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iShares Core Dividend Growth ETF

1,146 hedge funds and large institutions have $17.8B invested in iShares Core Dividend Growth ETF in 2025 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 520 increasing their positions, 343 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.58% more ownership

Funds ownership: 54.93%55.51% (+0.58%)

5% less capital invested

Capital invested by funds: $18.7B → $17.8B (-$932M)

8% less funds holding in top 10

Funds holding in top 10: 114105 (-9)

Holders
1,146
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
105
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$103M
Puts
$1.73M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
226
Valmark Advisers
Ohio
$7.24M
LWA
227
Lineweaver Wealth Advisors
Ohio
$7.19M
DADC
228
D.A. Davidson & Co
Montana
$7.18M
AIM
229
Alhambra Investment Management
Florida
$7.1M
SFPG
230
Stonebridge Financial Planning Group
Florida
$7.03M
SWA
231
Stratos Wealth Advisors
Ohio
$7.01M
HFRG
232
Houlihan Financial Resource Group
Virginia
$6.88M
JWWM
233
Johnson & White Wealth Management
Pennsylvania
$6.84M
IIC
234
Integrated Investment Consultants
Michigan
$6.83M
CWM
235
Connecticut Wealth Management
Connecticut
$6.79M
FA
236
Fiduciary Alliance
South Carolina
$6.72M
QCIG
237
Quad-Cities Investment Group
Iowa
$6.69M
AWMG
238
ADG Wealth Management Group
Louisiana
$6.68M
HC
239
Hoese & Co
Minnesota
$6.64M
HSWM
240
Hubbell Strickland Wealth Management
Louisiana
$6.63M
LP
241
LGL Partners
Pennsylvania
$6.59M
WA
242
WBH Advisory
Maryland
$6.59M
AGP
243
Autumn Glory Partners
Texas
$6.55M
Thrivent Financial for Lutherans
244
Thrivent Financial for Lutherans
Minnesota
$6.48M
GL
245
Graypoint LLC
New York
$6.47M
PFA
246
Professional Financial Advisors
Nebraska
$6.4M
MOS
247
MGO One Seven
Ohio
$6.35M
PCM
248
Parsons Capital Management
Rhode Island
$6.2M
EWA
249
EP Wealth Advisors
California
$6.16M
SC
250
SouthState Corp
Florida
$6.13M