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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
CAM
1101
Costello Asset Management
Pennsylvania
$15K
WSCM
1102
Wellington Shields Capital Management
New York
$14.7K
TPWA
1103
Twin Peaks Wealth Advisors
California
$13.9K
CT
1104
Clearstead Trust
Maine
$13.2K
CIAS
1105
CBIZ Investment Advisory Services
Ohio
$13.2K
CPG
1106
Cornerstone Planning Group
New Jersey
$12.9K
GBT
1107
Grove Bank & Trust
Florida
$12.8K
TIM
1108
Tortoise Investment Management
New York
$12.8K
BIA
1109
Bell Investment Advisors
California
$12.3K
BFPW
1110
BOK Financial Private Wealth
Colorado
$11.5K
PPA
1111
Painted Porch Advisors
California
$11.2K
KFP
1112
Keener Financial Planning
Texas
$11K
SN
1113
Sittner & Nelson
Oregon
$10.7K
AWM
1114
Abound Wealth Management
Tennessee
$10.6K
CT
1115
Caldwell Trust
Florida
$10.6K
PP
1116
Pacifica Partners
Canada
$10.2K
POIA
1117
Pin Oak Investment Advisors
Texas
$10K
T
1118
Transce3nd
Texas
$9.27K
MWA
1119
Moser Wealth Advisors
Washington
$9.08K
BFP
1120
Briaud Financial Planning
Texas
$7K
BTD
1121
BankPlus Trust Department
Mississippi
$6.01K
NA
1122
Nordwand Advisors
Pennsylvania
$5.96K
IHWM
1123
Iron Horse Wealth Management
Iowa
$5.56K
DFA
1124
DHJJ Financial Advisors
Illinois
$5.31K
IMC
1125
Investment Management Corporation
Virginia
$4.99K