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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
SAM
401
Smartleaf Asset Management
Massachusetts
$2.13M
WA
402
Westfuller Advisors
New York
$2.12M
TCM
403
TD Capital Management
Tennessee
$2.12M
AWM
404
AE Wealth Management
Kansas
$2.11M
AA
405
Advisory Alpha
Michigan
$2.11M
BWA
406
Beam Wealth Advisors
Louisiana
$2.1M
DWM
407
Drive Wealth Management
Utah
$2.1M
WANY
408
Wealthspire Advisors (New York)
New York
$2.09M
CWP
409
Curated Wealth Partners
California
$2.04M
SS
410
Sound Stewardship
Kansas
$2.04M
CV
411
Counterweight Ventures
North Carolina
$2.04M
SFG
412
Sowa Financial Group
Rhode Island
$2.03M
MFG
413
Magnus Financial Group
New York
$2.02M
SWA
414
Sterling Wealth Advisors
Florida
$2M
CA
415
CoreCap Advisors
Michigan
$1.99M
PRTG
416
Post Resch Tallon Group
New York
$1.94M
MCM
417
MidAtlantic Capital Management
Virginia
$1.93M
WN
418
Williams & Novak
California
$1.93M
CWM
419
Centurion Wealth Management
Virginia
$1.92M
SC
420
Scotia Capital
Ontario, Canada
$1.92M
MCWS
421
McKinley Carter Wealth Services
West Virginia
$1.91M
GC
422
Grimes & Company
Massachusetts
$1.85M
Q1WB
423
Quest 10 Wealth Builders
Virginia
$1.85M
RA
424
Rodgers & Associates
Pennsylvania
$1.85M
AFG
425
Atomi Financial Group
New York
$1.84M