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iShares Core Dividend Growth ETF

1,258 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 159 funds opening new positions, 520 increasing their positions, 374 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,258
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
128
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$110M
Puts
$7.91M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
51
Waverly Advisors
Alabama
$49.6M
Bank of New York Mellon
52
Bank of New York Mellon
New York
$49M
AOI
53
Auto-Owners Insurance
Michigan
$47.9M
KAS
54
Kestra Advisory Services
Texas
$47.6M
CCA
55
Conservest Capital Advisors
Pennsylvania
$47.4M
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$47.2M
SPIA
57
Steward Partners Investment Advisory
New York
$46.4M
Focus Partners Wealth
58
Focus Partners Wealth
Massachusetts
$46.3M
MWP
59
Madison Wealth Partners
Wisconsin
$45M
RDFA
60
Ritter Daniher Financial Advisory
Ohio
$43.7M
FWM
61
FFT Wealth Management
Pennsylvania
$42.1M
OC
62
Oppenheimer & Co
New York
$41.8M
FWA
63
FORM Wealth Advisors
Wisconsin
$41M
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$41M
VDI
65
Vaughan David Investments
Illinois
$39.5M
WFM
66
Wolff Financial Management
Michigan
$38.2M
CCWM
67
Correct Capital Wealth Management
Missouri
$38.1M
JWCA
68
J.W. Cole Advisors
Florida
$37.9M
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$37.7M
VAS
70
Vestmark Advisory Solutions
Massachusetts
$37.6M
XF
71
XML Financial
Maryland
$35.2M
DI
72
DAGCO Inc
Ohio
$35.2M
SCA
73
Scott Capital Advisors
Oregon
$35.2M
LGWM
74
Litman Gregory Wealth Management
California
$34.9M
JWM
75
JGP Wealth Management
Oregon
$34.9M