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iShares Core Dividend Growth ETF

1,292 hedge funds and large institutions have $21.5B invested in iShares Core Dividend Growth ETF in 2026 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 564 increasing their positions, 409 reducing their positions, and 52 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:

5% more capital invested

Capital invested by funds: $20.5B → $21.5B (+$977M)

0.18% more ownership

Funds ownership: 57.2%57.39% (+0.18%)

6% less funds holding in top 10

Funds holding in top 10: 132124 (-8)

Holders
1,292
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
124
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$129M
Puts
$16.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1176
Synergy Investment Management
Florida
$56.8K
TWM
1177
Tripletail Wealth Management
Florida
$56.2K
EWP
1178
Elevation Wealth Partners
California
$55.6K
ATPW
1179
Ashton Thomas Private Wealth
Arizona
$55K
FM
1180
Family Management
New York
$54.1K
AIM
1181
Access Investment Management
Georgia
$53.3K
PFM
1182
Phillips Financial Management
Indiana
$52.7K
CWP
1183
Clark Wealth Partners
Illinois
$52.2K
BAM
1184
Bellevue Asset Management
Washington
$51.1K
MWM
1185
Magnolia Wealth Management
Alabama
$48.6K
HWA
1186
Heritage Wealth Advisors
Virginia
$48.1K
JFA
1187
JNBA Financial Advisors
Minnesota
$48K
DWM
1188
Darwin Wealth Management
Florida
$47.9K
MSFP
1189
Mark Sheptoff Financial Planning
Connecticut
$47.9K
HHGA
1190
Halbert Hargrove Global Advisors
California
$47.6K
TF
1191
Tompkins Financial
New York
$46.9K
MWA
1192
Medallion Wealth Advisors
Connecticut
$41.9K
IWP
1193
IAG Wealth Partners
Wisconsin
$41.5K
GWSA
1194
Global Wealth Strategies & Associates
Colorado
$39.9K
OA
1195
Operose Advisors
Wisconsin
$39.5K
DFA
1196
DHJJ Financial Advisors
Illinois
$37.4K
PFBT
1197
Parkside Financial Bank & Trust
Missouri
$37.2K
CTB
1198
Country Trust Bank
Illinois
$35.8K
WA
1199
Walsh & Associates
Florida
$35.8K
HCM
1200
Horrell Capital Management
Arkansas
$35.1K