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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
OCM
401
Objective Capital Management
Ohio
$2.13M
SAM
402
Smartleaf Asset Management
Massachusetts
$2.13M
WA
403
Westfuller Advisors
New York
$2.12M
TCM
404
TD Capital Management
Tennessee
$2.12M
AWM
405
AE Wealth Management
Kansas
$2.11M
AA
406
Advisory Alpha
Michigan
$2.11M
BWA
407
Beam Wealth Advisors
Louisiana
$2.1M
DWM
408
Drive Wealth Management
Utah
$2.1M
WANY
409
Wealthspire Advisors (New York)
New York
$2.09M
CWP
410
Curated Wealth Partners
California
$2.04M
SS
411
Sound Stewardship
Kansas
$2.04M
CV
412
Counterweight Ventures
North Carolina
$2.04M
SFG
413
Sowa Financial Group
Rhode Island
$2.03M
MFG
414
Magnus Financial Group
New York
$2.02M
SWA
415
Sterling Wealth Advisors
Florida
$2M
CA
416
CoreCap Advisors
Michigan
$1.99M
PRTG
417
Post Resch Tallon Group
New York
$1.94M
MCM
418
MidAtlantic Capital Management
Virginia
$1.93M
WN
419
Williams & Novak
California
$1.93M
CWM
420
Centurion Wealth Management
Virginia
$1.92M
SC
421
Scotia Capital
Ontario, Canada
$1.92M
MCWS
422
McKinley Carter Wealth Services
West Virginia
$1.91M
GC
423
Grimes & Company
Massachusetts
$1.85M
Q1WB
424
Quest 10 Wealth Builders
Virginia
$1.85M
RA
425
Rodgers & Associates
Pennsylvania
$1.85M