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iShares Core Dividend Growth ETF

1,260 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 160 funds opening new positions, 521 increasing their positions, 374 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,260
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
128
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$110M
Puts
$7.91M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
926
MOR Wealth Management
Pennsylvania
$327K
AAS
927
Annex Advisory Services
Wisconsin
$326K
NFG
928
Northeast Financial Group
Pennsylvania
$326K
BFC
929
Bedel Financial Consulting
Indiana
$325K
EIA
930
Eastover Investment Advisors
North Carolina
$325K
CRWM
931
Castle Rock Wealth Management
California
$325K
BCP
932
Blue Chip Partners
Michigan
$323K
CA
933
Chatterton & Associates
California
$323K
SFG
934
Sunburst Financial Group
Alabama
$322K
BFIM
935
Beese Fulmer Investment Management
Ohio
$321K
Vontobel Holding
936
Vontobel Holding
Switzerland
$319K
CPG
937
Cornerstone Planning Group
New Jersey
$319K
PFS
938
Prospect Financial Services
New York
$317K
FNA
939
First National Advisers
Nebraska
$316K
BW
940
Balance Wealth
Ohio
$316K
CPC
941
Consolidated Planning Corp
Georgia
$316K
SAA
942
Southeast Asset Advisors
Georgia
$316K
NFW
943
Noble Family Wealth
Florida
$314K
BZWA
944
Blue Zone Wealth Advisors
California
$312K
CAG
945
Curtis Advisory Group
California
$312K
AMCA
946
Arthur M. Cohen & Associates
Illinois
$312K
BCM
947
Basso Capital Management
Connecticut
$312K
M&T Bank
948
M&T Bank
New York
$311K
PA
949
Procyon Advisors
Connecticut
$310K
RSEWM
950
River's Edge Wealth Management
Pennsylvania
$304K