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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
MA
151
Modus Advisors
Minnesota
$12M
LFA
152
Legacy Financial Advisors
Kentucky
$11.9M
PAS
153
Park Avenue Securities
New York
$11.9M
SWP
154
Strategic Wealth Partners
Ohio
$11.9M
PPWP
155
Premier Path Wealth Partners
New Jersey
$11.8M
AA
156
Argent Advisors
Louisiana
$11.7M
SC
157
SouthState Corp
Florida
$11.6M
PCM
158
Perritt Capital Management
Illinois
$11.5M
PGAM
159
Princeton Global Asset Management
New Jersey
$11.5M
BCI
160
Brinker Capital Investments
Pennsylvania
$11.4M
TWG
161
The Wealth Group
Minnesota
$11.3M
KWM
162
Kingsview Wealth Management
Oregon
$11.3M
CPSAC
163
Chas P. Smith & Associates (CPS)
Florida
$11.3M
LWA
164
LifeGoal Wealth Advisors
New York
$11.2M
CWM
165
Cornerstone Wealth Management
Missouri
$11.2M
FFP
166
FourThought Financial Partners
Florida
$11.1M
SMF
167
Sterling Manor Financial
New York
$11.1M
CT
168
Colonial Trust
South Carolina
$11M
GIA
169
Gladstone Institutional Advisory
Florida
$10.9M
KPWS
170
Kestra Private Wealth Services
Texas
$10.9M
KAM
171
Knightsbridge Asset Management
California
$10.9M
CFO
172
Custos Family Office
Texas
$10.8M
FA
173
Flagstar Advisors
New York
$10.8M
IC
174
IEQ Capital
California
$10.7M
SFP
175
Shepherd Financial Partners
Massachusetts
$10.7M