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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
WA
1101
Whipplewood Advisors
Colorado
$15.9K
FRA
1102
Front Row Advisors
California
$15.2K
CAM
1103
Costello Asset Management
Pennsylvania
$15K
WSCM
1104
Wellington Shields Capital Management
New York
$14.7K
TPWA
1105
Twin Peaks Wealth Advisors
California
$13.9K
CT
1106
Clearstead Trust
Maine
$13.2K
CIAS
1107
CBIZ Investment Advisory Services
Ohio
$13.2K
CPG
1108
Cornerstone Planning Group
New Jersey
$12.9K
TIM
1109
Tortoise Investment Management
New York
$12.8K
GBT
1110
Grove Bank & Trust
Florida
$12.8K
BIA
1111
Bell Investment Advisors
California
$12.3K
BFPW
1112
BOK Financial Private Wealth
Colorado
$11.5K
PPA
1113
Painted Porch Advisors
California
$11.2K
KFP
1114
Keener Financial Planning
Texas
$11K
SN
1115
Sittner & Nelson
Oregon
$10.7K
AWM
1116
Abound Wealth Management
Tennessee
$10.6K
CT
1117
Caldwell Trust
Florida
$10.6K
PP
1118
Pacifica Partners
Canada
$10.2K
POIA
1119
Pin Oak Investment Advisors
Texas
$10K
T
1120
Transce3nd
Texas
$9.27K
MWA
1121
Moser Wealth Advisors
Washington
$9.08K
BFP
1122
Briaud Financial Planning
Texas
$7K
BTD
1123
BankPlus Trust Department
Mississippi
$6.01K
NA
1124
Nordwand Advisors
Pennsylvania
$5.96K
IHWM
1125
Iron Horse Wealth Management
Iowa
$5.56K