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iShares Core Dividend Growth ETF

1,155 hedge funds and large institutions have $19B invested in iShares Core Dividend Growth ETF in 2025 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 486 increasing their positions, 387 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$107M
Puts
$1.65M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
51
J.W. Cole Advisors
Florida
$47.9M
FWM
52
FFT Wealth Management
Pennsylvania
$46.2M
CCA
53
Conservest Capital Advisors
Pennsylvania
$46.1M
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$45.4M
SPIA
55
Steward Partners Investment Advisory
New York
$44.8M
Focus Partners Wealth
56
Focus Partners Wealth
Massachusetts
$43.7M
MWP
57
Madison Wealth Partners
Wisconsin
$43.1M
RDFA
58
Ritter Daniher Financial Advisory
Ohio
$42.8M
HFS
59
Hughes Financial Services
Virginia
$41.5M
ODG
60
O'Dell Group
Ohio
$41.4M
LFS
61
Legacy Financial Strategies
Kansas
$40.5M
OC
62
Oppenheimer & Co
New York
$40.2M
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$39.8M
VDI
64
Vaughan David Investments
Illinois
$38M
WFM
65
Wolff Financial Management
Michigan
$36.6M
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$36M
WA
67
Waverly Advisors
Alabama
$35.8M
CCWM
68
Correct Capital Wealth Management
Missouri
$35.4M
AOI
69
Auto-Owners Insurance
Michigan
$35M
DI
70
DAGCO Inc
Ohio
$34.8M
XF
71
XML Financial
Maryland
$34.6M
LGWM
72
Litman Gregory Wealth Management
California
$33.8M
VAS
73
Vestmark Advisory Solutions
Massachusetts
$33.5M
JWM
74
JGP Wealth Management
Oregon
$33.3M
FTS
75
Fifth Third Securities
Ohio
$32.6M