We are live on ! Find out more
DGRO icon

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
RSS
401
Rosenblum Silverman Sutton
California
$3.14M -$129K -1,875 -4%
OBWA
402
Oak Barrel Wealth Advisory
Virginia
$3.11M +$3.08M +44,781 New
SPC
403
Spirepoint Private Client
Florida
$3.08M +$186K +2,700 +6%
SAM
404
Smartleaf Asset Management
Massachusetts
$3.06M +$314K +4,568 +12%
PFPG
405
Pinnacle Financial Partners (Georgia)
Georgia
$3.01M +$2.98M +43,405 New
GWMR
406
GC Wealth Management RIA
Massachusetts
$3M -$2.07M -30,171 -41%
FWA
407
FSC Wealth Advisors
New York
$3M
BBHC
408
Brown Brothers Harriman & Co
New York
$2.91M
LWL
409
Leo Wealth LLC
Texas
$2.86M +$2.61M +38,012 +1,180%
WAG
410
Winthrop Advisory Group
Massachusetts
$2.86M +$40.8K +593 +1%
PIA
411
Perennial Investment Advisors
California
$2.86M -$166K -2,413 -6%
TVAMP
412
Tennessee Valley Asset Management Partners
Tennessee
$2.84M +$35.7K +519 +1%
KBFS
413
Kohmann Bosshard Financial Services
Ohio
$2.84M -$4.95K -72 -0.2%
VA
414
VestGen Advisors
Illinois
$2.83M -$76K -1,106 -3%
OBWG
415
Onyx Bridge Wealth Group
New York
$2.83M -$402K -5,853 -13%
DWM
416
Diversify Wealth Management
Utah
$2.82M +$2.73M +39,723 New
CD
417
Capital Developers
North Carolina
$2.8M +$2.77M +40,318 New
CIBC World Market
418
CIBC World Market
Ontario, Canada
$2.79M +$83.7K +1,217 +3%
MWS
419
MFA Wealth Services
California
$2.79M -$75.5K -1,098 -3%
O3W
420
Omni 360 Wealth
New Jersey
$2.76M +$157K +2,288 +6%
CCWA
421
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.76M -$156K -2,275 -5%
MMPW
422
Mitchell McLeod Pugh & Williams
Alabama
$2.76M
GA
423
GSG Advisors
New Jersey
$2.75M +$9.63K +140 +0.4%
AMG
424
APS Management Group
California
$2.75M -$51.7K -752 -2%
RCWM
425
Red Crane Wealth Management
California
$2.73M +$37.6K +547 +1%