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iShares Core Dividend Growth ETF

1,160 hedge funds and large institutions have $19B invested in iShares Core Dividend Growth ETF in 2025 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 488 increasing their positions, 388 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,160
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
AM
151
Atwater Malick
Pennsylvania
$12.1M
MA
152
Modus Advisors
Minnesota
$12M
LFA
153
Legacy Financial Advisors
Kentucky
$11.9M
PAS
154
Park Avenue Securities
New York
$11.9M
SWP
155
Strategic Wealth Partners
Ohio
$11.9M
PPWP
156
Premier Path Wealth Partners
New Jersey
$11.8M
AA
157
Argent Advisors
Louisiana
$11.7M
SC
158
SouthState Corp
Florida
$11.6M
PCM
159
Perritt Capital Management
Illinois
$11.5M
PGAM
160
Princeton Global Asset Management
New Jersey
$11.5M
BCI
161
Brinker Capital Investments
Pennsylvania
$11.4M
TWG
162
The Wealth Group
Minnesota
$11.3M
KWM
163
Kingsview Wealth Management
Oregon
$11.3M
CPSAC
164
Chas P. Smith & Associates (CPS)
Florida
$11.3M
LWA
165
LifeGoal Wealth Advisors
New York
$11.2M
CWM
166
Cornerstone Wealth Management
Missouri
$11.2M
FFP
167
FourThought Financial Partners
Florida
$11.1M
SMF
168
Sterling Manor Financial
New York
$11.1M
CT
169
Colonial Trust
South Carolina
$11M
GIA
170
Gladstone Institutional Advisory
Florida
$10.9M
KPWS
171
Kestra Private Wealth Services
Texas
$10.9M
KAM
172
Knightsbridge Asset Management
California
$10.9M
CFO
173
Custos Family Office
Texas
$10.8M
FA
174
Flagstar Advisors
New York
$10.8M
IC
175
IEQ Capital
California
$10.7M