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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
FM
1051
Family Management
New York
$49.3K
AIM
1052
Access Investment Management
Georgia
$48.6K
JFA
1053
JNBA Financial Advisors
Minnesota
$48.3K
PFM
1054
Phillips Financial Management
Indiana
$48K
OPTFSNA
1055
Old Point Trust & Financial Services N A
Virginia
$48K
DWM
1056
Darwin Wealth Management
Florida
$43.1K
TF
1057
Tompkins Financial
New York
$42.7K
BAM
1058
Bellevue Asset Management
Washington
$41.7K
HWM
1059
Hemington Wealth Management
Virginia
$39K
DF
1060
Dunhill Financial
United Kingdom
$38.3K
OA
1061
Operose Advisors
Wisconsin
$36K
VWWMG
1062
Vermillion & White Wealth Management Group
Pennsylvania
$35.6K
IWP
1063
IAG Wealth Partners
Wisconsin
$35.1K
TC
1064
Truvestments Capital
Florida
$34.8K
ATC
1065
Advantage Trust Company
Kansas
$32.2K
HCM
1066
Horrell Capital Management
Arkansas
$32K
BHWM
1067
Beaird Harris Wealth Management
Texas
$31.7K
SCA
1068
Stuart Chaussee & Associates
California
$30.6K
RWM
1069
Rialto Wealth Management
New York
$30.5K
NWM
1070
Nova Wealth Management
Florida
$29.7K
KGP
1071
Keystone Global Partners
Colorado
$29.5K
SWIG
1072
Strategic Wealth Investment Group
Kentucky
$29K
AWM
1073
Accredited Wealth Management
Kentucky
$28.8K
RA
1074
Rise Advisors
New York
$28.6K
PWAM
1075
Private Wealth Asset Management
Iowa
$28.5K