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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
GMFG
901
Greater Midwest Financial Group
Minnesota
$361K +$2.27K +33 +0.6%
CIR
902
Clear Investment Research
Georgia
$361K -$3.92K -57 -1%
OHIS
903
Oak Harvest Investment Services
Texas
$360K -$5.16K -75 -1%
CWA
904
Continuum Wealth Advisors
New York
$359K -$7.56K -110 -2%
NWA
905
Northwest Wealth Advisors
Washington
$359K +$356K +5,175 New
T
906
TrustBank
Illinois
$359K +$355K +5,166 New
PA
907
Planning Alternatives
Michigan
$355K -$6.74K -98 -2%
SEEDPG
908
S.E.E.D. Planning Group
New York
$355K
NWA
909
Navis Wealth Advisors
New York
$355K
GB
910
Goepper Burkhardt
South Carolina
$355K +$351K +5,110 New
PCMF
911
Private Capital Management (Florida)
Florida
$354K +$15.3K +223 +5%
GWS
912
Greykasell Wealth Strategies
California
$353K
SWMG
913
Sanchez Wealth Management Group
Florida
$352K +$11.1K +162 +3%
SPWG
914
Syntegra Private Wealth Group
Missouri
$351K +$30.7K +447 +10%
QCM
915
QRG Capital Management
Illinois
$351K +$134K +1,950 +63%
ACM
916
Allred Capital Management
Texas
$350K +$81.8K +1,189 +31%
CPSC
917
Carl P. Sherr & Co
Massachusetts
$350K
FA
918
Fortis Advisors
Pennsylvania
$350K -$14.6K -213 -4%
CA
919
Continuum Advisory
Idaho
$350K -$9.42K -137 -3%
GRR
920
Golden Reserve Retirement
Ohio
$349K +$346K +5,030 New
IIA
921
Integrity Investment Advisors
Colorado
$349K
TCA
922
Transcend Capital Advisors
New Jersey
$347K
EWM
923
Elevation Wealth Management
Minnesota
$343K +$340K +4,947 New
PTC
924
Philadelphia Trust Company
Pennsylvania
$343K
OCA
925
Odyssey Capital Advisors
Pennsylvania
$341K +$338K +4,917 New