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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 %
MHR
1026
Matthew Hamilton Rosenberg
$55K
NOI
1027
Newton One Investments
Delaware
$52.9K +$52.9K +862 New
BAM
1028
Bellevue Asset Management
Washington
$52.2K +$6.14K +100 +13%
BLC
1029
Brown, Lisle/Cummings
Rhode Island
$52.1K
NWWA
1030
New Wave Wealth Advisors
Arkansas
$49.1K +$49.1K +800 New
VHAM
1031
Van Hulzen Asset Management
California
$48.6K +$48.6K +793 New
EWP
1032
Elevation Wealth Partners
California
$47.3K +$307 +5 +0.7%
JFA
1033
JNBA Financial Advisors
Minnesota
$46.4K
PFM
1034
Phillips Financial Management
Indiana
$46.1K
OPTFSNA
1035
Old Point Trust & Financial Services N A
Virginia
$46K +$46K +750 New
DWM
1036
Darwin Wealth Management
Florida
$45.2K -$57.2K -933 -56%
TF
1037
Tompkins Financial
New York
$41K +$41K +668 New
SIM
1038
Synergy Investment Management
Florida
$36.8K +$36.8K +600 New
Russell Investments Group
1039
Russell Investments Group
United Kingdom
$36.5K +$61 +1 +0.2%
OA
1040
Operose Advisors
Wisconsin
$34.5K
IWP
1041
IAG Wealth Partners
Wisconsin
$33.7K
B
1042
Birchbrook
Maine
$33.5K +$33.5K +546 New
YDMI
1043
Y.D. More Investments
Israel
$33.1K +$33.1K +540 New
RWM
1044
Rialto Wealth Management
New York
$32.8K +$32.8K +534 New
MAS
1045
MPWM Advisory Solutions
Georgia
$32.7K +$32.7K +533 New
AGWCA
1046
Annis Gardner Whiting Capital Advisors
Florida
$32.6K
RCM
1047
Raleigh Capital Management
North Carolina
$31.7K
HCM
1048
Horrell Capital Management
Arkansas
$31K
IBOK
1049
Independence Bank of Kentucky
Kentucky
$31K
SCA
1050
Stuart Chaussee & Associates
California
$29.3K