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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
KFA
526
Kapstone Financial Advisors
Ohio
$1.64M
I
527
INVST
Indiana
$1.63M -$492K -7,154 -23%
Financial Engines Advisors
528
Financial Engines Advisors
California
$1.63M -$99.2K -1,442 -6%
FHC
529
First Heartland Consultants
Missouri
$1.6M -$2.68K -39 -0.2%
GT
530
Glenmede Trust
Pennsylvania
$1.59M +$1.58M +22,941 New
PHWM
531
Pine Harbor Wealth Management
Maryland
$1.58M -$1.44K -21 -0.1%
FG
532
Fiduciary Group
Georgia
$1.57M -$12.7K -185 -0.8%
SEIA
533
Signature Estate & Investment Advisors
California
$1.57M +$445K +6,470 +40%
VVP
534
Venture Visionary Partners
Ohio
$1.56M +$534K +7,768 +53%
JIC
535
Joel Isaacson & Co
New York
$1.54M +$9.49K +138 +0.6%
GWM
536
Gilpin Wealth Management
Colorado
$1.52M +$1.51M +21,915 New
MFA
537
Mayflower Financial Advisors
Massachusetts
$1.52M -$24.6K -358 -2%
MWM
538
Mission Wealth Management
California
$1.51M -$90.4K -1,314 -6%
Lido Advisors
539
Lido Advisors
California
$1.5M +$228K +3,314 +18%
PCIA
540
Prime Capital Investment Advisors
Kansas
$1.5M -$5.84K -85 -0.4%
RCA
541
Ranch Capital Advisors
Florida
$1.5M +$82.2K +1,195 +6%
ICM
542
Islay Capital Management
Texas
$1.48M -$398K -5,788 -21%
ISFAN
543
Investor's Fiduciary Advisor Network
Washington
$1.48M +$111K +1,607 +8%
BFP
544
Beacon Financial Planning
Massachusetts
$1.48M +$124K +1,809 +9%
BC
545
Brio Consultants
California
$1.46M -$12.8K -186 -0.9%
EB
546
Eastern Bank
Massachusetts
$1.46M -$3.78K -55 -0.3%
OAM
547
Occidental Asset Management
California
$1.45M -$5.36K -78 -0.4%
SAW
548
Signal Advisors Wealth
Michigan
$1.45M +$259K +3,766 +22%
EF
549
Elite Financial
Idaho
$1.45M
PCA
550
Pallas Capital Advisors
Massachusetts
$1.43M +$635K +9,241 +82%