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iShares Core Dividend Growth ETF

1,292 hedge funds and large institutions have $21.5B invested in iShares Core Dividend Growth ETF in 2026 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 564 increasing their positions, 409 reducing their positions, and 52 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:

5% more capital invested

Capital invested by funds: $20.5B → $21.5B (+$977M)

0.18% more ownership

Funds ownership: 57.2%57.39% (+0.18%)

6% less funds holding in top 10

Funds holding in top 10: 132124 (-8)

Holders
1,292
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
124
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$129M
Puts
$16.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
851
Ballast Financial Advisors
Pennsylvania
$454K
NHC
852
Nicholas Hoffman & Company
Georgia
$449K
WIA
853
Wetzel Investment Advisors
Indiana
$446K
MLIC
854
Mandatum Life Insurance Company
Finland
$444K
BCA
855
Bay Capital Advisors
Virginia
$443K
Franklin Resources
856
Franklin Resources
California
$442K
MCM
857
Mendel Capital Management
Arkansas
$440K
SFG
858
Sovereign Financial Group
Connecticut
$439K
PA
859
Procyon Advisors
Connecticut
$438K
AWA
860
American Wealth Advisors
Georgia
$438K
EFMC
861
Empire Financial Management Company
New York
$437K
EFT
862
Envision Financial Transparency
North Carolina
$437K
PF
863
PlanVest Financial
Maryland
$431K
CA
864
Clearstead Advisors
Ohio
$430K
IA
865
Invested Advisors
Pennsylvania
$430K
BLFG
866
Brian Low Financial Group
Louisiana
$430K
ACM
867
Allred Capital Management
Texas
$429K
PCMF
868
Private Capital Management (Florida)
Florida
$422K
GS
869
GWN Securities
Florida
$420K
AWM
870
Athena Wealth Management
Nevada
$418K
DFG
871
Dynamic Financial Group
Iowa
$416K
WIC
872
Woodmont Investment Counsel
Tennessee
$414K
Kovitz Investment Group Partners
873
Kovitz Investment Group Partners
Illinois
$414K
FPWM
874
FSB Premier Wealth Management
Iowa
$414K
CWM
875
Collaborative Wealth Management
Florida
$414K