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
Betterment LLC
801
Betterment LLC
New York
$501K +$119K +1,735 +32%
AWA
802
Alta Wealth Advisors
Massachusetts
$500K +$1.79K +26 +0.4%
RIL
803
Rothschild Investment LLC
Illinois
$500K +$138 +2 +0%
SG
804
Stanich Group
New York
$498K -$38.1K -554 -7%
BFW
805
Brady Family Wealth
Missouri
$496K +$69 +1 +0%
AWM
806
Avaii Wealth Management
Wisconsin
$495K -$14.7K -214 -3%
SB
807
SIG Brokerage
New York
$495K
HA
808
Hegarty Advisors
New York
$492K +$487K +7,082 New
AWA
809
American Wealth Advisors
Georgia
$491K +$3.16K +46 +0.7%
PW
810
Potentia Wealth
California
$490K
BWM
811
BKM Wealth Management
Wisconsin
$486K +$688 +10 +0.1%
JPG
812
Jordan Park Group
California
$486K
CA
813
Capital Advantage
California
$481K -$17.3K -251 -3%
FCCM
814
First City Capital Management
Georgia
$481K
GP
815
Geneva Partners
Wisconsin
$481K +$88.7K +1,290 +23%
NEPWA
816
New England Private Wealth Advisors
Massachusetts
$480K +$1.58K +23 +0.3%
CWAF
817
Core Wealth Advisors (Florida)
Florida
$480K -$5.02K -73 -1%
EWM
818
Evermay Wealth Management
Virginia
$479K -$9.35K -136 -2%
TA
819
Tactive Advisors
Florida
$476K
NWMG
820
National Wealth Management Group
Ohio
$476K -$15.8K -230 -3%
SWA
821
Sax Wealth Advisors
New Jersey
$475K -$40.7K -592 -8%
RWM
822
Riverchase Wealth Management
Texas
$474K
DFG
823
Demars Financial Group
Washington
$474K -$5.36K -78 -1%
SC
824
Sepio Capital
Utah
$474K
QCG
825
Quadrant Capital Group
Ohio
$465K