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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
AAS
576
Ameritas Advisory Services
Nebraska
$962K
LT
577
Legacy Trust
Michigan
$959K
OWA
578
Opal Wealth Advisors
New York
$954K
BCA
579
Bay Colony Advisors
Massachusetts
$950K
HI
580
Human Investing
Oregon
$947K
MF
581
Montis Financial
Massachusetts
$946K
MWM
582
Modern Wealth Management
Kansas
$940K
CWP
583
Cyndeo Wealth Partners
Florida
$938K
VFA
584
Valeo Financial Advisors
Indiana
$937K
PFT
585
Providence First Trust
Arizona
$935K
RFN
586
RDA Financial Network
Iowa
$935K
OFG
587
Oxford Financial Group
Indiana
$935K
BCWM
588
Bartlett & Co Wealth Management
Ohio
$928K
SFO
589
Stokes Family Office
Louisiana
$918K
WIP
590
WealthCare Investment Partners
Rhode Island
$915K
CWM
591
Crowley Wealth Management
Delaware
$911K
FCH
592
Freestone Capital Holdings
Washington
$907K
FPW
593
Fairvoy Private Wealth
Alabama
$907K
PWH
594
Priebe Wealth Holdings
Minnesota
$903K
AFAS
595
Acorn Financial Advisory Services
Virginia
$878K
IAG
596
Investment Advisory Group
Massachusetts
$876K
MAM
597
MWA Asset Management
Massachusetts
$875K
BCM
598
Brasada Capital Management
Texas
$873K
PB
599
Pinnacle Bancorp
Nebraska
$872K
QPWM
600
Quadrant Private Wealth Management
Pennsylvania
$871K