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iShares Core Dividend Growth ETF

1,155 hedge funds and large institutions have $19B invested in iShares Core Dividend Growth ETF in 2025 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 486 increasing their positions, 387 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$107M
Puts
$1.65M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$6.58M
US Bancorp
252
US Bancorp
Minnesota
$6.43M
SFA
253
Sequoia Financial Advisors
Ohio
$6.41M
RFM
254
Royal Fund Management
Florida
$6.37M
SMC
255
Smith, Moore & Co
Missouri
$6.24M
GWM
256
Geneos Wealth Management
Colorado
$6.23M
PS
257
Principal Securities
Iowa
$6.13M
SSWM
258
Sheets Smith Wealth Management
North Carolina
$6.1M
MCCA
259
Mill Creek Capital Advisors
Pennsylvania
$6.09M
AC
260
AlphaCore Capital
California
$6.09M
HI
261
Harbour Investments
Wisconsin
$6M
LFG
262
Larson Financial Group
Missouri
$5.95M
CFP
263
Cascade Financial Partners
California
$5.89M
UCFA
264
United Capital Financial Advisors
Texas
$5.85M
LBC
265
Leigh Baldwin & Co
New York
$5.81M
CPIA
266
Cornell Pochily Investment Advisors
New York
$5.8M
VWA
267
Visionary Wealth Advisors
Illinois
$5.79M
TF
268
TME Financial
California
$5.77M
TCM
269
Towercrest Capital Management
Pennsylvania
$5.68M
CAMV
270
Concord Asset Management (Virginia)
Virginia
$5.64M
William Blair & Company
271
William Blair & Company
Illinois
$5.63M
LA
272
LexAurum Advisors
Kansas
$5.62M
JWM
273
JPL Wealth Management
Colorado
$5.56M
AAS
274
Ameritas Advisory Services
Nebraska
$5.49M
MSA
275
Marino Stram & Associates
Massachusetts
$5.47M