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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
WBC
1001
West Branch Capital
Massachusetts
$185K
BBPWM
1002
Blue Bell Private Wealth Management
Pennsylvania
$183K
BC
1003
Barrett & Company
Rhode Island
$177K
JWA
1004
JFS Wealth Advisors
Pennsylvania
$167K
SHIM
1005
Stone House Investment Management
Pennsylvania
$159K
DJSG
1006
D.J. St. Germain
Massachusetts
$156K
FHC
1007
First Horizon Corporation
Tennessee
$155K
RP
1008
Rowlandmiller & Partners
Georgia
$151K
NS
1009
NBC Securities
Alabama
$148K
CJ
1010
Caitlin John
Michigan
$141K
AIC
1011
Archer Investment Corporation
Indiana
$139K
BWL
1012
Bogart Wealth LLC
Virginia
$136K
CPA
1013
Cardiff Park Advisors
California
$134K
WA
1014
WPG Advisers
Maryland
$133K
MBFW
1015
Morton Brown Family Wealth
Pennsylvania
$122K
ACA
1016
American Capital Advisory
Idaho
$122K
GWS
1017
Glassman Wealth Services
Virginia
$120K
MA
1018
MCF Advisors
Kentucky
$117K
EWM
1019
EPG Wealth Management
Georgia
$115K
HAP
1020
Harbor Asset Planning
Massachusetts
$113K
HI
1021
Hoey Investments
Pennsylvania
$113K
AGWCA
1022
Annis Gardner Whiting Capital Advisors
Florida
$110K
RPA
1023
Redwood Park Advisors
California
$109K
TFA
1024
Transamerica Financial Advisors
Florida
$104K
GG
1025
Gleason Group
Kentucky
$103K