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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
RWP
126
Ridgecrest Wealth Partners
California
$15.2M
Mercer Global Advisors
127
Mercer Global Advisors
Colorado
$15.1M
ES
128
Eagle Strategies
New York
$15.1M
MA
129
Mutual Advisors
Nebraska
$15M
DAS
130
Dynamic Advisor Solutions
Arizona
$14.8M
WP
131
WealthPLAN Partners
Nebraska
$14.6M
PP
132
PFS Partners
New Jersey
$14.6M
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$14.2M
JWM
134
Jackson Wealth Management
Florida
$14.2M
BTWM
135
Brass Tax Wealth Management
Ohio
$14M
AWM
136
Accel Wealth Management
Iowa
$13.8M
GRP
137
Global Retirement Partners
California
$13.8M
AF
138
Apexium Financial
Texas
$13.7M
FA
139
Flagstar Advisors
New York
$13.7M
PA
140
PSI Advisors
Florida
$13.3M
PJWM
141
Philip James Wealth Mangement
Georgia
$13.2M
IA
142
IFS Advisors
Kansas
$13.2M
VCP
143
Verus Capital Partners
Arizona
$13.1M
CFP
144
Cypress Financial Planning
New Jersey
$12.5M
BFA
145
Beaumont Financial Advisors
Massachusetts
$12.5M
GAM
146
Gotham Asset Management
New York
$12.4M
DI
147
DDFG Inc
California
$12.4M
KOMWMG
148
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$12.2M
MWM
149
Meridian Wealth Management
Kentucky
$12.1M
FA
150
FC Advisory
Pennsylvania
$12.1M