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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 %
SAM
951
Secure Asset Management
Michigan
$206K +$206K +3,365 New
OC
952
Oakworth Capital
Alabama
$206K
WFP
953
Wrenne Financial Planning
Kentucky
$205K
JFG
954
JMG Financial Group
Illinois
$202K
NSIM
955
North Star Investment Management
Illinois
$202K
AWA
956
Amplius Wealth Advisors
Pennsylvania
$202K
ACA
957
American Capital Advisory
Idaho
$196K +$61 +1 +0%
CAS
958
Coppell Advisory Solutions
Texas
$192K +$35.8K +585 +23%
SWM
959
Sanctuary Wealth Management
Idaho
$189K +$21.4K +349 +13%
LFA
960
LGT Financial Advisors
Texas
$185K -$1.9K -31 -1%
RDIA
961
RE Dickinson Investment Advisors
Iowa
$184K
Bessemer Group
962
Bessemer Group
New Jersey
$183K -$49.6K -809 -21%
EFP
963
EnRich Financial Partners
Wisconsin
$182K
GIA
964
GHP Investment Advisors
Colorado
$182K
FDCDDQ
965
Federation des caisses Desjardins du Quebec
Quebec, Canada
$181K -$135K -2,193 -43%
WTFG
966
Wood Tarver Financial Group
Idaho
$180K +$180K +2,946 New
WSC
967
Wellington Shields & Co
New York
$180K +$180K +2,931 New
DSC
968
Duncker Streett & Co
Missouri
$171K
VWA
969
Valued Wealth Advisors
Utah
$170K +$170K +2,776 New
BBPWM
970
Blue Bell Private Wealth Management
Pennsylvania
$170K
CSWM
971
Cassady Schiller Wealth Management
Ohio
$167K -$37.2K -607 -18%
WBC
972
West Branch Capital
Massachusetts
$164K +$1.04K +17 +0.6%
CAM
973
Creekmur Asset Management
Illinois
$161K +$798 +13 +0.5%
BC
974
Barrett & Company
Rhode Island
$159K
CTC
975
Central Trust Company
Missouri
$159K