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iShares Core Dividend Growth ETF

1,148 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 113 funds opening new positions, 521 increasing their positions, 343 reducing their positions, and 61 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:

0.72% more ownership

Funds ownership: 54.93%55.65% (+0.72%)

5% less capital invested

Capital invested by funds: $18.7B → $17.8B (-$885M)

7% less funds holding in top 10

Funds holding in top 10: 114106 (-8)

Holders
1,148
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
$103M
Puts
$1.73M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
326
Fermata Advisors
California
$3.47M
CWM
327
Centricity Wealth Management
Ohio
$3.42M
VCA
328
Verdence Capital Advisors
Maryland
$3.4M
IA
329
Intellus Advisors
Florida
$3.38M
GPA
330
Guidance Point Advisors
Massachusetts
$3.37M
RMC
331
Ring Mountain Capital
California
$3.37M
MAMG
332
Milestone Asset Management Group
Connecticut
$3.34M
PA
333
Prism Advisors
California
$3.33M
RWM
334
Riverbend Wealth Management
South Carolina
$3.3M
GC
335
Guidance Capital
Kentucky
$3.3M
Brown Advisory
336
Brown Advisory
Maryland
$3.29M
KFGK
337
Keystone Financial Group (Kentucky)
Kentucky
$3.24M
I
338
INVST
Indiana
$3.2M
MWM
339
MBE Wealth Management
Wisconsin
$3.19M
GFG
340
Goldstone Financial Group
Illinois
$3.18M
BEI
341
Benjamin Edwards Inc
Missouri
$3.16M
Bank of Montreal
342
Bank of Montreal
Ontario, Canada
$3.09M
CFD
343
Creative Financial Designs
Indiana
$3.09M
TPWM
344
Twelve Points Wealth Management
Massachusetts
$3.08M
CFGA
345
Cambridge Financial Group (Arizona)
Arizona
$3.06M
WCG
346
Weaver Consulting Group
California
$3.03M
RSS
347
Rosenblum Silverman Sutton
California
$3.01M
FHA
348
Flagship Harbor Advisors
Massachusetts
$3M
KWA
349
Kingswood Wealth Advisors
California
$2.92M
OAM
350
Oak Asset Management
California
$2.87M