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iShares Core Dividend Growth ETF

1,146 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 112 funds opening new positions, 520 increasing their positions, 343 reducing their positions, and 62 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:

0.58% more ownership

Funds ownership: 54.93%55.51% (+0.58%)

5% less capital invested

Capital invested by funds: $18.7B → $17.8B (-$932M)

8% less funds holding in top 10

Funds holding in top 10: 114105 (-9)

Holders
1,146
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
105
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
LT
576
Legacy Trust
Michigan
$959K
OWA
577
Opal Wealth Advisors
New York
$954K
BCA
578
Bay Colony Advisors
Massachusetts
$950K
HI
579
Human Investing
Oregon
$947K
MF
580
Montis Financial
Massachusetts
$946K
MWM
581
Modern Wealth Management
Kansas
$940K
CWP
582
Cyndeo Wealth Partners
Florida
$938K
VFA
583
Valeo Financial Advisors
Indiana
$937K
PFT
584
Providence First Trust
Arizona
$935K
RFN
585
RDA Financial Network
Iowa
$935K
OFG
586
Oxford Financial Group
Indiana
$935K
BCWM
587
Bartlett & Co Wealth Management
Ohio
$928K
SFO
588
Stokes Family Office
Louisiana
$918K
WIP
589
WealthCare Investment Partners
Rhode Island
$915K
CWM
590
Crowley Wealth Management
Delaware
$911K
FCH
591
Freestone Capital Holdings
Washington
$907K
FPW
592
Fairvoy Private Wealth
Alabama
$907K
PWH
593
Priebe Wealth Holdings
Minnesota
$903K
AFAS
594
Acorn Financial Advisory Services
Virginia
$878K
IAG
595
Investment Advisory Group
Massachusetts
$876K
MAM
596
MWA Asset Management
Massachusetts
$875K
BCM
597
Brasada Capital Management
Texas
$873K
PB
598
Pinnacle Bancorp
Nebraska
$872K
QPWM
599
Quadrant Private Wealth Management
Pennsylvania
$871K
WF
600
Warner Financial
Maryland
$867K