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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
VC
101
Vicus Capital
Pennsylvania
$19.4M
Natixis Advisors
102
Natixis Advisors
Massachusetts
$19.1M
AI
103
Atria Investments
North Carolina
$19M
AWS
104
Atria Wealth Solutions
New York
$18.8M
CAL
105
Capital Advisors Ltd
Ohio
$18.6M
DC
106
Davenport & Co
Virginia
$18.5M
CFO
107
Custos Family Office
Texas
$18.2M
IWC
108
Integrated Wealth Concepts
Massachusetts
$18.2M
MCB
109
Morton Community Bank
Illinois
$18.1M
CPSAC
110
Chas P. Smith & Associates (CPS)
Florida
$18M
FDP
111
Financiere des Professionnels
Quebec, Canada
$17.8M
FHA
112
First Horizon Advisors
Tennessee
$17.8M
HWM
113
HB Wealth Management
Georgia
$17.5M
CTA
114
Colonial Trust Advisors
South Carolina
$16.7M
RWA
115
Rooted Wealth Advisors
Illinois
$16.6M
MCM
116
MAI Capital Management
Ohio
$16.4M
Envestnet Portfolio Solutions
117
Envestnet Portfolio Solutions
Illinois
$16.3M
PFS
118
Prospera Financial Services
Texas
$15.7M
CP
119
Capital Planning
Washington
$15.5M
OS
120
Objectivity Squared
South Carolina
$15.4M
PAG
121
Powers Advisory Group
Illinois
$15.4M
WDL
122
Well Done LLC
Michigan
$15.4M
TWG
123
The Wealth Group
Minnesota
$15.4M
EWA
124
EverSource Wealth Advisors
Alabama
$15.3M
TWA
125
Tandem Wealth Advisors
Arizona
$15.3M