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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 %
BP
201
BBR Partners
New York
$7.98M +$3.08K +53 +0%
DADC
202
D.A. Davidson & Co
Montana
$7.95M -$146K -2,514 -2%
CT
203
Colonial Trust
South Carolina
$7.72M -$166K -2,857 -2%
KAM
204
Knightsbridge Asset Management
California
$7.7M
MC
205
Matisse Capital
Oregon
$7.6M -$228K -3,921 -3%
BAAM
206
Baker Avenue Asset Management
California
$7.51M +$2.18M +37,512 +41%
RWA
207
Rooted Wealth Advisors
Illinois
$7.5M +$168K +2,917 +2%
EB
208
Eastern Bank
Massachusetts
$7.46M -$279K -4,798 -4%
TWM
209
TriaGen Wealth Management
California
$7.33M +$821K +14,141 +13%
PFGIA
210
Patriot Financial Group Insurance Agency
Massachusetts
$7.2M -$2.68M -46,092 -27%
AWE
211
Avidian Wealth Enterprises
Texas
$7.15M -$78.5K -1,352 -1%
CAG
212
Csenge Advisory Group
Florida
$7.11M -$1.03M -17,773 -13%
PWA
213
Physician Wealth Advisors
Utah
$7.05M -$24.3K -440 -0.3%
AWM
214
Aprio Wealth Management
Georgia
$7.05M +$1.29M +22,193 +22%
APWA
215
Atlas Private Wealth Advisors
New Jersey
$7.02M +$7.02M +120,879 New
TWC
216
TD Waterhouse Canada
Ontario, Canada
$6.96M -$2.49M -33,742 -26%
Mirae Asset Global Investments
217
Mirae Asset Global Investments
South Korea
$6.93M -$406K -7,000 -6%
ASN
218
Advisory Services Network
Georgia
$6.86M +$169K +2,907 +3%
LGWM
219
Litman Gregory Wealth Management
California
$6.85M +$2.43M +41,909 +55%
RWA
220
Redhawk Wealth Advisors
Minnesota
$6.64M -$6.4M -110,280 -49%
IC
221
IEQ Capital
California
$6.6M +$282K +4,860 +4%
CWM
222
Connecticut Wealth Management
Connecticut
$6.56M +$1.19M +20,430 +22%
HFRG
223
Houlihan Financial Resource Group
Virginia
$6.53M +$104K +1,791 +2%
AGA
224
Arkos Global Advisors
Texas
$6.51M +$610K +10,504 +10%
YWS
225
Yarger Wealth Strategies
Ohio
$6.47M -$1.31M -22,605 -17%