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iShares Core Dividend Growth ETF

1,146 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 112 funds opening new positions, 520 increasing their positions, 343 reducing their positions, and 62 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:

0.58% more ownership

Funds ownership: 54.93%55.51% (+0.58%)

5% less capital invested

Capital invested by funds: $18.7B → $17.8B (-$932M)

8% less funds holding in top 10

Funds holding in top 10: 114105 (-9)

Holders
1,146
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
105
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
SCA
351
Snowden Capital Advisors
New York
$2.84M
NSB
352
Norway Savings Bank
Maine
$2.81M
1WA
353
180 Wealth Advisors
Washington
$2.8M
WWM
354
Western Wealth Management
Colorado
$2.77M
FWA
355
FSC Wealth Advisors
New York
$2.76M
CCWA
356
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.73M
EWM
357
Echo Wealth Management
Minnesota
$2.73M
MWS
358
MFA Wealth Services
California
$2.69M
SPC
359
Spirepoint Private Client
Florida
$2.63M
BPA
360
Beacon Pointe Advisors
California
$2.63M
PIA
361
Perennial Investment Advisors
California
$2.61M
AC
362
AlphaCore Capital
California
$2.61M
AWP
363
Accretive Wealth Partners
New Jersey
$2.59M
WAG
364
Winthrop Advisory Group
Massachusetts
$2.57M
LWL
365
Leo Wealth LLC
Texas
$2.57M
MWM
366
Mission Wealth Management
California
$2.57M
HBW
367
Hazlett, Burt & Watson
West Virginia
$2.56M
SFG
368
SevenBridge Financial Group
Pennsylvania
$2.54M
KIA
369
KCM Investment Advisors
California
$2.53M
GA
370
GSG Advisors
New Jersey
$2.52M
EWM
371
Endowment Wealth Management
Wisconsin
$2.51M
4WM
372
4J Wealth Management
Virginia
$2.48M
SWP
373
Summit Wealth Partners
Florida
$2.46M
BF
374
Bonfire Financial
Colorado
$2.46M
JC
375
JB Capital
Connecticut
$2.44M