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iShares Core Dividend Growth ETF

1,144 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, 519 increasing their positions, 342 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%55.5% (+0.58%)

5% less capital invested

Capital invested by funds: $18.7B → $17.8B (-$934M)

8% less funds holding in top 10

Funds holding in top 10: 114105 (-9)

Holders
1,144
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
AWM
26
Avior Wealth Management
Nebraska
$114M
FCAS
27
First Command Advisory Services
Texas
$97.5M
SAF
28
Smith Anglin Financial
Texas
$93.8M
NFC
29
Northeast Financial Consultants
Connecticut
$93.4M
TPCW
30
TD Private Client Wealth
New York
$83.5M
PMG
31
ProVise Management Group
Florida
$83.5M
SWA
32
Strategies Wealth Advisors
Michigan
$79.5M
PAG
33
Private Advisor Group
New Jersey
$77.7M
GWA
34
Gratus Wealth Advisors
Virginia
$77.5M
LNB
35
Ledyard National Bank
$72.2M
Osaic Holdings
36
Osaic Holdings
Arizona
$71.3M
Bank of New York Mellon
37
Bank of New York Mellon
New York
$70.3M
SSWG
38
Seven Springs Wealth Group
Tennessee
$69.4M
HI
39
Horizon Investments
North Carolina
$65.5M
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$64M
VAS
41
Vestmark Advisory Solutions
Massachusetts
$63M
FBFS
42
First Business Financial Services
Wisconsin
$59.9M
Baird Financial Group
43
Baird Financial Group
Wisconsin
$59.4M
AT
44
American Trust
Kentucky
$58.7M
CWS
45
Confluence Wealth Services
Pennsylvania
$57.1M
SPC
46
Sigma Planning Corp
Michigan
$50.6M
SFG
47
Stonebridge Financial Group
Pennsylvania
$49.6M
NA
48
NewEdge Advisors
Louisiana
$46.4M
JWCA
49
J.W. Cole Advisors
Florida
$44.7M
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$43.9M