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iShares Core Dividend Growth ETF

1,136 hedge funds and large institutions have $17.7B invested in iShares Core Dividend Growth ETF in 2025 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 515 increasing their positions, 341 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,136
Holders Change
+28
Holders Change %
+2.53%
% of All Funds
15.24%
Holding in Top 10
105
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.08%
% of All Funds
1.41%
New
110
Increased
515
Reduced
341
Closed
61
Calls
$103M
Puts
$1.73M
Net Calls
+$101M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Shares
Change %
SA
1076
Scarborough Advisors
Maryland
$23K +$23K +360 New
LWMI
1077
Legacy Wealth Management (Idaho)
Idaho
$22.6K
LIS
1078
Legacy Investment Solutions
Idaho
$22.6K +$22.6K +354 New
DPW
1079
DiNuzzo Private Wealth
Pennsylvania
$20.2K
KFGG
1080
Keystone Financial Group (Georgia)
Georgia
$19.8K
RIA
1081
Realta Investment Advisors
Delaware
$19.3K +$12.8K +200 +196%
AW
1082
Avion Wealth
Texas
$19K
AWM
1083
Angeles Wealth Management
California
$18.2K +$18.2K +285 New
BCM
1084
Boreal Capital Management
Florida
$18K +$18K +282 New
IBOK
1085
Independence Bank of Kentucky
Kentucky
$17.9K -$14.4K -225 -45%
MSFP
1086
Mark Sheptoff Financial Planning
Connecticut
$17.9K
PPC
1087
Park Place Capital
Alabama
$16.7K +$16.7K +258 New
PK
1088
Pflug Koory
Nebraska
$16.4K
TFGT
1089
TS Financial Group (TSFG)
Illinois
$16K
WA
1090
Whipplewood Advisors
Colorado
$15.9K +$15.9K +249 New
FRA
1091
Front Row Advisors
California
$15.2K +$15.2K +238 New
CAM
1092
Costello Asset Management
Pennsylvania
$15K
WSCM
1093
Wellington Shields Capital Management
New York
$14.7K
TPWA
1094
Twin Peaks Wealth Advisors
California
$13.9K +$13.9K +212 New
CT
1095
Clearstead Trust
Maine
$13.2K +$13.2K +207 New
CIAS
1096
CBIZ Investment Advisory Services
Ohio
$13.2K
CPG
1097
Cornerstone Planning Group
New Jersey
$12.9K -$19.7K -305 -61%
TIM
1098
Tortoise Investment Management
New York
$12.8K
GBT
1099
Grove Bank & Trust
Florida
$12.8K
BIA
1100
Bell Investment Advisors
California
$12.3K