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iShares Core Dividend Growth ETF

1,145 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, 519 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%55.5% (+0.58%)

5% less capital invested

Capital invested by funds: $18.7B → $17.8B (-$934M)

8% less funds holding in top 10

Funds holding in top 10: 114105 (-9)

Holders
1,145
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
NFG
976
Nations Financial Group
Iowa
$200K
GIA
977
GHP Investment Advisors
Colorado
$192K
EDRH
978
Edmond de Rothschild Holding
Switzerland
$192K
MPWT
979
MassMutual Private Wealth & Trust
Connecticut
$188K
PMFA
980
Plante Moran Financial Advisors
Michigan
$177K
VWA
981
Valued Wealth Advisors
Utah
$174K
WBC
982
West Branch Capital
Massachusetts
$173K
BBPWM
983
Blue Bell Private Wealth Management
Pennsylvania
$172K
BC
984
Barrett & Company
Rhode Island
$166K
CPA
985
Cardiff Park Advisors
California
$163K
WTFG
986
Wood Tarver Financial Group
Idaho
$163K
JWA
987
JFS Wealth Advisors
Pennsylvania
$157K
AG
988
AmeriFlex Group
Nevada
$155K
BWL
989
Bogart Wealth LLC
Virginia
$155K
LFA
990
LGT Financial Advisors
Texas
$152K
CTC
991
Central Trust Company
Missouri
$151K
SHIM
992
Stone House Investment Management
Pennsylvania
$149K
DJSG
993
D.J. St. Germain
Massachusetts
$146K
RP
994
Rowlandmiller & Partners
Georgia
$142K
NS
995
NBC Securities
Alabama
$139K
WA
996
WPG Advisers
Maryland
$134K
ACA
997
American Capital Advisory
Idaho
$131K
CWM
998
Cranbrook Wealth Management
Michigan
$126K
BIG
999
Brooklyn Investment Group
New York
$125K
EWM
1000
EPG Wealth Management
Georgia
$120K