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iShares Core Dividend Growth ETF

1,148 hedge funds and large institutions have $17.8B invested in iShares Core Dividend Growth ETF in 2025 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 521 increasing their positions, 343 reducing their positions, and 61 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:

0.72% more ownership

Funds ownership: 54.93%55.65% (+0.72%)

5% less capital invested

Capital invested by funds: $18.7B → $17.8B (-$885M)

7% less funds holding in top 10

Funds holding in top 10: 114106 (-8)

Holders
1,148
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$103M
Puts
$1.73M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
926
Firethorn Wealth Partners
Georgia
$246K
FNA
927
First National Advisers
Nebraska
$242K
OC
928
Oarsman Capital
Wisconsin
$241K
JSW
929
Journey Strategic Wealth
New Jersey
$241K
DWP
930
Daymark Wealth Partners
Ohio
$240K
QCM
931
QRG Capital Management
Illinois
$240K
CGFA
932
Colton Groome Financial Advisors
North Carolina
$236K
RMDI
933
R.M. Davis Inc
Maine
$235K
MCM
934
Mattern Capital Management
Colorado
$235K
FFA
935
Florida Financial Advisors
Florida
$235K
HWA
936
HHM Wealth Advisors
Tennessee
$233K
TFA
937
Tobias Financial Advisors
Florida
$232K
MAG
938
M3 Advisory Group
Massachusetts
$232K
MIM
939
MTM Investment Management
South Carolina
$232K
RFP
940
Root Financial Partners
California
$231K
SC
941
Sapient Capital
Indiana
$228K
BF
942
Brogan Financial
Tennessee
$228K
PCM
943
Prelude Capital Management
New York
$227K
UB
944
UMB Bank
Missouri
$226K
PFP
945
Pinnacle Financial Partners
Tennessee
$226K
IIC
946
Ironwood Investment Counsel
Arizona
$226K
HWMT
947
Heritage Wealth Management (Texas)
Texas
$226K
HFS
948
Hantz Financial Services
Michigan
$225K
FFA
949
Founders Financial Alliance
North Carolina
$225K
VAG
950
VisionPoint Advisory Group
Texas
$223K