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iShares Core Dividend Growth ETF

1,292 hedge funds and large institutions have $21.5B invested in iShares Core Dividend Growth ETF in 2026 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 564 increasing their positions, 409 reducing their positions, and 52 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:

5% more capital invested

Capital invested by funds: $20.5B → $21.5B (+$977M)

0.18% more ownership

Funds ownership: 57.2%57.39% (+0.18%)

6% less funds holding in top 10

Funds holding in top 10: 132124 (-8)

Holders
1,292
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
124
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$129M
Puts
$16.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
126
Cypress Financial Planning
New Jersey
$18.2M
CP
127
Capital Planning
Washington
$18.1M
AI
128
Atria Investments
North Carolina
$18.1M
OS
129
Objectivity Squared
South Carolina
$18M
AM
130
Atwater Malick
Pennsylvania
$17.6M
RWA
131
Rooted Wealth Advisors
Illinois
$17.4M
VCP
132
Verus Capital Partners
Arizona
$17.3M
MA
133
Mutual Advisors
Nebraska
$17.2M
AWM
134
Accel Wealth Management
Iowa
$17.1M
IA
135
IFS Advisors
Kansas
$16.9M
CWWM
136
Clear Wave Wealth Management
New Jersey
$16.6M
PA
137
PSI Advisors
Florida
$16.4M
JWM
138
Jackson Wealth Management
Florida
$16.2M
PP
139
PFS Partners
New Jersey
$16.2M
KPWS
140
Kestra Private Wealth Services
Texas
$16M
TFS
141
truNorth Financial Services
Pennsylvania
$15.9M
TWA
142
Tandem Wealth Advisors
Arizona
$15.9M
FFP
143
FourThought Financial Partners
Florida
$15.8M
WDL
144
Well Done LLC
Michigan
$15.5M
ES
145
Eagle Strategies
New York
$15.4M
Mercer Global Advisors
146
Mercer Global Advisors
Colorado
$15.1M
WP
147
WealthPLAN Partners
Nebraska
$15.1M
DAS
148
Dynamic Advisor Solutions
Arizona
$15M
TGAM
149
TBH Global Asset Management
Tennessee
$14.9M
LWA
150
LifeGoal Wealth Advisors
New York
$14.7M