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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 %
CRWM
876
Castle Rock Wealth Management
California
$281K +$1.66K +26 +0.6%
SAA
877
Southeast Asset Advisors
Georgia
$280K
EL
878
Essex LLC
Illinois
$280K
NWA
879
Navis Wealth Advisors
New York
$276K
AMCA
880
Arthur M. Cohen & Associates
Illinois
$276K
CAG
881
Curtis Advisory Group
California
$276K
AWA
882
Aaron Wealth Advisors
Illinois
$274K +$274K +4,473 New
MWP
883
Moller Wealth Partners
$273K +$273K +4,456 New
TCOV
884
Trust Company of Vermont
Vermont
$273K +$88.9K +1,450 +48%
SYBT
885
Stock Yards Bank & Trust
Kentucky
$272K
CCM
886
Coldstream Capital Management
Washington
$269K -$36.7K -599 -12%
WMA
887
West Michigan Advisors
Michigan
$269K +$269K +4,381 New
IP
888
Integras Partners
Georgia
$266K +$266K +4,332 New
NA
889
Note Advisors
New York
$264K +$264K +4,308 New
SAM
890
SP Asset Management
California
$262K +$1.23K +20 +0.5%
FWI
891
Facet Wealth Inc
Maryland
$262K +$262K +4,139 New
WW
892
Waterfront Wealth
Kansas
$260K +$3.07K +50 +1%
OC
893
Oarsman Capital
Wisconsin
$260K +$2.76K +45 +1%
AAP
894
Arax Advisory Partners
Colorado
$259K +$145K +2,372 +128%
ACM
895
Advisors Capital Management
New Jersey
$258K +$32.8K +535 +15%
ATPW
896
Ashton Thomas Private Wealth
Arizona
$257K +$17.5K +286 +7%
EFG
897
Ethos Financial Group
Pennsylvania
$255K -$74.8K -1,220 -23%
DWP
898
Daymark Wealth Partners
Ohio
$254K +$1.1K +18 +0.4%
SQA
899
Simon Quick Advisors
New Jersey
$252K +$41.3K +673 +20%
FFA
900
Florida Financial Advisors
Florida
$251K +$3.25K +53 +1%