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iShares Core Dividend Growth ETF

1,148 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 113 funds opening new positions, 521 increasing their positions, 343 reducing their positions, and 61 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:

0.72% more ownership

Funds ownership: 54.93%55.65% (+0.72%)

5% less capital invested

Capital invested by funds: $18.7B → $17.8B (-$885M)

7% less funds holding in top 10

Funds holding in top 10: 114106 (-8)

Holders
1,148
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
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
MCM
801
Mendel Capital Management
Arkansas
$400K
LRPA
802
L. Roy Papp & Associates
Arizona
$399K
TCWA
803
Turtle Creek Wealth Advisors
Texas
$396K
BLFG
804
Brian Low Financial Group
Louisiana
$393K
BWA
805
BCU Wealth Advisors
Illinois
$386K
FPWM
806
FSB Premier Wealth Management
Iowa
$385K
OFS
807
Orrstown Financial Services
Pennsylvania
$385K
SWMG
808
Sanchez Wealth Management Group
Florida
$385K
DFG
809
Dynamic Financial Group
Iowa
$377K
PCH
810
PGIM Custom Harvest
New Jersey
$373K
LSA
811
Lion Street Advisors
Texas
$369K
TCM
812
Tandem Capital Management
New Jersey
$368K
CRI
813
Commonwealth Retirement Investments
Virginia
$365K
AF
814
Abound Financial
California
$365K
VA
815
Vident Advisory
Georgia
$365K
CWM
816
Castle Wealth Management
Florida
$361K
SAM
817
Silvercrest Asset Management
New York
$361K
CA
818
Continuum Advisory
Idaho
$360K
EP
819
Edgestream Partners
New Jersey
$360K
AAG
820
Armstrong Advisory Group
Massachusetts
$355K
GWSG
821
GPS Wealth Strategies Group
Colorado
$355K
IWP
822
Insight Wealth Partners
Texas
$355K
AA
823
Addison Advisors
Vermont
$353K
Betterment LLC
824
Betterment LLC
New York
$350K
LWM
825
Liberty Wealth Management
California
$347K