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iShares Core Dividend Growth ETF

1,292 hedge funds and large institutions have $21.5B invested in iShares Core Dividend Growth ETF in 2026 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 564 increasing their positions, 409 reducing their positions, and 52 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:

5% more capital invested

Capital invested by funds: $20.5B → $21.5B (+$977M)

0.18% more ownership

Funds ownership: 57.2%57.39% (+0.18%)

6% less funds holding in top 10

Funds holding in top 10: 132124 (-8)

Holders
1,292
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
124
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$129M
Puts
$16.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEP
451
Southland Equity Partners
Missouri
$2.29M
CAM
452
Clarity Asset Management
Iowa
$2.28M
SWA
453
Sterling Wealth Advisors
Florida
$2.26M
GCM
454
Gallacher Capital Management
Colorado
$2.26M
WA
455
Westfuller Advisors
New York
$2.25M
AL
456
Aspiriant LLC
California
$2.22M
BFP
457
Beacon Financial Planning
Massachusetts
$2.2M
FWM
458
Fingerlakes Wealth Management
New York
$2.19M
CA
459
Crewe Advisors
Utah
$2.18M
RPGK
460
Retirement Planning Group (Kansas)
Kansas
$2.18M
MCM
461
MidAtlantic Capital Management
Virginia
$2.18M
PRTG
462
Post Resch Tallon Group
New York
$2.16M
SIC
463
Sterling Investment Counsel
New York
$2.15M
SFG
464
Sowa Financial Group
Rhode Island
$2.15M
OCM
465
Objective Capital Management
Ohio
$2.15M
SWM
466
Selby Wealth Management
California
$2.14M
BIP
467
Bouvel Investment Partners
Pennsylvania
$2.14M
GWMIA
468
Global Wealth Management Investment Advisory
Florida
$2.14M
CWP
469
Curated Wealth Partners
California
$2.14M
AFP
470
ATX Financial Planning
Texas
$2.13M
LI
471
LMCG Investments
Massachusetts
$2.13M
AWMG
472
Alliance Wealth Management Group
New Jersey
$2.12M
KMWM
473
Keudell/Morrison Wealth Management
Oregon
$2.11M
AFG
474
Atomi Financial Group
New York
$2.1M
CWM
475
Centurion Wealth Management
Virginia
$2.09M