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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
FFS
426
Flavin Financial Services
Florida
$2.73M +$297K +4,315 +12%
KIA
427
KCM Investment Advisors
California
$2.71M
SWP
428
Summit Wealth Partners
Florida
$2.7M +$14.6K +213 +0.6%
1WA
429
180 Wealth Advisors
Washington
$2.66M -$184K -2,672 -7%
BF
430
Bonfire Financial
Colorado
$2.66M -$6.95K -101 -0.3%
WWA
431
WCG Wealth Advisors
Nevada
$2.62M +$363K +5,277 +16%
FWM
432
Forza Wealth Management
Florida
$2.62M
HBW
433
Hazlett, Burt & Watson
West Virginia
$2.6M -$191K -2,777 -7%
WPC
434
Wedmont Private Capital
Pennsylvania
$2.6M +$532K +7,739 +26%
4WM
435
4J Wealth Management
Virginia
$2.55M -$54.3K -789 -2%
WANY
436
Wealthspire Advisors (New York)
New York
$2.53M +$93.1K +1,354 +4%
B
437
Bailard
California
$2.48M +$86.1K +1,252 +4%
AWM
438
Axxcess Wealth Management
California
$2.48M +$464K +6,745 +23%
CAG
439
Centerpoint Advisory Group
Kansas
$2.45M +$10.5K +153 +0.4%
KA
440
Kovack Advisors
Florida
$2.44M +$2.42M +35,215 New
Neuberger Berman Group
441
Neuberger Berman Group
New York
$2.43M -$190K -2,770 -7%
Vanguard Group
442
Vanguard Group
Pennsylvania
$2.42M -$7.43K -108 -0.3%
PA
443
Probity Advisors
Texas
$2.41M -$145K -2,110 -6%
Thrivent Financial for Lutherans
444
Thrivent Financial for Lutherans
Minnesota
$2.4M -$1.88M -27,411 -44%
AA
445
Advisory Alpha
Michigan
$2.38M +$80.6K +1,172 +4%
RPGK
446
Retirement Planning Group (Kansas)
Kansas
$2.37M +$129K +1,883 +6%
OCM
447
Objective Capital Management
Ohio
$2.34M +$11.6K +168 +0.5%
SEP
448
Southland Equity Partners
Missouri
$2.34M -$43.1K -627 -2%
WA
449
Westfuller Advisors
New York
$2.33M +$14.8K +215 +0.6%
FI
450
Financial Insights
Washington
$2.32M -$47.4K -690 -2%