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iShares Core Dividend Growth ETF

1,113 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, 358 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,113
Holders Change
+78
Holders Change %
+7.54%
% of All Funds
14.82%
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
358
Closed
58
Calls
$2.97M
Puts
$2.07M
Net Calls
+$896K
Net Calls Change
-$93.4M
Name Holding Trade Value Shares
Change
Shares
Change %
FWP
901
Firethorn Wealth Partners
Georgia
$250K -$1.23K -20 -0.5%
WIM
902
Westside Investment Management
California
$250K -$5.95K -97 -2%
LSWP
903
Liberty Square Wealth Partners
Pennsylvania
$249K +$249K +3,899 New
GP
904
Guardian Partners
Canada
$245K +$245K +4,000 New
WFS
905
WealthGarden F.S.
California
$244K -$132K -2,157 -35%
Deutsche Bank
906
Deutsche Bank
Germany
$244K -$178K -2,900 -42%
CWM
907
Cedar Wealth Management
California
$241K -$1.34M -21,835 -85%
SWIG
908
Strategic Wealth Investment Group
Kentucky
$241K +$22.1K +360 +10%
TCM
909
Traynor Capital Management
Pennsylvania
$241K +$241K +3,930 New
CJ
910
Caitlin John
Michigan
$240K +$7.73K +126 +3%
TFA
911
Tobias Financial Advisors
Florida
$239K +$14.3K +233 +6%
GAA
912
Guardian Asset Advisors
Pennsylvania
$239K -$27.6K -451 -10%
TC
913
TAP Consulting
Missouri
$238K +$8.1K +132 +4%
GWM
914
GDS Wealth Management
Texas
$238K
HCC
915
Hirtle Callaghan & Co
Pennsylvania
$237K
SSB
916
Sandy Spring Bank
Maryland
$237K +$189K +3,077 +389%
KFI
917
Key Financial Inc
Pennsylvania
$237K
NL
918
NWAM LLC
Washington
$236K
SPP
919
Single Point Partners
Massachusetts
$236K -$6K -98 -2%
AG
920
Ascent Group
Virginia
$235K +$12.3K +200 +5%
FNA
921
First National Advisers
Nebraska
$232K
RW
922
RVW Wealth
California
$231K -$493K -8,043 -68%
QCM
923
QRG Capital Management
Illinois
$230K +$230K +3,749 New
CAM
924
Concorde Asset Management
Michigan
$230K +$22.5K +367 +11%
FFB
925
First Financial Bankshares
Texas
$230K