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iShares Core Dividend Growth ETF

1,260 hedge funds and large institutions have $20.5B invested in iShares Core Dividend Growth ETF in 2025 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 521 increasing their positions, 374 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,260
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
128
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$110M
Puts
$7.91M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFP
1051
KMG Fiduciary Partners
Ohio
$219K
EFG
1052
Elevated Financial Group
Indiana
$217K
MHFA
1053
Mission Hills Financial Advisory
California
$217K
ATC
1054
Argent Trust Co
Tennessee
$216K
OL
1055
Owen LaRue
Kentucky
$215K
PPL
1056
Planning Project LLC
Texas
$214K
FFA
1057
Founders Financial Alliance
North Carolina
$213K
ZIM
1058
Zacks Investment Management
Illinois
$213K
OCM
1059
One Capital Management
California
$213K
FIM
1060
FWL Investment Management
Texas
$212K
OC
1061
Oakworth Capital
Alabama
$212K
PMFA
1062
Plante Moran Financial Advisors
Michigan
$212K
FFM
1063
Forum Financial Management
Illinois
$212K
PFG
1064
Prosperity Financial Group
California
$211K
EDRH
1065
Edmond de Rothschild Holding
Switzerland
$208K
WF
1066
Welch & Forbes
Massachusetts
$208K
AIA
1067
Acute Investment Advisory
Arizona
$207K
BWM
1068
BNC Wealth Management
Oregon
$205K
FTWA
1069
Fifth Third Wealth Advisors
Ohio
$204K
HFS
1070
Hantz Financial Services
Michigan
$203K
ACA
1071
Arsenal Capital Advisors
Pennsylvania
$200K
GIA
1072
GHP Investment Advisors
Colorado
$190K
VWA
1073
Valued Wealth Advisors
Utah
$189K
MPWT
1074
MassMutual Private Wealth & Trust
Connecticut
$181K
BC
1075
Barrett & Company
Rhode Island
$180K