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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
CW
451
CreativeOne Wealth
Kansas
$2.31M +$419K +6,091 +22%
TCM
452
TD Capital Management
Tennessee
$2.28M +$7.36K +107 +0.3%
MGIA
453
Moneta Group Investment Advisors
Missouri
$2.26M +$245K +3,562 +12%
CA
454
CoreCap Advisors
Michigan
$2.24M +$12K +174 +0.5%
Renaissance Technologies
455
Renaissance Technologies
New York
$2.24M -$4.5M -65,400 -67%
GCM
456
Gallacher Capital Management
Colorado
$2.23M +$122K +1,770 +6%
SIC
457
Sterling Investment Counsel
New York
$2.23M -$78.4K -1,140 -3%
CV
458
Counterweight Ventures
North Carolina
$2.19M +$16.5K +240 +0.8%
SFG
459
Sowa Financial Group
Rhode Island
$2.15M -$963 -14 -0%
SWA
460
Sterling Wealth Advisors
Florida
$2.14M
PFGIA
461
Patriot Financial Group Insurance Agency
Massachusetts
$2.14M -$74.3K -1,081 -3%
MCM
462
MidAtlantic Capital Management
Virginia
$2.13M +$41.9K +610 +2%
SWM
463
Selby Wealth Management
California
$2.12M +$2.1M +30,521 New
CWP
464
Curated Wealth Partners
California
$2.11M -$100K -1,460 -5%
PRTG
465
Post Resch Tallon Group
New York
$2.1M -$8.6K -125 -0.4%
LI
466
LMCG Investments
Massachusetts
$2.1M +$75.5K +1,098 +4%
FWM
467
Fingerlakes Wealth Management
New York
$2.1M +$109K +1,586 +6%
AL
468
Aspiriant LLC
California
$2.09M +$1.16M +16,929 +128%
EIP
469
Ellis Investment Partners
Pennsylvania
$2.09M +$649K +9,435 +46%
MCWS
470
McKinley Carter Wealth Services
West Virginia
$2.08M +$4.75K +69 +0.2%
CWM
471
Centurion Wealth Management
Virginia
$2.08M +$34K +495 +2%
AFG
472
Atomi Financial Group
New York
$2.06M +$33.1K +482 +2%
SC
473
Scotia Capital
Ontario, Canada
$2.03M -$36.2K -526 -2%
RA
474
Ruggaard & Associates
Ohio
$2.02M -$9.63K -140 -0.5%
EWL
475
Emissary Wealth LLC
New Jersey
$1.99M +$1.97M +28,718 New