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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
SF
601
Symphony Financial
Texas
$1.15M +$259K +3,762 +30%
CFS
602
CGC Financial Services
Oregon
$1.15M
PAS
603
PKS Advisory Services
New York
$1.15M +$370K +5,379 +48%
IAG
604
Ipsen Advisor Group
Arkansas
$1.14M -$4.47K -65 -0.4%
IPAM
605
Investment Partners Asset Management
New Jersey
$1.14M +$284K +4,134 +34%
MSFS
606
Main Street Financial Solutions
Pennsylvania
$1.13M +$174K +2,537 +18%
LIM
607
Leavell Investment Management
Alabama
$1.13M +$22.3K +325 +2%
VFA
608
Valeo Financial Advisors
Indiana
$1.13M +$138 +2 +0%
EPA
609
Element Pointe Advisors
Florida
$1.12M -$185K -2,690 -14%
CPWL
610
Coquina Private Wealth LLC
Florida
$1.12M +$1.11M +16,076 New
CFS
611
Commonwealth Financial Services
West Virginia
$1.11M +$49.1K +714 +5%
PAG
612
Paladin Advisory Group
Iowa
$1.1M -$18.4K -267 -2%
GM
613
GeoWealth Management
Illinois
$1.09M -$151K -2,201 -12%
SA
614
Sovran Advisors
California
$1.09M -$16K -233 -2%
HH
615
Hilltop Holdings
Texas
$1.08M -$2.57M -37,331 -71%
NFSG
616
Newbridge Financial Services Group
Florida
$1.08M -$649K -9,444 -38%
IIA
617
IPG Investment Advisors
California
$1.08M
ACM
618
Advance Capital Management
Michigan
$1.08M +$120K +1,749 +13%
PTC
619
Private Trust Company
Ohio
$1.07M -$68K -989 -6%
AAP
620
Arax Advisory Partners
Colorado
$1.06M +$1.05M +15,229 New
BOPW
621
Brandywine Oak Private Wealth
Pennsylvania
$1.06M
FCH
622
Freestone Capital Holdings
Washington
$1.05M +$43K +626 +4%
HTC
623
Haverford Trust Company
Pennsylvania
$1.05M +$92.8K +1,350 +10%
Koshinski Asset Management
624
Koshinski Asset Management
Illinois
$1.05M -$3.3K -48 -0.3%
LIA
625
LBMC Investment Advisors
Tennessee
$1.04M