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iShares Core Dividend Growth ETF

1,137 hedge funds and large institutions have $17.7B invested in iShares Core Dividend Growth ETF in 2025 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 515 increasing their positions, 341 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,137
Holders Change
+29
Holders Change %
+2.62%
% of All Funds
15.25%
Holding in Top 10
105
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-7.89%
% of All Funds
1.41%
New
111
Increased
515
Reduced
341
Closed
61
Calls
$103M
Puts
$1.73M
Net Calls
+$101M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
326
Centricity Wealth Management
Ohio
$3.42M +$552K +8,639 +19%
VCA
327
Verdence Capital Advisors
Maryland
$3.4M +$364K +5,694 +12%
IA
328
Intellus Advisors
Florida
$3.38M +$68.8K +1,076 +2%
GPA
329
Guidance Point Advisors
Massachusetts
$3.37M +$17.2K +269 +0.5%
RMC
330
Ring Mountain Capital
California
$3.37M +$38.3K +592 +1%
MAMG
331
Milestone Asset Management Group
Connecticut
$3.34M +$199K +3,119 +6%
PA
332
Prism Advisors
California
$3.33M +$64 +1 +0%
RWM
333
Riverbend Wealth Management
South Carolina
$3.3M +$25.5K +399 +0.8%
GC
334
Guidance Capital
Kentucky
$3.3M +$664K +10,358 +25%
Brown Advisory
335
Brown Advisory
Maryland
$3.29M +$42.5K +665 +1%
KFGK
336
Keystone Financial Group (Kentucky)
Kentucky
$3.24M -$124K -1,935 -4%
MWM
337
MBE Wealth Management
Wisconsin
$3.19M -$70.4K -1,101 -2%
GFG
338
Goldstone Financial Group
Illinois
$3.18M +$244K +3,734 +8%
BEI
339
Benjamin Edwards Inc
Missouri
$3.16M +$150K +2,343 +5%
Bank of Montreal
340
Bank of Montreal
Ontario, Canada
$3.09M +$635K +9,936 +26%
CFD
341
Creative Financial Designs
Indiana
$3.09M +$175K +2,735 +6%
TPWM
342
Twelve Points Wealth Management
Massachusetts
$3.08M +$139K +2,172 +5%
WCG
343
Weaver Consulting Group
California
$3.03M -$75.4K -1,179 -2%
RSS
344
Rosenblum Silverman Sutton
California
$3.01M +$3.65K +57 +0.1%
FHA
345
Flagship Harbor Advisors
Massachusetts
$3M -$66.8K -1,045 -2%
KWA
346
Kingswood Wealth Advisors
California
$2.92M +$876K +13,699 +43%
OAM
347
Oak Asset Management
California
$2.87M +$18.5K +290 +0.7%
SF
348
Synovus Financial
Georgia
$2.85M +$22K +344 +0.8%
SCA
349
Snowden Capital Advisors
New York
$2.84M +$248K +3,881 +10%
NSB
350
Norway Savings Bank
Maine
$2.81M +$484K +7,574 +21%