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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
SAG
851
SageView Advisory Group
California
$422K -$102K -1,482 -20%
AWM
852
Athena Wealth Management
Nevada
$421K +$417K +6,067 New
AC
853
Avant Capital
Louisiana
$416K +$70.6K +1,027 +21%
DWM
854
Destination Wealth Management
California
$415K -$92.9K -1,351 -18%
FPWM
855
FSB Premier Wealth Management
Iowa
$412K +$4.54K +66 +1%
GKIM
856
GW&K Investment Management
Massachusetts
$412K -$3.71K -54 -0.9%
DFG
857
Dynamic Financial Group
Iowa
$411K +$894 +13 +0.2%
EIG
858
Ellenbecker Investment Group
Wisconsin
$411K -$401K -5,837 -50%
Kovitz Investment Group Partners
859
Kovitz Investment Group Partners
Illinois
$408K -$1.96M -28,449 -83%
NFG
860
Nations Financial Group
Iowa
$408K +$188K +2,738 +87%
TCOV
861
Trust Company of Vermont
Vermont
$406K +$8.39K +122 +2%
RIA
862
Regal Investment Advisors
Michigan
$404K -$326K -4,747 -45%
RFN
863
RDA Financial Network
Iowa
$404K -$186K -2,708 -32%
SWIG
864
Strategic Wealth Investment Group
Kentucky
$403K -$68.8K -1,001 -15%
BFA
865
Ballast Financial Advisors
Pennsylvania
$403K +$399K +5,806 New
FAM
866
Formidable Asset Management
Ohio
$398K -$29.2K -425 -7%
AF
867
Abound Financial
California
$396K
VA
868
Vident Advisory
Georgia
$396K
OWA
869
Octavia Wealth Advisors
Ohio
$396K +$151K +2,195 +63%
PCH
870
PGIM Custom Harvest
New Jersey
$396K -$9.28K -135 -2%
SAM
871
Silvercrest Asset Management
New York
$391K -$619 -9 -0.2%
LA
872
LVW Advisors
New York
$391K
TCM
873
Tandem Capital Management
New Jersey
$389K -$344 -5 -0.1%
AAG
874
Armstrong Advisory Group
Massachusetts
$386K
QWM
875
Quadcap Wealth Management
Texas
$383K -$5.98K -87 -2%