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iShares Core Dividend Growth ETF

1,155 hedge funds and large institutions have $19B invested in iShares Core Dividend Growth ETF in 2025 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 486 increasing their positions, 387 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
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
$107M
Puts
$1.65M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
101
Robertson Stephens Wealth Management
California
$21.1M
CAL
102
Capital Advisors Ltd
Ohio
$20.7M
DC
103
Davenport & Co
Virginia
$20.2M
HWM
104
HB Wealth Management
Georgia
$19.8M
IWC
105
Integrated Wealth Concepts
Massachusetts
$19.7M
MCM
106
MAI Capital Management
Ohio
$19.5M
WIM
107
WealthPlan Investment Management
Nebraska
$19.4M
CTA
108
Colonial Trust Advisors
South Carolina
$19M
MCB
109
Morton Community Bank
Illinois
$19M
RWA
110
Rooted Wealth Advisors
Illinois
$18.5M
PFS
111
Prospera Financial Services
Texas
$18.4M
OS
112
Objectivity Squared
South Carolina
$17.8M
PAG
113
Powers Advisory Group
Illinois
$17.7M
EWA
114
EverSource Wealth Advisors
Alabama
$17.3M
FDP
115
Financiere des Professionnels
Quebec, Canada
$16.7M
ES
116
Eagle Strategies
New York
$16.5M
CP
117
Capital Planning
Washington
$16.3M
MA
118
Mutual Advisors
Nebraska
$16.3M
TWA
119
Tandem Wealth Advisors
Arizona
$16.1M
RWP
120
Ridgecrest Wealth Partners
California
$16.1M
WDL
121
Well Done LLC
Michigan
$16M
GRP
122
Global Retirement Partners
California
$16M
WP
123
WealthPLAN Partners
Nebraska
$15.8M
PP
124
PFS Partners
New Jersey
$15.6M
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$15.5M