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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
MWPCG
351
Measured Wealth Private Client Group
New Hampshire
$4.03M
WWM
352
Western Wealth Management
Colorado
$3.96M +$697K +10,139 +22%
SFG
353
SevenBridge Financial Group
Pennsylvania
$3.92M +$420K +6,102 +13%
EWM
354
Echo Wealth Management
Minnesota
$3.91M +$899K +13,081 +30%
Capital International Investors
355
Capital International Investors
California
$3.9M +$1.04M +15,150 +37%
RW
356
RVW Wealth
California
$3.86M -$367K -5,340 -9%
PFO
357
Pioneer Family Office
Florida
$3.84M +$3.81M +55,347 New
Pathstone Holdings
358
Pathstone Holdings
New Jersey
$3.82M -$85.5K -1,243 -2%
RA
359
RFG Advisory
Alabama
$3.8M +$171K +2,482 +5%
IA
360
Intellus Advisors
Florida
$3.77M +$93.9K +1,366 +3%
CFG
361
Carr Financial Group
Massachusetts
$3.77M +$1.46M +21,271 +64%
CFD
362
Creative Financial Designs
Indiana
$3.74M +$80.9K +1,177 +2%
HR
363
Howe & Rusling
New York
$3.71M -$20.8K -302 -0.6%
FAL
364
Focused Alpha LLC
Colorado
$3.7M +$3.66M +53,274 New
FPAS
365
Focus Partners Advisor Solutions
Missouri
$3.69M +$2.81M +40,806 +332%
Brown Advisory
366
Brown Advisory
Maryland
$3.67M +$73.8K +1,073 +2%
RMC
367
Ring Mountain Capital
California
$3.66M -$48.9K -711 -1%
DAM
368
Directional Asset Management
Illinois
$3.63M +$3.6M +52,291 New
PCA
369
Prosperity Capital Advisors
Ohio
$3.62M +$612K +8,895 +21%
RWM
370
Riverbend Wealth Management
South Carolina
$3.6M +$67.2K +977 +2%
LWA
371
Lantern Wealth Advisors
New York
$3.6M -$135K -1,957 -4%
GPA
372
Guidance Point Advisors
Massachusetts
$3.56M -$92.8K -1,349 -3%
IP
373
Indivisible Partners
Florida
$3.56M +$3.53M +51,343 New
Bank of Montreal
374
Bank of Montreal
Ontario, Canada
$3.55M +$52.7K +766 +2%
VT
375
Vise Technologies
New York
$3.52M +$1.94M +28,281 +127%