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iShares Core Dividend Growth ETF

981 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2024 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 373 increasing their positions, 368 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
981
Holders Change
+21
Holders Change %
+2.19%
% of All Funds
14.22%
Holding in Top 10
117
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.86%
% of All Funds
1.7%
New
94
Increased
373
Reduced
368
Closed
62
Calls
$55.1M
Puts
$7.13M
Net Calls
+$48M
Net Calls Change
+$43.4M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
176
Waverly Advisors
Alabama
$9.72M +$1.08M +18,520 +12%
PFS
177
Prospera Financial Services
Texas
$9.68M -$147K -2,532 -1%
PCM
178
Perritt Capital Management
Illinois
$9.67M +$165K +2,844 +2%
Citigroup
179
Citigroup
New York
$9.63M -$1.83M -31,543 -16%
MA
180
Modus Advisors
Minnesota
$9.62M +$137K +2,364 +1%
SFP
181
Shepherd Financial Partners
Massachusetts
$9.59M +$736K +12,682 +8%
FAM
182
Forte Asset Management
New York
$9.58M -$1.18M -20,386 -11%
OS
183
Objectivity Squared
South Carolina
$9.4M +$975K +17,222 +12%
PAS
184
Park Avenue Securities
New York
$9.24M +$1.46M +25,148 +19%
FIA
185
Foundations Investment Advisors
Arizona
$9.15M +$239K +4,123 +3%
AWM
186
Accel Wealth Management
Iowa
$9.14M +$81.8K +1,409 +0.9%
MPW
187
Monterey Private Wealth
California
$9.01M +$85.4K +1,471 +1%
TFS
188
Thoroughbred Financial Services
Tennessee
$8.93M -$2.1M -36,223 -19%
BCI
189
Brinker Capital Investments
Pennsylvania
$8.82M -$438K -7,542 -5%
OPS
190
Orion Portfolio Solutions
Nebraska
$8.82M -$438K -7,542 -5%
KPWS
191
Kestra Private Wealth Services
Texas
$8.74M -$7.92M -136,404 -48%
CAM
192
Cresset Asset Management
Illinois
$8.73M +$4.16M +71,611 +91%
National Bank of Canada
193
National Bank of Canada
Quebec, Canada
$8.71M +$416K +7,200 +5%
PPWP
194
Premier Path Wealth Partners
New Jersey
$8.6M +$1.37M +23,609 +19%
AIA
195
Alternative Investment Advisors
Florida
$8.52M +$342K +5,916 +4%
EWA
196
EverSource Wealth Advisors
Alabama
$8.42M +$1.8M +32,242 +27%
GIA
197
Gladstone Institutional Advisory
Florida
$8.41M -$90.2K -1,553 -1%
WP
198
WealthShield Partners
North Carolina
$8.31M -$2.83M -48,657 -25%
ADL
199
Asset Dedication LLC
California
$8.27M -$1.16M -19,988 -12%
EFS
200
Essex Financial Services
Connecticut
$8.22M -$121K -2,084 -1%