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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 %
PFM
976
Phillips Financial Management
Indiana
$47.1K -$31.4K -501 -40%
BAM
977
Bellevue Asset Management
Washington
$47K
WT
978
Whittier Trust
California
$41.7K +$251 +4 +0.6%
JPWM
979
Jamison Private Wealth Management
Georgia
$37.5K
Russell Investments Group
980
Russell Investments Group
United Kingdom
$37.2K -$3.14K -50 -8%
OA
981
Operose Advisors
Wisconsin
$35.3K -$112K -1,793 -76%
IWP
982
IAG Wealth Partners
Wisconsin
$34.4K +$19K +303 +123%
AGWCA
983
Annis Gardner Whiting Capital Advisors
Florida
$33.3K
RCM
984
Raleigh Capital Management
North Carolina
$32.3K
PFBT
985
Parkside Financial Bank & Trust
Missouri
$32.1K -$20.2K -323 -39%
IBOK
986
Independence Bank of Kentucky
Kentucky
$31.7K
VAMG
987
Voisard Asset Management Group
Michigan
$31.3K
HCM
988
Horrell Capital Management
Arkansas
$31K
MWM
989
MGB Wealth Management
Texas
$30.4K
SCA
990
Stuart Chaussee & Associates
California
$30K -$54.6K -871 -65%
BCMLT
991
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.8K -$6.27K -100 -17%
TC
992
Truvestments Capital
Florida
$27.6K +$27.6K +440 New
MTIC
993
Missouri Trust & Investment Company
Missouri
$25.1K
CTB
994
Country Trust Bank
Illinois
$20.1K
DPW
995
DiNuzzo Private Wealth
Pennsylvania
$19.8K
PPC
996
Park Place Capital
Alabama
$19.4K +$19.4K +309 New
EWA
997
Elevate Wealth Advisory
Georgia
$19.3K
ITIM
998
Indiana Trust & Investment Management
Indiana
$19.3K
JWA
999
JFS Wealth Advisors
Pennsylvania
$19.3K
AW
1000
Avion Wealth
Texas
$19K