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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
IA
551
IFG Advisory
Georgia
$1.42M +$124K +1,801 +10%
CFS
552
CRA Financial Services
New Jersey
$1.42M -$52.5K -764 -4%
SFSG
553
Sound Financial Strategies Group
Mississippi
$1.41M +$60.7K +883 +5%
ML
554
MLP3 LLC
New Jersey
$1.39M +$1.38M +20,069 New
RWP
555
RWA Wealth Partners
Massachusetts
$1.39M -$227K -3,308 -14%
AA
556
Ancora Advisors
Ohio
$1.39M +$536K +7,791 +64%
DRP
557
Decker Retirement Planning
Utah
$1.38M +$80K +1,163 +6%
OFG
558
Opulen Financial Group
Virginia
$1.38M +$9.35K +136 +0.7%
HP
559
Holistic Planning
Texas
$1.37M -$61.4K -893 -4%
AAS
560
Ameritas Advisory Services
Nebraska
$1.36M -$4.19M -60,972 -76%
KHCM
561
Kirtland Hills Capital Management
Ohio
$1.36M
IWA
562
Icon Wealth Advisors
Texas
$1.36M -$19.6K -285 -1%
TFA
563
Teamwork Financial Advisors
Texas
$1.35M +$214K +3,112 +19%
QPWM
564
Quadrant Private Wealth Management
Pennsylvania
$1.35M +$283K +4,120 +27%
NCM
565
NCM Capital Management
New Jersey
$1.34M +$4.06K +59 +0.3%
HNWAG
566
High Net Worth Advisory Group
Florida
$1.33M
FWCM
567
Ferguson Wellman Capital Management
Oregon
$1.33M -$7.84K -114 -0.6%
SFWA
568
Summit Financial Wealth Advisors
Louisiana
$1.32M +$1.24K +18 +0.1%
MTC
569
Matrix Trust Company
Colorado
$1.32M +$1.31M +18,984 New
CA
570
Claro Advisors
Massachusetts
$1.31M +$276K +4,015 +27%
ESB
571
Essex Savings Bank
Connecticut
$1.31M
VNA
572
Valley National Advisers
Pennsylvania
$1.29M +$16.7K +243 +1%
AFP
573
Ausdal Financial Partners
Iowa
$1.29M +$3.78K +55 +0.3%
NL
574
NWAM LLC
Washington
$1.28M +$344 +5 +0%
PA
575
Parallel Advisors
California
$1.27M +$23.5K +342 +2%