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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
GVAG
326
Great Valley Advisor Group
Delaware
$4.85M +$40.8K +594 +0.9%
FP
327
Financial Perspectives
Minnesota
$4.82M +$253K +3,682 +6%
SIC
328
Samalin Investment Counsel
New York
$4.78M +$225K +3,271 +5%
VFPW
329
Vantage Financial Partners (Wisconsin)
Wisconsin
$4.7M +$228K +3,317 +5%
TP
330
Tranquility Partners
Tennessee
$4.67M -$64.7K -941 -1%
EWM
331
Endowment Wealth Management
Wisconsin
$4.59M +$1.53M +22,235 +51%
GWANC
332
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.55M +$174K +2,528 +4%
CCC
333
Compass Capital Corp
Massachusetts
$4.44M +$4.12M +59,955 New
CPIG
334
Chicago Partners Investment Group
Illinois
$4.4M +$605K +8,799 +17%
LIP
335
Lynch Investment Planning
Pennsylvania
$4.37M +$4.33M +62,953 New
GFG
336
Goldstone Financial Group
Illinois
$4.36M +$206K +3,002 +5%
FLI
337
Family Legacy Inc
South Carolina
$4.36M +$55.2K +803 +1%
DAS
338
Diversify Advisory Services
Utah
$4.35M -$81.8K -1,189 -2%
AIA
339
AssuredPartners Investment Advisors
Florida
$4.32M +$3.55M +51,689 +493%
CA
340
Calton & Associates
Florida
$4.31M +$1.51K +22 +0%
TAM
341
Titleist Asset Management
Texas
$4.28M +$2.9M +42,122 +215%
Allspring Global Investments
342
Allspring Global Investments
North Carolina
$4.23M +$3.66M +53,297 +755%
IWB
343
Innovative Wealth Building
Maryland
$4.16M +$91.7K +1,334 +2%
VCA
344
Verdence Capital Advisors
Maryland
$4.16M +$140K +2,037 +4%
IA
345
IFP Advisors
Florida
$4.16M -$43.3K -629 -1%
BFA
346
Beacon Financial Advisory
Ohio
$4.13M +$121K +1,761 +3%
MAMG
347
Milestone Asset Management Group
Connecticut
$4.1M +$449K +6,527 +12%
CTC
348
Central Trust Company
Missouri
$4.09M +$11.7K +170 +0.3%
TCMP
349
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.08M -$594K -8,641 -13%
BBWP
350
Beacon Bridge Wealth Partners
Pennsylvania
$4.05M -$451K -6,557 -10%