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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
WP
151
WealthShield Partners
North Carolina
$11.9M
SIM
152
Stratos Investment Management
Ohio
$11.8M
SMF
153
Sterling Manor Financial
New York
$11.8M
LFA
154
Legacy Financial Advisors
Kentucky
$11.8M
HCP
155
Holt Capital Partners
Texas
$11.8M
JAG
156
Journey Advisory Group
Kentucky
$11.7M
CIAS
157
Capital Investment Advisory Services
North Carolina
$11.4M
AF
158
Allworth Financial
California
$11.4M
MA
159
Modus Advisors
Minnesota
$11.1M
PPWP
160
Premier Path Wealth Partners
New Jersey
$11.1M
PGAM
161
Princeton Global Asset Management
New Jersey
$11.1M
SWP
162
Strategic Wealth Partners
Ohio
$11M
SC
163
Savant Capital
Illinois
$11M
AA
164
Argent Advisors
Louisiana
$10.9M
KAM
165
Knightsbridge Asset Management
California
$10.6M
PCM
166
Perritt Capital Management
Illinois
$10.6M
CWM
167
Cornerstone Wealth Management
Missouri
$10.6M
TFS
168
Thoroughbred Financial Services
Tennessee
$10.4M
GIA
169
Gladstone Institutional Advisory
Florida
$10.3M
LWA
170
LifeGoal Wealth Advisors
New York
$10.2M
SFP
171
Shepherd Financial Partners
Massachusetts
$10.1M
CT
172
Colonial Trust
South Carolina
$10.1M
IAN
173
Integrated Advisors Network
Texas
$10.1M
EFS
174
Essex Financial Services
Connecticut
$10M
KPWS
175
Kestra Private Wealth Services
Texas
$10M