We are live on ! Find out more
DGRO icon

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
BCWM
651
Bartlett & Co Wealth Management
Ohio
$924K
APA
652
Astoria Portfolio Advisors
New York
$918K -$532K -7,732 -38%
DAS
653
Daybright Advisory Services
Florida
$916K +$908K +13,202 New
ST
654
Smithfield Trust
Pennsylvania
$912K +$30K +436 +3%
MAM
655
MWA Asset Management
Massachusetts
$911K -$19.7K -286 -2%
AFA
656
Allium Financial Advisors
Oregon
$903K -$763K -11,097 -46%
PB
657
Pinnacle Bancorp
Nebraska
$899K -$47.6K -692 -5%
NG
658
Novem Group
New York
$897K +$152K +2,212 +21%
AFAS
659
Acorn Financial Advisory Services
Virginia
$891K -$30.3K -440 -3%
JIC
660
Johnson Investment Counsel
Ohio
$883K -$28.8K -419 -3%
PIAS
661
PCA Investment Advisory Services
Ohio
$883K -$19.7K -287 -2%
LSIA
662
LaSalle St. Investment Advisors
Illinois
$875K -$28.1K -408 -3%
RCA
663
Resonant Capital Advisors
Wisconsin
$873K -$87.9K -1,279 -9%
EFA
664
Evernest Financial Advisors
Indiana
$872K
ZF
665
Zhang Financial
Michigan
$867K +$1.86K +27 +0.2%
RMAM
666
Raab & Moskowitz Asset Management
New Jersey
$859K +$17.5K +255 +2%
AHC
667
Adell Harriman & Carpenter
Texas
$855K -$18.7K -272 -2%
GCM
668
Gambit Capital Management
Tennessee
$847K +$839K +12,207 New
RWA
669
River Wealth Advisors
Pennsylvania
$847K -$69.2K -1,007 -8%
FPW
670
Fairvoy Private Wealth
Alabama
$845K -$138K -2,011 -14%
EI
671
EFG International
$842K +$834K +12,126 New
EW
672
Element Wealth
Mississippi
$840K +$1.93K +28 +0.2%
KeyBank National Association
673
KeyBank National Association
Ohio
$840K
OWP
674
ORG Wealth Partners
Texas
$840K -$41.9K -610 -5%
OP
675
ORG Partners
Indiana
$840K -$20.1K -292 -2%