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iShares Core Dividend Growth ETF

1,165 hedge funds and large institutions have $19.1B invested in iShares Core Dividend Growth ETF in 2025 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 488 increasing their positions, 389 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,165
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
107
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
AFG
101
Allegheny Financial Group
Pennsylvania
$21.2M
RSWM
102
Robertson Stephens Wealth Management
California
$21.1M
CAL
103
Capital Advisors Ltd
Ohio
$20.7M
DC
104
Davenport & Co
Virginia
$20.2M
HWM
105
HB Wealth Management
Georgia
$19.8M
IWC
106
Integrated Wealth Concepts
Massachusetts
$19.7M
MCM
107
MAI Capital Management
Ohio
$19.5M
WIM
108
WealthPlan Investment Management
Nebraska
$19.4M
CTA
109
Colonial Trust Advisors
South Carolina
$19M
MCB
110
Morton Community Bank
Illinois
$19M
RWA
111
Rooted Wealth Advisors
Illinois
$18.5M
PFS
112
Prospera Financial Services
Texas
$18.4M
OS
113
Objectivity Squared
South Carolina
$17.8M
PAG
114
Powers Advisory Group
Illinois
$17.7M
EWA
115
EverSource Wealth Advisors
Alabama
$17.3M
FDP
116
Financiere des Professionnels
Quebec, Canada
$16.7M
ES
117
Eagle Strategies
New York
$16.5M
CP
118
Capital Planning
Washington
$16.3M
MA
119
Mutual Advisors
Nebraska
$16.3M
TWA
120
Tandem Wealth Advisors
Arizona
$16.1M
RWP
121
Ridgecrest Wealth Partners
California
$16.1M
WDL
122
Well Done LLC
Michigan
$16M
GRP
123
Global Retirement Partners
California
$16M
WP
124
WealthPLAN Partners
Nebraska
$15.8M
PP
125
PFS Partners
New Jersey
$15.6M