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iShares Core Dividend Growth ETF

1,292 hedge funds and large institutions have $21.5B invested in iShares Core Dividend Growth ETF in 2026 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 564 increasing their positions, 409 reducing their positions, and 52 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:

5% more capital invested

Capital invested by funds: $20.5B → $21.5B (+$977M)

0.18% more ownership

Funds ownership: 57.2%57.39% (+0.18%)

6% less funds holding in top 10

Funds holding in top 10: 132124 (-8)

Holders
1,292
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
124
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$129M
Puts
$16.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Aprio Wealth Management
Georgia
$9.18M
PJWM
227
Philip James Wealth Mangement
Georgia
$9.05M
BWM
228
Bernard Wealth Management
Michigan
$9M
FIA
229
Foundations Investment Advisors
Arizona
$8.78M
CBT
230
Crews Bank & Trust
Florida
$8.75M
SFPG
231
Stonebridge Financial Planning Group
Florida
$8.74M
MF
232
Meridian Financial
Massachusetts
$8.66M
RFM
233
Royal Fund Management
Florida
$8.65M
YWS
234
Yarger Wealth Strategies
Ohio
$8.58M
Citadel Advisors
235
Citadel Advisors
Florida
$8.58M
SS
236
Sunbelt Securities
Texas
$8.54M
CAM
237
Cresset Asset Management
Illinois
$8.49M
HC
238
Hoese & Co
Minnesota
$8.48M
NP
239
NorthRock Partners
Minnesota
$8.45M
AGA
240
Arkos Global Advisors
Texas
$8.44M
JWWM
241
Johnson & White Wealth Management
Pennsylvania
$8.27M
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$8.23M
MWA
243
Madson Wealth Advisors
California
$8.21M
HAG
244
HighPoint Advisor Group
Illinois
$8.18M
PCM
245
Parsons Capital Management
Rhode Island
$8.17M
WW
246
Wright Wealth
Georgia
$8.15M
SSWM
247
Sheets Smith Wealth Management
North Carolina
$8.15M
AWMG
248
ADG Wealth Management Group
Louisiana
$8.14M
LWA
249
Lineweaver Wealth Advisors
Ohio
$8.12M
CA
250
Crumly & Associates
Illinois
$8.1M