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iShares Core Dividend Growth ETF

1,144 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, 519 increasing their positions, 342 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%55.5% (+0.58%)

5% less capital invested

Capital invested by funds: $18.7B → $17.8B (-$934M)

8% less funds holding in top 10

Funds holding in top 10: 114105 (-9)

Holders
1,144
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
Natixis Advisors
101
Natixis Advisors
Massachusetts
$19.1M
AI
102
Atria Investments
North Carolina
$19M
AWS
103
Atria Wealth Solutions
New York
$18.8M
CAL
104
Capital Advisors Ltd
Ohio
$18.6M
DC
105
Davenport & Co
Virginia
$18.5M
CFO
106
Custos Family Office
Texas
$18.2M
IWC
107
Integrated Wealth Concepts
Massachusetts
$18.2M
MCB
108
Morton Community Bank
Illinois
$18.1M
CPSAC
109
Chas P. Smith & Associates (CPS)
Florida
$18M
FDP
110
Financiere des Professionnels
Quebec, Canada
$17.8M
FHA
111
First Horizon Advisors
Tennessee
$17.8M
HWM
112
HB Wealth Management
Georgia
$17.5M
CTA
113
Colonial Trust Advisors
South Carolina
$16.7M
RWA
114
Rooted Wealth Advisors
Illinois
$16.6M
MCM
115
MAI Capital Management
Ohio
$16.4M
Envestnet Portfolio Solutions
116
Envestnet Portfolio Solutions
Illinois
$16.3M
PFS
117
Prospera Financial Services
Texas
$15.7M
CP
118
Capital Planning
Washington
$15.5M
OS
119
Objectivity Squared
South Carolina
$15.4M
PAG
120
Powers Advisory Group
Illinois
$15.4M
WDL
121
Well Done LLC
Michigan
$15.4M
TWG
122
The Wealth Group
Minnesota
$15.4M
EWA
123
EverSource Wealth Advisors
Alabama
$15.3M
TWA
124
Tandem Wealth Advisors
Arizona
$15.3M
RWP
125
Ridgecrest Wealth Partners
California
$15.2M