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iShares Core Dividend Growth ETF

1,310 hedge funds and large institutions have $21.6B invested in iShares Core Dividend Growth ETF in 2026 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 571 increasing their positions, 417 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

691% more call options, than puts

Call options by funds: $129M | Put options by funds: $16.3M

108% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 51

37% more repeat investments, than reductions

Existing positions increased: 571 | Existing positions reduced: 417

5% more capital invested

Capital invested by funds: $20.5B → $21.6B (+$1.07B)

2% more funds holding

Funds holding: 1,2791,310 (+31)

0.44% more ownership

Funds ownership: 57.2%57.64% (+0.44%)

5% less funds holding in top 10

Funds holding in top 10: 132125 (-7)

Holders
1,310
Holders Change
+31
Holders Change %
+2.42%
% of All Funds
16.13%
Holding in Top 10
125
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.3%
% of All Funds
1.54%
New
106
Increased
571
Reduced
417
Closed
51
Calls
$129M
Puts
$16.3M
Net Calls
+$113M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.42B +$106M +1,473,264 +8%
Bank of America
2
Bank of America
North Carolina
$1.36B -$26.4M -367,618 -2%
Morgan Stanley
3
Morgan Stanley
New York
$1.36B +$93.5K +1,304 +0%
Wealthfront Advisers
4
Wealthfront Advisers
California
$1.22B +$251M +3,494,469 +25%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$832M +$149M +2,077,934 +21%
Raymond James Financial
6
Raymond James Financial
Florida
$762M +$8.5M +118,609 +1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$746M +$24.1M +335,571 +3%
CIA
8
Capital Investment Advisors
Georgia
$592M +$6.57M +91,673 +1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$578M +$6.72M +93,718 +1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$507M -$2.99M -41,759 -0.6%
Ameriprise
11
Ameriprise
Minnesota
$481M -$6.46M -90,119 -1%
Wells Fargo
12
Wells Fargo
California
$468M -$27.9M -389,001 -6%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$443M -$34.4M -479,825 -7%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$372M -$36.2M -504,611 -9%
HighTower Advisors
15
HighTower Advisors
Illinois
$361M +$10.6M +147,280 +3%
Goldman Sachs
16
Goldman Sachs
New York
$335M -$15M -209,552 -4%
JP Morgan Chase
17
JP Morgan Chase
New York
$328M +$102M +1,423,042 +43%
UBS Group
18
UBS Group
Switzerland
$327M +$10.3M +143,463 +3%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$233M +$16.4M +228,446 +7%
MML Investors Services
20
MML Investors Services
Massachusetts
$219M -$32.1M -447,884 -13%
VIA
21
Vantagepoint Investment Advisers
District of Columbia
$219M -$5.08M -70,916 -2%
Truist Financial
22
Truist Financial
North Carolina
$206M -$6.74M -94,018 -3%
Stifel Financial
23
Stifel Financial
Missouri
$194M +$6.59M +91,853 +3%
Mariner
24
Mariner
Kansas
$191M +$8.6M +119,926 +5%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$175M +$8.44M +117,790 +5%