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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 %
RDIA
1001
RE Dickinson Investment Advisors
Iowa
$18.8K
HF
1002
Halpern Financial
Virginia
$16.8K +$16.8K +269 New
PWM
1003
Partnership Wealth Management
Maryland
$16.6K
PK
1004
Pflug Koory
Nebraska
$16K +$16K +256 New
MG
1005
Mather Group
Illinois
$15.4K
TFGT
1006
TS Financial Group (TSFG)
Illinois
$15K -$15.6K -253 -51%
FPF
1007
First Pacific Financial
Washington
$12.3K +$12.3K +196 New
BIA
1008
Bell Investment Advisors
California
$12K
POIA
1009
Pin Oak Investment Advisors
Texas
$11K
VWM
1010
Venturi Wealth Management
Texas
$10.9K -$33.6K -535 -75%
FPFS
1011
First Personal Financial Services
North Carolina
$10.7K
CB
1012
CNB Bank
Pennsylvania
$9.4K
SIS
1013
Sound Income Strategies
Florida
$7.61K
WWP
1014
WR Wealth Planners
Missouri
$7.52K +$1.32K +21 +21%
FMP
1015
Financial Management Professionals
Texas
$7K
RIA
1016
Realta Investment Advisors
Delaware
$6.42K -$287K -4,511 -98%
DF
1017
Dunhill Financial
United Kingdom
$6.25K
CAM
1018
Costello Asset Management
Pennsylvania
$6.21K
IHWM
1019
Iron Horse Wealth Management
Iowa
$5.45K
PPA
1020
Painted Porch Advisors
California
$5.08K +$5.08K +81 New
KIG
1021
Kessler Investment Group
Indiana
$3.32K
PP
1022
PrairieView Partners
Minnesota
$2K -$40K -900 -95%
SL
1023
Salomon & Ludwin
Virginia
$1.82K
WWM
1024
Wolff Wiese Magana
California
$1.38K +$1.38K +22 New
MWA
1025
MFA Wealth Advisors
Pennsylvania
$1K