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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
MWM
976
MGB Wealth Management
Texas
$202K
SB
977
Simmons Bank
Arkansas
$202K
VPIM
978
Vanguard Personalized Indexing Management
California
$201K
NFG
979
Nations Financial Group
Iowa
$200K
GIA
980
GHP Investment Advisors
Colorado
$192K
EDRH
981
Edmond de Rothschild Holding
Switzerland
$192K
MPWT
982
MassMutual Private Wealth & Trust
Connecticut
$188K
PMFA
983
Plante Moran Financial Advisors
Michigan
$177K
VWA
984
Valued Wealth Advisors
Utah
$174K
WBC
985
West Branch Capital
Massachusetts
$173K
BBPWM
986
Blue Bell Private Wealth Management
Pennsylvania
$172K
BC
987
Barrett & Company
Rhode Island
$166K
CPA
988
Cardiff Park Advisors
California
$163K
WTFG
989
Wood Tarver Financial Group
Idaho
$163K
JWA
990
JFS Wealth Advisors
Pennsylvania
$157K
AG
991
AmeriFlex Group
Nevada
$155K
BWL
992
Bogart Wealth LLC
Virginia
$155K
LFA
993
LGT Financial Advisors
Texas
$152K
CTC
994
Central Trust Company
Missouri
$151K
SHIM
995
Stone House Investment Management
Pennsylvania
$149K
DJSG
996
D.J. St. Germain
Massachusetts
$146K
RP
997
Rowlandmiller & Partners
Georgia
$142K
NS
998
NBC Securities
Alabama
$139K
WA
999
WPG Advisers
Maryland
$134K
ACA
1000
American Capital Advisory
Idaho
$131K