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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
GCG
676
Gilbert Capital Group
Maine
$835K +$50.3K +731 +6%
IWS
677
Insight Wealth Strategies
California
$829K -$756 -11 -0.1%
CCM
678
Coldstream Capital Management
Washington
$828K +$132K +1,921 +19%
RF
679
Roxbury Financial
New Jersey
$825K -$41.9K -610 -5%
FPW
680
Flagship Private Wealth
Massachusetts
$821K +$275 +4 +0%
CG
681
Caprock Group
Idaho
$817K +$113K +1,639 +16%
CPBTD
682
Central Pacific Bank - Trust Division
Hawaii
$815K +$347K +5,043 +75%
WCFA
683
Walkner Condon Financial Advisors
Wisconsin
$811K -$18.4K -267 -2%
MF
684
Montis Financial
Massachusetts
$809K +$12.2K +177 +2%
IAIM
685
International Assets Investment Management
Florida
$806K -$118K -1,711 -13%
CFS
686
Compass Financial Services
Iowa
$806K +$1.86K +27 +0.2%
AWMS
687
Advocacy Wealth Management Services
Georgia
$805K -$4.95K -72 -0.6%
ASBI
688
American State Bank (Iowa)
Iowa
$800K +$69 +1 +0%
CWA
689
Clarus Wealth Advisors
Arizona
$786K +$126K +1,834 +20%
FNWM
690
Financial Network Wealth Management
Utah
$786K -$3.44K -50 -0.4%
TIAA Trust, National Association
691
TIAA Trust, National Association
North Carolina
$786K +$8.04K +117 +1%
FFN
692
Focus Financial Network
Minnesota
$784K -$89.5K -1,302 -10%
LF
693
LifePlan Financial
Minnesota
$775K -$24.5K -357 -3%
ACM
694
Ayrshire Capital Management
Connecticut
$773K +$210K +3,058 +38%
CWG
695
Cornerstone Wealth Group
North Carolina
$765K +$63.1K +918 +9%
HSG
696
Helen Stephens Group
Texas
$763K -$23.1K -336 -3%
UF
697
Univest Financial
Pennsylvania
$761K +$7.91K +115 +1%
WWG
698
West Wealth Group
California
$756K +$55.1K +802 +8%
RRA
699
Round Rock Advisors
Connecticut
$750K +$10.7K +155 +1%
HAS
700
HBW Advisory Services
California
$747K +$21.2K +308 +3%