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iShares Core Dividend Growth ETF

1,260 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 160 funds opening new positions, 521 increasing their positions, 374 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,260
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
KDA
751
Kraft Davis & Associates
Missouri
$592K
WE
752
Wealth Effects
Massachusetts
$588K
FWA
753
Fidelis Wealth Advisors
Colorado
$584K
AF
754
ASL Financial
California
$583K
PFG
755
Pinnacle Financial Group
Illinois
$583K
PWM
756
Perigon Wealth Management
California
$582K
DWM
757
Dynasty Wealth Management
Florida
$582K
First Manhattan
758
First Manhattan
New York
$573K
SSI
759
Scott & Selber Inc
Texas
$572K
HL
760
HeadInvest LLC
Maine
$572K
TPWA
761
TRUE Private Wealth Advisors
Oregon
$569K
AFO
762
Arrowroot Family Office
California
$569K
AIA
763
AIMZ Investment Advisors
California
$562K
MWA
764
Merkkuri Wealth Advisors
New York
$561K
BCG
765
Breakwater Capital Group
New Jersey
$559K
WF
766
Whelan Financial
California
$556K
DT
767
Diversified Trust
Tennessee
$555K
DWT
768
Dorsey & Whitney Trust
South Dakota
$555K
PB
769
Prosperity Bancshares
Texas
$550K
WCM
770
Whitener Capital Management
North Carolina
$549K
BB
771
Bell Bank
North Dakota
$549K
ONB
772
Old National Bancorp
Indiana
$541K
SFS
773
Sowell Financial Services
Arkansas
$540K
MFGM
774
Marshall Financial Group (Maryland)
Maryland
$535K
GAG
775
GM Advisory Group
New York
$535K