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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
EF
501
Empowered Funds
Pennsylvania
$1.81M +$1.79M +26,086 New
FB
502
First Bancorp
Maine
$1.8M -$14.4K -209 -0.8%
KMWM
503
Keudell/Morrison Wealth Management
Oregon
$1.8M +$1.78M +25,924 New
EWA
504
Exencial Wealth Advisors
Oklahoma
$1.8M +$41.2K +599 +2%
UWM
505
USAdvisors Wealth Management
Minnesota
$1.79M +$8.87K +129 +0.5%
GWMIA
506
Global Wealth Management Investment Advisory
Florida
$1.79M +$113K +1,650 +7%
AIM
507
Anchor Investment Management
South Carolina
$1.75M -$49K -713 -3%
FNT
508
First National Trust
Pennsylvania
$1.75M +$512K +7,442 +42%
BWA
509
Beam Wealth Advisors
Louisiana
$1.74M -$47.7K -694 -3%
IA
510
Insight Advisors
Pennsylvania
$1.73M -$86.9K -1,264 -5%
CCFM
511
Clear Creek Financial Management
Washington
$1.72M +$54.8K +797 +3%
BIA
512
Biondo Investment Advisors
Pennsylvania
$1.72M +$65.7K +955 +4%
ECM
513
Evergreen Capital Management
Washington
$1.71M -$70.2K -1,021 -4%
HAC
514
Harbor Advisory Corp
New Hampshire
$1.7M -$429K -6,238 -20%
RBFC
515
Roman Butler Fullerton & Co
Missouri
$1.69M +$8.39K +122 +0.5%
PA
516
PFG Advisors
Arizona
$1.69M +$47.4K +689 +3%
BMCM
517
Bryn Mawr Capital Management
Pennsylvania
$1.68M +$169K +2,463 +11%
RC
518
Rovin Capital
Arizona
$1.68M +$65K +945 +4%
NA
519
Nottingham Advisors
New York
$1.67M
BCM
520
Brookstone Capital Management
Illinois
$1.67M +$64.2K +934 +4%
PIMG
521
Patriot Investment Management Group
Tennessee
$1.67M +$39.3K +572 +2%
MMM
522
Mendel Money Management
Illinois
$1.66M -$125K -1,823 -7%
CIM
523
Cambria Investment Management
California
$1.66M +$1.64M +23,873 New
GWM
524
GSB Wealth Management
Connecticut
$1.64M -$64.4K -937 -4%
LWA
525
Legacy Wealth Advisors
Florida
$1.64M +$1.62M +23,617 New