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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 %
SCA
876
Stuart Chaussee & Associates
California
$72.6K
CYG
877
Clean Yield Group
Vermont
$70K
BWM
878
Baystate Wealth Management
Massachusetts
$69.4K +$1.02K +19 +1%
MFG
879
Mendota Financial Group
Wisconsin
$68.4K +$68.4K +1,270 New
JGIA
880
Jackson Grant Investment Advisers
Connecticut
$66.1K -$16.5K -307 -20%
CP
881
Castleview Partners
Texas
$59.3K +$538 +10 +0.9%
GJIA
882
Glass Jacobson Investment Advisors
Maryland
$58.5K +$20.6K +383 +54%
MHR
883
Matthew Hamilton Rosenberg
$56.2K
AWM
884
Able Wealth Management
New Jersey
$54.8K +$54.8K +1,019 New
FWP
885
FAS Wealth Partners
Kansas
$54.8K -$57.8K -1,075 -51%
WAG
886
Wiser Advisor Group
Arizona
$53.3K +$53.3K +990 New
PP
887
PrairieView Partners
Minnesota
$51K
MBFW
888
Morton Brown Family Wealth
Pennsylvania
$48.4K
HCA
889
Heck Capital Advisors
Wisconsin
$47.5K -$20.7K -384 -30%
VCM
890
Versant Capital Management
Arizona
$46.3K +$46.3K +860 New
BLC
891
Brown, Lisle/Cummings
Rhode Island
$45.7K +$32.3K +600 +240%
PFBT
892
Parkside Financial Bank & Trust
Missouri
$44.7K +$44.7K +831 New
RFA
893
Resurgent Financial Advisors
Georgia
$44.6K -$66.6K -1,238 -60%
HCM
894
Hollencrest Capital Management
California
$43.6K +$646 +12 +2%
JFA
895
JNBA Financial Advisors
Minnesota
$40.7K
PFM
896
Phillips Financial Management
Indiana
$40.4K
BAM
897
Bellevue Asset Management
Washington
$40.4K -$16.1K -300 -29%
BCM
898
Bourgeon Capital Management
Connecticut
$39.8K
PWMG
899
Private Wealth Management Group
New Jersey
$36.1K +$36.1K +670 New
WT
900
Whittier Trust
California
$35.2K +$538 +10 +2%