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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
IPA
876
Investment Planning Advisors
Georgia
$383K +$41.9K +609 +12%
HNB
877
Huntington National Bank
Ohio
$382K
TCWA
878
Turtle Creek Wealth Advisors
Texas
$380K -$49.6K -721 -12%
UBS AM
879
UBS AM
Illinois
$378K +$375K +5,449 New
CI
880
CX Institutional
Indiana
$378K +$23.7K +345 +7%
KFI
881
Key Financial Inc
Pennsylvania
$377K
BTI
882
Blue Trust Inc
Georgia
$376K +$342K +4,975 +1,123%
FFWM
883
Future Financial Wealth Management
Ohio
$375K -$5.5K -80 -1%
HAIM
884
Hunter Associates Investment Management
Pennsylvania
$375K
BDFN
885
Bond & Devick Financial Network
Minnesota
$374K
FSA
886
Financial Security Advisor
Virginia
$374K +$371K +5,390 New
CAM
887
Concorde Asset Management
Michigan
$373K +$89.1K +1,296 +32%
RHP
888
Royal Harbor Partners
Texas
$372K
CWM
889
Castle Wealth Management
Florida
$371K +$619 +9 +0.2%
SPF
890
South Plains Financial
Texas
$371K
MT
891
Midwest Trust
Kansas
$371K -$398K -5,784 -52%
WJWM
892
Williams Jones Wealth Management
New York
$369K +$550 +8 +0.2%
CFM
893
Cornerstone Financial Management
Massachusetts
$369K +$365K +5,310 New
RI
894
Rinkey Investments
California
$368K
IA
895
Invested Advisors
Pennsylvania
$366K -$135K -1,957 -27%
AA
896
Addison Advisors
Vermont
$366K -$3.92K -57 -1%
EW
897
Evoke Wealth
California
$363K +$2.34K +34 +0.7%
IWP
898
Insight Wealth Partners
Texas
$363K
OFS
899
Orrstown Financial Services
Pennsylvania
$362K -$54.8K -797 -13%
S
900
Sachetta
Massachusetts
$362K +$82.2K +1,196 +30%