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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
HSA
726
HBK Sorce Advisory
Pennsylvania
$685K +$61.6K +896 +11%
MSWMA
727
Market Street Wealth Management Advisors
Indiana
$684K -$40.2K -584 -6%
ACG
728
Allen Capital Group
Nebraska
$681K
ML
729
McAdam LLC
Pennsylvania
$680K +$96.2K +1,399 +17%
LA
730
Latitude Advisors
Florida
$680K -$4.68K -68 -0.7%
CFP
731
Comprehensive Financial Planning
Pennsylvania
$680K +$4.06K +59 +0.6%
CB
732
Commerce Bank
Missouri
$677K +$27.7K +403 +4%
WAL
733
W Advisors LLC
Tennessee
$673K
SC
734
Syon Capital
California
$663K +$142K +2,067 +28%
IP
735
Ignite Planners
California
$661K -$56.5K -821 -8%
BCG
736
Bravias Capital Group
New Jersey
$659K +$179K +2,596 +38%
EA
737
Everpar Advisors
Oklahoma
$658K +$246K +3,574 +61%
HIP
738
HUB Investment Partners
Texas
$655K +$4.13K +60 +0.6%
LWM
739
Liberty Wealth Management
California
$649K +$15.2K +221 +2%
LC
740
Lincoln Capital
Nebraska
$648K +$69 +1 +0%
OAP
741
One Advisory Partners
Kansas
$646K +$3.92K +57 +0.6%
CAAM
742
Cornerstone Advisors Asset Management
Pennsylvania
$641K
RBWA
743
RFG - Bristol Wealth Advisors
Massachusetts
$640K -$59.9K -871 -9%
DWG
744
Darden Wealth Group
Michigan
$639K
MFF
745
Michels Family Financial
Texas
$636K -$6.67K -97 -1%
IRP
746
Investment Research Partners
Pennsylvania
$635K -$4.13K -60 -0.7%
WJA
747
Willis Johnson & Associates
Texas
$633K -$15.5K -225 -2%
FPGK
748
Financial Partners Group (Kansas)
Kansas
$627K +$45.1K +656 +8%
JHCP
749
Jackson Hole Capital Partners
Oklahoma
$617K
GT
750
Glenview Trust
Kentucky
$616K