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iShares Core Dividend Growth ETF

980 hedge funds and large institutions have $15.2B invested in iShares Core Dividend Growth ETF in 2024 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 395 increasing their positions, 360 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
980
Holders Change
-1
Holders Change %
-0.1%
% of All Funds
14.25%
Holding in Top 10
112
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.27%
% of All Funds
1.63%
New
70
Increased
395
Reduced
360
Closed
57
Calls
$16.8M
Puts
$9.36M
Net Calls
+$7.47M
Net Calls Change
-$40.5M
Name Holding Trade Value Shares
Change
Shares
Change %
GJIA
901
Glass Jacobson Investment Advisors
Maryland
$63.1K +$230 +4 +0.4%
Belvedere Trading
902
Belvedere Trading
Illinois
$62.1K -$8.24K -143 -12%
MFG
903
Mendota Financial Group
Wisconsin
$61.9K -$11.3K -196 -15%
SSB
904
Sandy Spring Bank
Maryland
$59.7K -$374K -6,495 -86%
TAM
905
Tucker Asset Management
Colorado
$59.2K -$41.9K -727 -41%
FWP
906
FAS Wealth Partners
Kansas
$58.7K
CA
907
Clearstead Advisors
Ohio
$56.1K +$16.5K +287 +42%
PP
908
PrairieView Partners
Minnesota
$54K -$5.71K -100 -10%
PA
909
Pineridge Advisors
Missouri
$54K -$26.3K -457 -33%
MBFW
910
Morton Brown Family Wealth
Pennsylvania
$53.7K
MHR
911
Matthew Hamilton Rosenberg
$53K -$7.01K -122 -12%
VCM
912
Versant Capital Management
Arizona
$50K +$288 +5 +0.6%
BLC
913
Brown, Lisle/Cummings
Rhode Island
$49K
HCM
914
Hollencrest Capital Management
California
$48.2K +$1.27K +22 +3%
PFBT
915
Parkside Financial Bank & Trust
Missouri
$48.2K +$173 +3 +0.4%
EWP
916
Elevation Wealth Partners
California
$43.9K +$230 +4 +0.5%
JFA
917
JNBA Financial Advisors
Minnesota
$43.6K
BAM
918
Bellevue Asset Management
Washington
$43.2K
VWM
919
Venturi Wealth Management
Texas
$40.9K +$40.9K +709 New
WT
920
Whittier Trust
California
$38.1K +$230 +4 +0.6%
Russell Investments Group
921
Russell Investments Group
United Kingdom
$37.1K +$33.5K +581 +922%
SIC
922
SJS Investment Consulting
Ohio
$35.3K
JPWM
923
Jamison Private Wealth Management
Georgia
$34.4K
BCMLT
924
Beacon Capital Management LLC (Tennessee)
Tennessee
$33.2K
AGWCA
925
Annis Gardner Whiting Capital Advisors
Florida
$30.6K