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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
GJIA
1051
Glass Jacobson Investment Advisors
Maryland
$51.5K
EWP
1052
Elevation Wealth Partners
California
$49.8K
FM
1053
Family Management
New York
$49.3K
AIM
1054
Access Investment Management
Georgia
$48.6K
JFA
1055
JNBA Financial Advisors
Minnesota
$48.3K
PFM
1056
Phillips Financial Management
Indiana
$48K
OPTFSNA
1057
Old Point Trust & Financial Services N A
Virginia
$48K
DWM
1058
Darwin Wealth Management
Florida
$43.1K
TF
1059
Tompkins Financial
New York
$42.7K
BAM
1060
Bellevue Asset Management
Washington
$41.7K
HWM
1061
Hemington Wealth Management
Virginia
$39K
DF
1062
Dunhill Financial
United Kingdom
$38.3K
OA
1063
Operose Advisors
Wisconsin
$36K
VWWMG
1064
Vermillion & White Wealth Management Group
Pennsylvania
$35.6K
IWP
1065
IAG Wealth Partners
Wisconsin
$35.1K
TC
1066
Truvestments Capital
Florida
$34.8K
ATC
1067
Advantage Trust Company
Kansas
$32.2K
HCM
1068
Horrell Capital Management
Arkansas
$32K
BHWM
1069
Beaird Harris Wealth Management
Texas
$31.7K
SCA
1070
Stuart Chaussee & Associates
California
$30.6K
RWM
1071
Rialto Wealth Management
New York
$30.5K
NWM
1072
Nova Wealth Management
Florida
$29.7K
KGP
1073
Keystone Global Partners
Colorado
$29.5K
SWIG
1074
Strategic Wealth Investment Group
Kentucky
$29K
AWM
1075
Accredited Wealth Management
Kentucky
$28.8K