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iShares Core Dividend Growth ETF

1,292 hedge funds and large institutions have $21.5B invested in iShares Core Dividend Growth ETF in 2026 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 564 increasing their positions, 409 reducing their positions, and 52 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:

5% more capital invested

Capital invested by funds: $20.5B → $21.5B (+$977M)

0.18% more ownership

Funds ownership: 57.2%57.39% (+0.18%)

6% less funds holding in top 10

Funds holding in top 10: 132124 (-8)

Holders
1,292
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
124
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$129M
Puts
$16.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
151
Envestnet Portfolio Solutions
Illinois
$14.5M
SIM
152
Stratos Investment Management
Ohio
$14.4M
FA
153
FC Advisory
Pennsylvania
$14M
KOMWMG
154
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$14M
BFA
155
Beaumont Financial Advisors
Massachusetts
$13.9M
AA
156
Argent Advisors
Louisiana
$13.8M
KIM
157
Karpus Investment Management
New York
$13.7M
HCP
158
Holt Capital Partners
Texas
$13.6M
MWM
159
Meridian Wealth Management
Kentucky
$13.6M
AWA
160
Arkadios Wealth Advisors
Georgia
$13.5M
SC
161
SouthState Corp
Florida
$13M
WP
162
WealthShield Partners
North Carolina
$13M
WIM
163
WealthPlan Investment Management
Nebraska
$12.6M
RWP
164
Ridgecrest Wealth Partners
California
$12.6M
JAG
165
Journey Advisory Group
Kentucky
$12.5M
SL
166
Sentinus LLC
Illinois
$12.3M
AF
167
Allworth Financial
California
$12.3M
SAM
168
SVRN Asset Management
Texas
$12.1M
TPWM
169
Twelve Points Wealth Management
Massachusetts
$11.9M
APWA
170
Atlas Private Wealth Advisors
New Jersey
$11.9M
SF
171
Summit Financial
New Jersey
$11.8M
GIA
172
Gladstone Institutional Advisory
Florida
$11.8M
Citigroup
173
Citigroup
New York
$11.8M
TWM
174
TriaGen Wealth Management
California
$11.8M
CWM
175
Cornerstone Wealth Management
Missouri
$11.7M