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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 %
PTC
851
Philadelphia Trust Company
Pennsylvania
$303K -$61.4K -1,000 -17%
GWMR
852
GC Wealth Management RIA
Massachusetts
$302K -$6.81K -111 -2%
KFS
853
Kelly Financial Services
Massachusetts
$301K -$429 -7 -0.1%
HCA
854
Heck Capital Advisors
Wisconsin
$301K -$1.9K -31 -0.6%
BMM
855
Buffington Mohr McNeal
Idaho
$300K
BW
856
Bison Wealth
Georgia
$299K +$859 +14 +0.3%
HFA
857
High Falls Advisors
New York
$298K -$202K -3,294 -40%
CAG
858
Crestwood Advisors Group
Massachusetts
$298K +$298K +4,859 New
CFSG
859
Community Financial Services Group
Vermont
$291K -$82.9K -1,352 -22%
GWSG
860
GPS Wealth Strategies Group
Colorado
$291K +$66.6K +1,085 +30%
CRI
861
Commonwealth Retirement Investments
Virginia
$290K -$44.2K -720 -13%
LWM
862
LongView Wealth Management
Georgia
$288K +$288K +4,689 New
PFG
863
Pinnacle Financial Group
Illinois
$288K +$77.1K +1,257 +37%
IF
864
Integrity Financial
Wyoming
$287K -$797 -13 -0.3%
LA
865
LM Advisors
California
$287K +$29.9K +488 +12%
CWM
866
Congress Wealth Management
Massachusetts
$286K -$6.32K -103 -2%
BAM
867
BOS Asset Management
Illinois
$286K +$286K +4,663 New
MCM
868
Mattern Capital Management
Colorado
$285K
UAG
869
United Advisor Group
Ohio
$285K -$42.8K -698 -13%
HA
870
HFG Advisors
Ohio
$285K -$145K -2,356 -34%
JSW
871
Journey Strategic Wealth
New Jersey
$284K -$46.6K -760 -14%
SPF
872
South Plains Financial
Texas
$283K +$283K +4,608 New
Vontobel Holding
873
Vontobel Holding
Switzerland
$282K +$282K +4,600 New
S
874
Sachetta
Massachusetts
$282K -$113K -1,838 -29%
BFIM
875
Beese Fulmer Investment Management
Ohio
$282K