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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 %
GWP
901
Gen-Wealth Partners
Michigan
$70.7K +$70.7K +1,217 New
CP
902
Castleview Partners
Texas
$63.9K
GJIA
903
Glass Jacobson Investment Advisors
Maryland
$63.4K +$174 +3 +0.3%
PP
904
PrairieView Partners
Minnesota
$61K +$5.84K +100 +11%
MHR
905
Matthew Hamilton Rosenberg
$60.3K
FWP
906
FAS Wealth Partners
Kansas
$59.1K
WAG
907
Wiser Advisor Group
Arizona
$57.5K
MSWM
908
Mowery & Schoenfeld Wealth Management
Illinois
$55.9K -$36.7K -632 -40%
MBFW
909
Morton Brown Family Wealth
Pennsylvania
$52.2K
VCM
910
Versant Capital Management
Arizona
$50.2K +$232 +4 +0.5%
BLC
911
Brown, Lisle/Cummings
Rhode Island
$49.4K
PFBT
912
Parkside Financial Bank & Trust
Missouri
$48.4K +$116 +2 +0.2%
HCM
913
Hollencrest Capital Management
California
$47.3K +$232 +4 +0.5%
CBT
914
Central Bank & Trust
Kentucky
$44.9K +$18.1K +312 +68%
EWP
915
Elevation Wealth Partners
California
$44K +$44K +758 New
JFA
916
JNBA Financial Advisors
Minnesota
$43.9K
PFM
917
Phillips Financial Management
Indiana
$43.6K
BAM
918
Bellevue Asset Management
Washington
$43.5K
CA
919
Clearstead Advisors
Ohio
$39.6K +$39.6K +686 New
WT
920
Whittier Trust
California
$38.1K +$174 +3 +0.5%
SIC
921
SJS Investment Consulting
Ohio
$35.6K -$76.8K -1,323 -68%
JPWM
922
Jamison Private Wealth Management
Georgia
$34.7K +$34.7K +598 New
BCMLT
923
Beacon Capital Management LLC (Tennessee)
Tennessee
$33.4K
AGWCA
924
Annis Gardner Whiting Capital Advisors
Florida
$30.8K
RCM
925
Raleigh Capital Management
North Carolina
$30K