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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, 489 increasing their positions, 388 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
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$15.5M
JWM
127
Jackson Wealth Management
Florida
$15.4M
AWM
128
Accel Wealth Management
Iowa
$15.2M
AI
129
Atria Investments
North Carolina
$15M
AF
130
Apexium Financial
Texas
$15M
TGAM
131
TBH Global Asset Management
Tennessee
$14.9M
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$14.9M
PA
133
PSI Advisors
Florida
$14.9M
GAM
134
Gotham Asset Management
New York
$14.5M
VCP
135
Verus Capital Partners
Arizona
$14.5M
Envestnet Portfolio Solutions
136
Envestnet Portfolio Solutions
Illinois
$14.4M
KAS
137
KPP Advisory Services
Kentucky
$14.2M
IA
138
IFS Advisors
Kansas
$14M
DAS
139
Dynamic Advisor Solutions
Arizona
$13.6M
BFA
140
Beaumont Financial Advisors
Massachusetts
$13.4M
CFP
141
Cypress Financial Planning
New Jersey
$13.3M
KOMWMG
142
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$13M
FA
143
FC Advisory
Pennsylvania
$13M
PJWM
144
Philip James Wealth Mangement
Georgia
$12.9M
MWM
145
Meridian Wealth Management
Kentucky
$12.9M
WP
146
WealthShield Partners
North Carolina
$12.7M
HCP
147
Holt Capital Partners
Texas
$12.5M
CIAS
148
Capital Investment Advisory Services
North Carolina
$12.4M
SIM
149
Stratos Investment Management
Ohio
$12.4M
JAG
150
Journey Advisory Group
Kentucky
$12.4M