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iShares Core Dividend Growth ETF

1,258 hedge funds and large institutions have $20.5B invested in iShares Core Dividend Growth ETF in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 520 increasing their positions, 374 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,258
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
128
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$110M
Puts
$7.91M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
151
Dynamic Advisor Solutions
Arizona
$14.1M
BCM
152
Barometer Capital Management
Ontario, Canada
$13.8M
BFA
153
Beaumont Financial Advisors
Massachusetts
$13.8M
HCP
154
Holt Capital Partners
Texas
$13.7M
KOMWMG
155
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$13.6M
PGAM
156
Princeton Global Asset Management
New Jersey
$13.5M
FA
157
FC Advisory
Pennsylvania
$13.4M
LWA
158
LifeGoal Wealth Advisors
New York
$13.4M
SC
159
SouthState Corp
Florida
$13.3M
AA
160
Argent Advisors
Louisiana
$13.2M
PJWM
161
Philip James Wealth Mangement
Georgia
$13.1M
MWM
162
Meridian Wealth Management
Kentucky
$13.1M
WP
163
WealthShield Partners
North Carolina
$12.9M
SIM
164
Stratos Investment Management
Ohio
$12.9M
HPC
165
HM Payson & Co
Maine
$12.9M
KAS
166
KPP Advisory Services
Kentucky
$12.5M
JAG
167
Journey Advisory Group
Kentucky
$12.5M
CIAS
168
Capital Investment Advisory Services
North Carolina
$12.2M
AF
169
Allworth Financial
California
$12.1M
RWP
170
Ridgecrest Wealth Partners
California
$12M
BCI
171
Brinker Capital Investments
Pennsylvania
$12M
SL
172
Sentinus LLC
Illinois
$11.8M
LFA
173
Legacy Financial Advisors
Kentucky
$11.8M
Cerity Partners
174
Cerity Partners
New York
$11.7M
GIA
175
Gladstone Institutional Advisory
Florida
$11.7M