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iShares Core Dividend Growth ETF

1,144 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, 519 increasing their positions, 342 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%55.5% (+0.58%)

5% less capital invested

Capital invested by funds: $18.7B → $17.8B (-$934M)

8% less funds holding in top 10

Funds holding in top 10: 114105 (-9)

Holders
1,144
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
CCA
51
Conservest Capital Advisors
Pennsylvania
$42.8M
FWM
52
FFT Wealth Management
Pennsylvania
$42.7M
SPIA
53
Steward Partners Investment Advisory
New York
$42.5M
CCWM
54
Correct Capital Wealth Management
Missouri
$41.4M
Focus Partners Wealth
55
Focus Partners Wealth
Massachusetts
$41M
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$40.2M
FWA
57
FORM Wealth Advisors
Wisconsin
$39.7M
Comerica Bank
58
Comerica Bank
Texas
$39.6M
MWP
59
Madison Wealth Partners
Wisconsin
$39.4M
RDFA
60
Ritter Daniher Financial Advisory
Ohio
$38.6M
HFS
61
Hughes Financial Services
Virginia
$38.4M
OC
62
Oppenheimer & Co
New York
$38.3M
ODG
63
O'Dell Group
Ohio
$38M
LFS
64
Legacy Financial Strategies
Kansas
$36.7M
VDI
65
Vaughan David Investments
Illinois
$35.2M
WFM
66
Wolff Financial Management
Michigan
$33.4M
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$33.2M
AOI
68
Auto-Owners Insurance
Michigan
$32.9M
WA
69
Waverly Advisors
Alabama
$32.8M
SWP
70
Stratos Wealth Partners
Ohio
$32.6M
XF
71
XML Financial
Maryland
$32.3M
DI
72
DAGCO Inc
Ohio
$31.9M
DOA
73
D'Orazio & Associates
Virginia
$30.4M
JWM
74
JGP Wealth Management
Oregon
$30M
LGWM
75
Litman Gregory Wealth Management
California
$29.2M