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iShares Core Dividend Growth ETF

1,151 hedge funds and large institutions have $17.9B invested in iShares Core Dividend Growth ETF in 2025 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 522 increasing their positions, 344 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: 55.1%55.83% (+0.72%)

5% less capital invested

Capital invested by funds: $18.7B → $17.9B (-$881M)

7% less funds holding in top 10

Funds holding in top 10: 114106 (-8)

Holders
1,151
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
LGWM
76
Litman Gregory Wealth Management
California
$29.2M
FTS
77
Fifth Third Securities
Ohio
$28.4M
SCI
78
Silver Coast Investments
United States
$28M
AWM
79
Altus Wealth Management
Kentucky
$27.4M
EH
80
Equitable Holdings
New York
$26.5M
PWM
81
Provident Wealth Management
Tennessee
$26.5M
CIA
82
Compass Ion Advisors
Pennsylvania
$25.8M
CAL
83
Capital Analysts LLC
Pennsylvania
$25.8M
Creative Planning
84
Creative Planning
Kansas
$25.7M
KAS
85
Kestra Advisory Services
Texas
$25.7M
SM
86
Sweeney & Michel
California
$24M
AAS
87
Avantax Advisory Services
Texas
$23.7M
MFP
88
Meridian Financial Partners
Virginia
$23.6M
AWAP
89
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$23.2M
CWA
90
Consilio Wealth Advisors
Washington
$22.9M
SIAS
91
Summit Investment Advisory Services
Minnesota
$22.9M
PAS
92
Park Avenue Securities
New York
$22.3M
P
93
&Partners
Tennessee
$21.9M
WIM
94
WealthPlan Investment Management
Nebraska
$21.7M
APWA
95
Atlas Private Wealth Advisors
New Jersey
$21.6M
RFC
96
Regions Financial Corp
Alabama
$21M
SDWIA
97
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$20.5M
CL
98
Choreo LLC
Illinois
$20.2M
RSWM
99
Robertson Stephens Wealth Management
California
$19.9M
AFG
100
Allegheny Financial Group
Pennsylvania
$19.8M