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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
NCM
426
Northside Capital Management
Oregon
$1.84M
RA
427
Ruggaard & Associates
Ohio
$1.82M
PA
428
Probity Advisors
Texas
$1.8M
GCM
429
Gallacher Capital Management
Colorado
$1.8M
GCL
430
Gouws Capital LLC
North Carolina
$1.78M
APA
431
Astoria Portfolio Advisors
New York
$1.76M
OSAM
432
O'Shaughnessy Asset Management
Connecticut
$1.75M
CW
433
CreativeOne Wealth
Kansas
$1.75M
LI
434
LMCG Investments
Massachusetts
$1.75M
SG
435
StoneX Group
New York
$1.74M
BMCM
436
Bryn Mawr Capital Management
Pennsylvania
$1.74M
KMWM
437
Keudell/Morrison Wealth Management
Oregon
$1.74M
CAC
438
Certified Advisory Corp
Florida
$1.73M
SWP
439
ShoreHaven Wealth Partners
New Jersey
$1.73M
BI
440
Beckerman Institutional
New Jersey
$1.7M
MMM
441
Mendel Money Management
Illinois
$1.7M
CA
442
Crewe Advisors
Utah
$1.7M
AWM
443
Apollon Wealth Management
South Carolina
$1.7M
EPA
444
Element Pointe Advisors
Florida
$1.69M
CFG
445
Carr Financial Group
Massachusetts
$1.69M
MWA
446
Merkkuri Wealth Advisors
New York
$1.68M
TL
447
Tradewinds LLC
North Carolina
$1.68M
WPP
448
Whalerock Point Partners
Rhode Island
$1.68M
AIM
449
Anchor Investment Management
South Carolina
$1.67M
EB
450
Eastern Bank
Massachusetts
$1.67M