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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
BAAM
176
Baker Avenue Asset Management
California
$11.7M
Cerity Partners
177
Cerity Partners
New York
$11.6M
CT
178
Colonial Trust
South Carolina
$11.6M
SI
179
Stephens Inc
Arkansas
$11.6M
VA
180
Valmark Advisers
Ohio
$11.3M
TWA
181
Talisman Wealth Advisors
New Jersey
$11.3M
FF
182
Fairway Financial
Florida
$11.2M
KAM
183
Knightsbridge Asset Management
California
$11.2M
GFA
184
Gallagher Fiduciary Advisors
Illinois
$11.1M
CA
185
COFG Advisors
Illinois
$11M
BAH
186
Beacon Advisors Holdings
Texas
$10.9M
OIA
187
OneDigital Investment Advisors
Kansas
$10.9M
TFS
188
Targeted Financial Services
Florida
$10.9M
CCWM
189
Correct Capital Wealth Management
Missouri
$10.9M
PF
190
Prota Financial
Texas
$10.8M
KAS
191
KPP Advisory Services
Kentucky
$10.8M
SWP
192
Strategic Wealth Partners
Ohio
$10.6M
ASN
193
Advisory Services Network
Georgia
$10.6M
CFA
194
Churchill Financial Advisors
Kentucky
$10.5M
PGAM
195
Princeton Global Asset Management
New Jersey
$10.5M
TFS
196
Thoroughbred Financial Services
Tennessee
$10.5M
AssetMark Inc
197
AssetMark Inc
California
$10.4M
FFP
198
Forbes Financial Planning
Rhode Island
$10.4M
EL
199
EQ LLC
Washington
$10.4M
LFA
200
Legacy Financial Advisors
Kentucky
$10.2M