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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 %
HWA
851
HHM Wealth Advisors
Tennessee
$205K +$23.2K +400 +13%
MM
852
Meridian Management
Arkansas
$204K +$204K +3,515 New
OFS
853
OneAscent Financial Services
Alabama
$203K +$203K +3,499 New
BF
854
Brogan Financial
Tennessee
$202K +$202K +3,472 New
SM
855
Sensible Money
Arizona
$201K +$201K +3,455 New
AT
856
Arlington Trust
Alabama
$199K
SAG
857
Spotlight Asset Group
Illinois
$197K
OC
858
Oakworth Capital
Alabama
$195K
AA
859
Ancora Advisors
Ohio
$194K
NSIM
860
North Star Investment Management
Illinois
$191K +$22.2K +383 +13%
RIL
861
Rothschild Investment LLC
Illinois
$176K
CJ
862
Caitlin John
Michigan
$176K
TCOV
863
Trust Company of Vermont
Vermont
$174K
GIA
864
GHP Investment Advisors
Colorado
$172K +$13.4K +230 +8%
BBPWM
865
Blue Bell Private Wealth Management
Pennsylvania
$166K +$10.6K +182 +7%
DSC
866
Duncker Streett & Co
Missouri
$161K
SWM
867
Sanctuary Wealth Management
Idaho
$157K +$755 +13 +0.5%
WBC
868
West Branch Capital
Massachusetts
$153K -$3.89K -67 -2%
TSWM
869
Tyler-Stone Wealth Management
Ohio
$152K +$57.3K +987 +61%
BC
870
Barrett & Company
Rhode Island
$151K
LFG
871
Larson Financial Group
Missouri
$147K +$3.48K +60 +2%
GWSG
872
GPS Wealth Strategies Group
Colorado
$146K +$34.3K +590 +31%
Qube Research & Technologies (QRT)
873
Qube Research & Technologies (QRT)
United Kingdom
$145K +$29K +500 +25%
CPA
874
Cardiff Park Advisors
California
$144K +$755 +13 +0.5%
CTC
875
Central Trust Company
Missouri
$137K