We are live on ! Find out more
DGRO icon

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
GSWM
751
Golden State Wealth Management
California
$610K -$19.9K -289 -3%
FNBT
752
FineMark National Bank & Trust
Florida
$608K +$92K +1,338 +18%
VC
753
Veracity Capital
Georgia
$607K -$64.6K -940 -10%
PPF
754
Pacific Park Financial
California
$605K +$600K +8,722 New
VCM
755
Vines Capital Management
Louisiana
$605K +$600K +8,721 New
USCWA
756
U.S. Capital Wealth Advisors
Texas
$603K -$280K -4,076 -32%
SPW
757
Signet Private Wealth
Illinois
$599K +$594K +8,633 New
RFN
758
Redwood Financial Network
Ohio
$594K -$82.2K -1,195 -12%
PRI
759
Prepared Retirement Institute
Pennsylvania
$592K -$31.1K -453 -5%
KDA
760
Kraft Davis & Associates
Missouri
$592K -$37.8K -549 -6%
WE
761
Wealth Effects
Massachusetts
$588K -$18.8K -273 -3%
FWA
762
Fidelis Wealth Advisors
Colorado
$584K +$579K +8,415 New
AF
763
ASL Financial
California
$583K +$578K +8,399 New
PFG
764
Pinnacle Financial Group
Illinois
$583K +$10.5K +152 +2%
PWM
765
Perigon Wealth Management
California
$582K +$264K +3,841 +85%
DWM
766
Dynasty Wealth Management
Florida
$582K +$36K +524 +7%
First Manhattan
767
First Manhattan
New York
$573K
SSI
768
Scott & Selber Inc
Texas
$572K +$138 +2 +0%
HL
769
HeadInvest LLC
Maine
$572K +$33.6K +489 +6%
TPWA
770
TRUE Private Wealth Advisors
Oregon
$569K +$136K +1,983 +32%
AFO
771
Arrowroot Family Office
California
$569K -$61.3K -891 -10%
AIA
772
AIMZ Investment Advisors
California
$562K +$557K +8,098 New
MWA
773
Merkkuri Wealth Advisors
New York
$561K -$276K -4,007 -33%
BCG
774
Breakwater Capital Group
New Jersey
$559K +$14.9K +217 +3%
WF
775
Whelan Financial
California
$556K -$69 -1 -0%