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iShares Core Dividend Growth ETF

1,112 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, 357 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
+77
Holders Change %
+7.44%
% of All Funds
14.81%
Holding in Top 10
120
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.19%
% of All Funds
1.6%
New
162
Increased
449
Reduced
357
Closed
58
Calls
$2.97M
Puts
$2.07M
Net Calls
+$896K
Net Calls Change
-$93.4M
Name Holding Trade Value Shares
Change
Shares
Change %
NWM
1051
Nova Wealth Management
Florida
$28.5K +$28.5K +465 New
AWM
1052
Accredited Wealth Management
Kentucky
$27.6K +$27.6K +450 New
UIA
1053
Ulland Investment Advisors
Minnesota
$27K +$27K +440 New
TC
1054
Truvestments Capital
Florida
$27K
MTIC
1055
Missouri Trust & Investment Company
Missouri
$24.5K
DF
1056
Dunhill Financial
United Kingdom
$24.5K +$18.4K +300 +300%
CA
1057
Clearstead Advisors
Ohio
$23.2K -$36.5K -595 -61%
FMTCOCP
1058
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K +$23K +374 New
LIS
1059
Legacy Investment Solutions
Idaho
$22.4K +$22.4K +354 New
LWMI
1060
Legacy Wealth Management (Idaho)
Idaho
$22.4K +$22.4K +354 New
CTB
1061
Country Trust Bank
Illinois
$19.6K
DPW
1062
DiNuzzo Private Wealth
Pennsylvania
$19.4K
EWA
1063
Elevate Wealth Advisory
Georgia
$18.9K
JWA
1064
JFS Wealth Advisors
Pennsylvania
$18.9K
ITIM
1065
Indiana Trust & Investment Management
Indiana
$18.9K
KFGG
1066
Keystone Financial Group (Georgia)
Georgia
$18.7K +$18.7K +305 New
AW
1067
Avion Wealth
Texas
$18K
MSFP
1068
Mark Sheptoff Financial Planning
Connecticut
$17.2K +$17.2K +280 New
PK
1069
Pflug Koory
Nebraska
$15.7K
MG
1070
Mather Group
Illinois
$15K
TFGT
1071
TS Financial Group (TSFG)
Illinois
$15K
WSCM
1072
Wellington Shields Capital Management
New York
$14.1K +$14.1K +230 New
DRP
1073
Decker Retirement Planning
Utah
$14K +$14K +229 New
EPW
1074
Endeavor Private Wealth
Kansas
$13.6K +$13.6K +222 New
TIM
1075
Tortoise Investment Management
New York
$12.3K +$12.3K +200 New