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iShares Core Dividend Growth ETF

1,035 hedge funds and large institutions have $16.9B invested in iShares Core Dividend Growth ETF in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 445 increasing their positions, 340 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,035
Holders Change
+55
Holders Change %
+5.61%
% of All Funds
14.97%
Holding in Top 10
113
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.89%
% of All Funds
1.63%
New
100
Increased
445
Reduced
340
Closed
34
Calls
$95M
Puts
$715K
Net Calls
+$94.2M
Net Calls Change
+$86.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
951
Pineridge Advisors
Missouri
$79.8K +$21.1K +336 +36%
VCM
952
Versant Capital Management
Arizona
$78.6K +$24.1K +385 +44%
JGIA
953
Jackson Grant Investment Advisers
Connecticut
$77K
GWP
954
Gen-Wealth Partners
Michigan
$76K
RI
955
Ridgewood Investments
New Jersey
$74.1K
WT
956
Washington Trust
Rhode Island
$72.7K -$69.3K -1,106 -49%
GJIA
957
Glass Jacobson Investment Advisors
Maryland
$68.9K +$313 +5 +0.5%
MFG
958
Mendota Financial Group
Wisconsin
$67.3K
MA
959
Montag & Associates
Georgia
$64.6K +$60.8K +970 +1,590%
TAM
960
Tucker Asset Management
Colorado
$64.4K
FWP
961
FAS Wealth Partners
Kansas
$63.9K
QC
962
Quent Capital
New York
$62.7K +$62.5K +998 +49,900%
BL
963
BFSG LLC
California
$61.1K +$61.1K +974 New
CA
964
Clearstead Advisors
Ohio
$61K
HWM
965
Hemington Wealth Management
Virginia
$57K +$57K +926 New
HNB
966
Hilltop National Bank
Wyoming
$56.7K +$56.7K +904 New
MBFW
967
Morton Brown Family Wealth
Pennsylvania
$56.4K
MHR
968
Matthew Hamilton Rosenberg
$56.2K -$1.63K -26 -3%
WI
969
Wintrust Investments
Illinois
$56K -$560K -9,072 -91%
BLC
970
Brown, Lisle/Cummings
Rhode Island
$53.3K
HCM
971
Hollencrest Capital Management
California
$52.8K +$376 +6 +0.7%
SC
972
Swan Capital
Florida
$49.7K +$49.7K +793 New
SSB
973
Sandy Spring Bank
Maryland
$49.7K -$15.4K -245 -24%
EWP
974
Elevation Wealth Partners
California
$48.1K +$313 +5 +0.7%
JFA
975
JNBA Financial Advisors
Minnesota
$47.4K