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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
JWM
126
Jackson Wealth Management
Florida
$15.4M
AWM
127
Accel Wealth Management
Iowa
$15.2M
AI
128
Atria Investments
North Carolina
$15M
AF
129
Apexium Financial
Texas
$15M
TGAM
130
TBH Global Asset Management
Tennessee
$14.9M
Mercer Global Advisors
131
Mercer Global Advisors
Colorado
$14.9M
PA
132
PSI Advisors
Florida
$14.9M
GAM
133
Gotham Asset Management
New York
$14.5M
VCP
134
Verus Capital Partners
Arizona
$14.5M
Envestnet Portfolio Solutions
135
Envestnet Portfolio Solutions
Illinois
$14.4M
KAS
136
KPP Advisory Services
Kentucky
$14.2M
IA
137
IFS Advisors
Kansas
$14M
DAS
138
Dynamic Advisor Solutions
Arizona
$13.6M
BFA
139
Beaumont Financial Advisors
Massachusetts
$13.4M
CFP
140
Cypress Financial Planning
New Jersey
$13.3M
KOMWMG
141
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$13M
FA
142
FC Advisory
Pennsylvania
$13M
PJWM
143
Philip James Wealth Mangement
Georgia
$12.9M
MWM
144
Meridian Wealth Management
Kentucky
$12.9M
WP
145
WealthShield Partners
North Carolina
$12.7M
HCP
146
Holt Capital Partners
Texas
$12.5M
CIAS
147
Capital Investment Advisory Services
North Carolina
$12.4M
SIM
148
Stratos Investment Management
Ohio
$12.4M
JAG
149
Journey Advisory Group
Kentucky
$12.4M
AM
150
Atwater Malick
Pennsylvania
$12.1M