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iShares Core Dividend Growth ETF

1,144 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 112 funds opening new positions, 519 increasing their positions, 342 reducing their positions, and 62 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:

0.58% more ownership

Funds ownership: 54.93%55.5% (+0.58%)

5% less capital invested

Capital invested by funds: $18.7B → $17.8B (-$934M)

8% less funds holding in top 10

Funds holding in top 10: 114105 (-9)

Holders
1,144
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
105
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
SIM
151
Stratos Investment Management
Ohio
$11.8M
SMF
152
Sterling Manor Financial
New York
$11.8M
LFA
153
Legacy Financial Advisors
Kentucky
$11.8M
HCP
154
Holt Capital Partners
Texas
$11.8M
JAG
155
Journey Advisory Group
Kentucky
$11.7M
CIAS
156
Capital Investment Advisory Services
North Carolina
$11.4M
AF
157
Allworth Financial
California
$11.4M
MA
158
Modus Advisors
Minnesota
$11.1M
PPWP
159
Premier Path Wealth Partners
New Jersey
$11.1M
PGAM
160
Princeton Global Asset Management
New Jersey
$11.1M
SWP
161
Strategic Wealth Partners
Ohio
$11M
SC
162
Savant Capital
Illinois
$11M
AA
163
Argent Advisors
Louisiana
$10.9M
KAM
164
Knightsbridge Asset Management
California
$10.6M
PCM
165
Perritt Capital Management
Illinois
$10.6M
CWM
166
Cornerstone Wealth Management
Missouri
$10.6M
TFS
167
Thoroughbred Financial Services
Tennessee
$10.4M
GIA
168
Gladstone Institutional Advisory
Florida
$10.3M
LWA
169
LifeGoal Wealth Advisors
New York
$10.2M
SFP
170
Shepherd Financial Partners
Massachusetts
$10.1M
CT
171
Colonial Trust
South Carolina
$10.1M
IAN
172
Integrated Advisors Network
Texas
$10.1M
EFS
173
Essex Financial Services
Connecticut
$10M
KPWS
174
Kestra Private Wealth Services
Texas
$10M
SWA
175
SOA Wealth Advisors
New York
$9.99M