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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
MC
651
Montag & Caldwell
Georgia
$689K
AUB
652
Atlantic Union Bankshares
Virginia
$679K
BHWA
653
Beacon Harbor Wealth Advisors
Virginia
$678K
CPCM
654
Cardinal Point Capital Management
Ontario, Canada
$675K
PAS
655
PKS Advisory Services
New York
$669K
HIS
656
Horizon Investment Services
Indiana
$666K
MWA
657
Midland Wealth Advisors
Illinois
$666K
AFG
658
Albion Financial Group
Utah
$663K
RSF
659
Rik Saylor Financial
Ohio
$661K
MCA
660
MSH Capital Advisors
Arizona
$660K
GS
661
GWN Securities
Florida
$658K
MWM
662
Modera Wealth Management
New Jersey
$656K
BFO
663
Biltmore Family Office
North Carolina
$655K
FSA
664
Fort Sheridan Advisors
Illinois
$654K
PI
665
PFG Investments
New York
$650K
CFP
666
Comprehensive Financial Planning
Pennsylvania
$649K
QCM
667
Quantinno Capital Management
New York
$648K
AWM
668
Alterna Wealth Management
Texas
$647K
RFN
669
Redwood Financial Network
Ohio
$647K
RRA
670
Round Rock Advisors
Connecticut
$647K
SF
671
Symphony Financial
Texas
$647K
CWG
672
Cornerstone Wealth Group
North Carolina
$646K
SFS
673
Sowell Financial Services
Arkansas
$644K
LA
674
Latitude Advisors
Florida
$642K
AFW
675
Avantra Family Wealth
Pennsylvania
$637K