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iShares Core Dividend Growth ETF

1,146 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 112 funds opening new positions, 520 increasing their positions, 343 reducing their positions, and 62 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:

0.58% more ownership

Funds ownership: 54.93%55.51% (+0.58%)

5% less capital invested

Capital invested by funds: $18.7B → $17.8B (-$932M)

8% less funds holding in top 10

Funds holding in top 10: 114105 (-9)

Holders
1,146
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
105
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
VPIM
976
Vanguard Personalized Indexing Management
California
$201K
NFG
977
Nations Financial Group
Iowa
$200K
GIA
978
GHP Investment Advisors
Colorado
$192K
EDRH
979
Edmond de Rothschild Holding
Switzerland
$192K
MPWT
980
MassMutual Private Wealth & Trust
Connecticut
$188K
PMFA
981
Plante Moran Financial Advisors
Michigan
$177K
VWA
982
Valued Wealth Advisors
Utah
$174K
WBC
983
West Branch Capital
Massachusetts
$173K
BBPWM
984
Blue Bell Private Wealth Management
Pennsylvania
$172K
BC
985
Barrett & Company
Rhode Island
$166K
CPA
986
Cardiff Park Advisors
California
$163K
WTFG
987
Wood Tarver Financial Group
Idaho
$163K
JWA
988
JFS Wealth Advisors
Pennsylvania
$157K
AG
989
AmeriFlex Group
Nevada
$155K
BWL
990
Bogart Wealth LLC
Virginia
$155K
LFA
991
LGT Financial Advisors
Texas
$152K
CTC
992
Central Trust Company
Missouri
$151K
SHIM
993
Stone House Investment Management
Pennsylvania
$149K
DJSG
994
D.J. St. Germain
Massachusetts
$146K
RP
995
Rowlandmiller & Partners
Georgia
$142K
NS
996
NBC Securities
Alabama
$139K
WA
997
WPG Advisers
Maryland
$134K
ACA
998
American Capital Advisory
Idaho
$131K
CWM
999
Cranbrook Wealth Management
Michigan
$126K
BIG
1000
Brooklyn Investment Group
New York
$125K