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iShares Core Dividend Growth ETF

1,310 hedge funds and large institutions have $21.6B invested in iShares Core Dividend Growth ETF in 2026 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 570 increasing their positions, 417 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,310
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
125
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
LWA
151
LifeGoal Wealth Advisors
New York
$14.7M
Envestnet Portfolio Solutions
152
Envestnet Portfolio Solutions
Illinois
$14.5M
SIM
153
Stratos Investment Management
Ohio
$14.4M
FA
154
FC Advisory
Pennsylvania
$14M
KOMWMG
155
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$14M
BFA
156
Beaumont Financial Advisors
Massachusetts
$13.9M
AA
157
Argent Advisors
Louisiana
$13.8M
KIM
158
Karpus Investment Management
New York
$13.7M
HCP
159
Holt Capital Partners
Texas
$13.6M
MWM
160
Meridian Wealth Management
Kentucky
$13.6M
AWA
161
Arkadios Wealth Advisors
Georgia
$13.5M
SC
162
SouthState Corp
Florida
$13M
WP
163
WealthShield Partners
North Carolina
$13M
WIM
164
WealthPlan Investment Management
Nebraska
$12.6M
RWP
165
Ridgecrest Wealth Partners
California
$12.6M
JAG
166
Journey Advisory Group
Kentucky
$12.5M
SL
167
Sentinus LLC
Illinois
$12.3M
AF
168
Allworth Financial
California
$12.3M
SAM
169
SVRN Asset Management
Texas
$12.1M
TPWM
170
Twelve Points Wealth Management
Massachusetts
$11.9M
APWA
171
Atlas Private Wealth Advisors
New Jersey
$11.9M
SF
172
Summit Financial
New Jersey
$11.8M
GIA
173
Gladstone Institutional Advisory
Florida
$11.8M
Citigroup
174
Citigroup
New York
$11.8M
TWM
175
TriaGen Wealth Management
California
$11.8M