM
857
Cranbrook Wealth Management
Michigan
$106K
SIC
858
SJS Investment Consulting
Ohio
$104K +$700 +13 +0.7%
GWSG
859
GPS Wealth Strategies Group
Colorado
$103K -$30.9K -574 -23%
WFA
860
West Financial Advisors
Iowa
$102K
AAP
861
Arax Advisory Partners
Colorado
$98K +$1.4K +26 +1%
TAM
862
Tucker Asset Management
Colorado
$94.5K -$1.78K -33 -2%
TCWA
863
Turtle Creek Wealth Advisors
Texas
$93.9K +$93.9K +1,745 New
PMFA
864
Plante Moran Financial Advisors
Michigan
$91K +$44.4K +825 +95%
AIC
865
Archer Investment Corporation
Indiana
$88.4K
TSWM
866
Tyler-Stone Wealth Management
Ohio
$87.5K
MSWM
867
Mowery & Schoenfeld Wealth Management
Illinois
$85.8K +$85.8K +1,594 New
MA
868
MCF Advisors
Kentucky
$85K +$54 +1 +0.1%
CWC
869
Carolinas Wealth Consulting
North Carolina
$83.7K +$323 +6 +0.4%
OHWP
870
Oak Harbor Wealth Partners
North Carolina
$79.9K +$79.9K +1,485 New
MPWT
871
MassMutual Private Wealth & Trust
Connecticut
$79.8K -$26K -483 -25%
OSAM
872
O'Shaughnessy Asset Management
Connecticut
$78K -$182K -3,384 -70%
GG
873
Gleason Group
Kentucky
$76.5K +$1.13K +21 +1%
PA
874
Pineridge Advisors
Missouri
$75.1K +$75.1K +1,396 New
LC
875
Lindbrook Capital
California
$74.2K