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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
CWM
176
Cornerstone Wealth Management
Missouri
$11.5M
APWA
177
Atlas Private Wealth Advisors
New Jersey
$11.4M
SF
178
Summit Financial
New Jersey
$11.4M
CT
179
Colonial Trust
South Carolina
$11.3M
TWM
180
TriaGen Wealth Management
California
$11.3M
SMF
181
Sterling Manor Financial
New York
$11.2M
PPWP
182
Premier Path Wealth Partners
New Jersey
$11.2M
BAAM
183
Baker Avenue Asset Management
California
$11.2M
TFS
184
Targeted Financial Services
Florida
$11.2M
FF
185
Fairway Financial
Florida
$11.1M
SI
186
Stephens Inc
Arkansas
$10.8M
MA
187
Modus Advisors
Minnesota
$10.8M
CA
188
COFG Advisors
Illinois
$10.7M
BAH
189
Beacon Advisors Holdings
Texas
$10.6M
SC
190
Savant Capital
Illinois
$10.6M
EFS
191
Essex Financial Services
Connecticut
$10.5M
TFS
192
Thoroughbred Financial Services
Tennessee
$10.4M
OIA
193
OneDigital Investment Advisors
Kansas
$10.2M
AssetMark Inc
194
AssetMark Inc
California
$10.2M
SVWAG
195
Sound View Wealth Advisors Group
Georgia
$10.2M
TWA
196
Talisman Wealth Advisors
New Jersey
$10.1M
SWA
197
SOA Wealth Advisors
New York
$10M
ACA
198
Aptus Capital Advisors
Alabama
$10M
CCP
199
Clarkston Capital Partners
Michigan
$10M
SFP
200
Shepherd Financial Partners
Massachusetts
$9.99M