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iShares Core Dividend Growth ETF

1,278 hedge funds and large institutions have $20.5B invested in iShares Core Dividend Growth ETF in 2025 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 522 increasing their positions, 379 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,291% more call options, than puts

Call options by funds: $110M | Put options by funds: $7.91M

237% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 51

38% more repeat investments, than reductions

Existing positions increased: 522 | Existing positions reduced: 379

22% more funds holding in top 10

Funds holding in top 10: 108132 (+24)

8% more funds holding

Funds holding: 1,1781,278 (+100)

8% more capital invested

Capital invested by funds: $19.1B → $20.5B (+$1.44B)

3.32% more ownership

Funds ownership: 53.89%57.2% (+3.3%)

Holders
1,278
Holders Change
+100
Holders Change %
+8.49%
% of All Funds
15.55%
Holding in Top 10
132
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+22.22%
% of All Funds
1.61%
New
172
Increased
522
Reduced
379
Closed
51
Calls
$110M
Puts
$7.91M
Net Calls
+$102M
Net Calls Change
-$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
301
Cascade Financial Partners
California
$5.68M -$325K -4,725 -5%
CPC
302
Cadia Private Client
New Jersey
$5.66M +$5.6M +81,493 New
HI
303
Harbour Investments
Wisconsin
$5.63M -$486K -7,075 -8%
CAMV
304
Concord Asset Management (Virginia)
Virginia
$5.63M -$123K -1,794 -2%
PFG
305
Pacific Financial Group
Washington
$5.63M +$614K +8,923 +12%
JWM
306
JPL Wealth Management
Colorado
$5.57M -$99.8K -1,452 -2%
GI
307
GAMMA Investing
California
$5.55M +$278K +4,044 +5%
NW
308
NewEdge Wealth
Pennsylvania
$5.54M +$550 +8 +0%
SFA
309
Sequoia Financial Advisors
Ohio
$5.54M -$985K -14,321 -15%
VCWM
310
Vista Cima Wealth Management
Arizona
$5.52M +$221K +3,215 +4%
FFA
311
First Foundation Advisors
California
$5.49M +$982K +14,283 +22%
HIA
312
Harbor Investment Advisory
Maryland
$5.49M +$661K +9,617 +14%
MMA
313
Miracle Mile Advisors
California
$5.33M +$124K +1,803 +2%
GEA
314
Glen Eagle Advisors
New Jersey
$5.3M -$185K -2,688 -3%
AWA
315
Arete Wealth Advisors
Illinois
$5.29M +$232K +3,368 +5%
RTL
316
Red Tortoise LLC
Georgia
$5.24M +$30.3K +441 +0.6%
SWMG
317
Stillwater Wealth Management Group
Florida
$5.16M +$237K +3,445 +5%
FFS
318
Founders Financial Securities
Maryland
$5.11M +$633K +9,206 +14%
IWM
319
IHT Wealth Management
Illinois
$5.03M +$265K +3,848 +6%
AWP
320
Accretive Wealth Partners
New Jersey
$5.01M +$445K +6,472 +10%
IA
321
Integrity Alliance
Iowa
$5M +$502K +7,304 +11%
PA
322
Pinnacle Associates
New York
$4.99M -$159K -2,308 -3%
DI
323
DDFG Inc
California
$4.88M +$139K +2,023 +3%
STA
324
Smith Thornton Advisors
Alabama
$4.86M +$38.9K +566 +0.8%
BEI
325
Benjamin Edwards Inc
Missouri
$4.85M +$1.07M +15,608 +29%