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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
TCBWMS
376
Texas Capital Bank Wealth Management Services
Texas
$3.51M +$3.08M +44,727 +762%
VR
377
Vision Retirement
New Jersey
$3.5M +$3.46M +50,370 New
JC
378
JB Capital
Connecticut
$3.47M +$276K +4,015 +9%
PFA
379
Perryman Financial Advisory
Texas
$3.43M +$3.4M +49,394 New
QCM
380
Quantinno Capital Management
New York
$3.42M -$681K -9,898 -17%
IFG
381
Independent Financial Group
California
$3.41M +$241K +3,499 +8%
FA
382
Fermata Advisors
California
$3.41M -$130K -1,884 -4%
FHA
383
Flagship Harbor Advisors
Massachusetts
$3.41M -$83.1K -1,209 -2%
Mirae Asset Global Investments
384
Mirae Asset Global Investments
South Korea
$3.4M -$3.96M -57,600 -54%
NSB
385
Norway Savings Bank
Maine
$3.4M +$89.5K +1,302 +3%
NP
386
NorthRock Partners
Minnesota
$3.38M -$1.34M -19,532 -29%
OSAM
387
O'Shaughnessy Asset Management
Connecticut
$3.37M +$648K +9,425 +24%
KFGK
388
Keystone Financial Group (Kentucky)
Kentucky
$3.37M -$152K -2,211 -4%
AWM
389
AE Wealth Management
Kansas
$3.34M +$1.09M +15,795 +49%
SCA
390
Snowden Capital Advisors
New York
$3.26M +$184K +2,673 +6%
SFC
391
Strategic Financial Concepts
Texas
$3.25M +$1.84M +26,726 +133%
MWM
392
MBE Wealth Management
Wisconsin
$3.24M +$25.5K +371 +0.8%
WCG
393
Weaver Consulting Group
California
$3.24M -$49.9K -725 -2%
WA
394
WBH Advisory
Maryland
$3.23M -$909K -13,225 -22%
CFGA
395
Cambridge Financial Group (Arizona)
Arizona
$3.23M -$316K -4,602 -8%
GC
396
Grimes & Company
Massachusetts
$3.22M +$45.5K +662 +1%
AFP
397
ATX Financial Planning
Texas
$3.2M +$3.17M +46,087 New
OAM
398
Oak Asset Management
California
$3.19M +$24.1K +350 +0.8%
AQR Capital Management
399
AQR Capital Management
Connecticut
$3.18M +$1.39M +20,254 +79%
FFA
400
Farther Finance Advisors
California
$3.16M +$101K +1,465 +3%