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iShares Core Dividend Growth ETF

1,155 hedge funds and large institutions have $19B invested in iShares Core Dividend Growth ETF in 2025 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 486 increasing their positions, 387 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
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
$107M
Puts
$1.65M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Stratos Wealth Partners
Ohio
$32M
SCA
77
Scott Capital Advisors
Oregon
$31.4M
EH
78
Equitable Holdings
New York
$31.4M
DOA
79
D'Orazio & Associates
Virginia
$30.8M
AWM
80
Altus Wealth Management
Kentucky
$29.6M
SCI
81
Silver Coast Investments
United States
$29.2M
PWM
82
Provident Wealth Management
Tennessee
$28.3M
CIA
83
Compass Ion Advisors
Pennsylvania
$27.8M
CAL
84
Capital Analysts LLC
Pennsylvania
$27.4M
Creative Planning
85
Creative Planning
Kansas
$26.9M
KAS
86
Kestra Advisory Services
Texas
$26.9M
MFP
87
Meridian Financial Partners
Virginia
$25.8M
Natixis Advisors
88
Natixis Advisors
Massachusetts
$25.6M
P
89
&Partners
Tennessee
$25.4M
AWAP
90
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$25.2M
CWA
91
Consilio Wealth Advisors
Washington
$24.6M
SM
92
Sweeney & Michel
California
$24.4M
RPWA
93
Regent Peak Wealth Advisors
Georgia
$24.2M
SIAS
94
Summit Investment Advisory Services
Minnesota
$24.1M
SDWIA
95
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$23M
RFC
96
Regions Financial Corp
Alabama
$22.1M
BTWM
97
Brass Tax Wealth Management
Ohio
$21.9M
CL
98
Choreo LLC
Illinois
$21.5M
VC
99
Vicus Capital
Pennsylvania
$21.3M
AFG
100
Allegheny Financial Group
Pennsylvania
$21.2M