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iShares Core Dividend Growth ETF

1,148 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 113 funds opening new positions, 521 increasing their positions, 343 reducing their positions, and 61 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:

0.72% more ownership

Funds ownership: 54.93%55.65% (+0.72%)

5% less capital invested

Capital invested by funds: $18.7B → $17.8B (-$885M)

7% less funds holding in top 10

Funds holding in top 10: 114106 (-8)

Holders
1,148
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
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
FWCM
526
Ferguson Wellman Capital Management
Oregon
$1.22M
Lido Advisors
527
Lido Advisors
California
$1.22M
EFG
528
Ehrlich Financial Group
California
$1.21M
ESB
529
Essex Savings Bank
Connecticut
$1.2M
SP
530
Sequent Planning
Nebraska
$1.2M
FNT
531
First National Trust
Pennsylvania
$1.2M
NP
532
NorthRock Partners
Minnesota
$1.19M
BSTWA
533
Blake Schutter Theil Wealth Advisors
Ohio
$1.18M
MSAM
534
Moloney Securities Asset Management
Missouri
$1.18M
GMFG
535
Greater Midwest Financial Group
Minnesota
$1.17M
PA
536
Parallel Advisors
California
$1.17M
WGC
537
Watts Gwilliam & Co
Arizona
$1.16M
MT
538
Midwest Trust
Kansas
$1.16M
BFP
539
Beacon Financial Planning
Massachusetts
$1.15M
KHCM
540
Kirtland Hills Capital Management
Ohio
$1.15M
SWM
541
Silverlake Wealth Management
Vermont
$1.14M
PPW
542
Pasadena Private Wealth
California
$1.14M
VNA
543
Valley National Advisers
Pennsylvania
$1.13M
SEIA
544
Signature Estate & Investment Advisors
California
$1.12M
IA
545
IFG Advisory
Georgia
$1.12M
PWMAG
546
Pinnacle Wealth Management Advisory Group
New Jersey
$1.12M
PTC
547
Private Trust Company
Ohio
$1.12M
VT
548
Vise Technologies
New York
$1.11M
IWA
549
Icon Wealth Advisors
Texas
$1.11M
BL
550
Balentine LLC
Georgia
$1.11M