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iShares Core Dividend Growth ETF

1,148 hedge funds and large institutions have $17.8B invested in iShares Core Dividend Growth ETF in 2025 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 521 increasing their positions, 343 reducing their positions, and 61 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:

0.72% more ownership

Funds ownership: 54.93%55.65% (+0.72%)

5% less capital invested

Capital invested by funds: $18.7B → $17.8B (-$885M)

7% less funds holding in top 10

Funds holding in top 10: 114106 (-8)

Holders
1,148
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$103M
Puts
$1.73M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
201
Forte Asset Management
New York
$8.09M
SI
202
Stephens Inc
Arkansas
$7.96M
CA
203
Crumly & Associates
Illinois
$7.93M
RFM
204
Royal Fund Management
Florida
$7.89M
CBT
205
Crews Bank & Trust
Florida
$7.82M
PWA
206
Physician Wealth Advisors
Utah
$7.7M
DIA
207
Davidson Investment Advisors
Montana
$7.7M
AWM
208
Aprio Wealth Management
Georgia
$7.66M
YWS
209
Yarger Wealth Strategies
Ohio
$7.65M
MFG
210
Merit Financial Group
Georgia
$7.64M
IC
211
IEQ Capital
California
$7.6M
ADL
212
Asset Dedication LLC
California
$7.57M
MF
213
Meridian Financial
Massachusetts
$7.55M
TWA
214
Talisman Wealth Advisors
New Jersey
$7.5M
AWE
215
Avidian Wealth Enterprises
Texas
$7.49M
AGA
216
Arkos Global Advisors
Texas
$7.48M
CAM
217
Cresset Asset Management
Illinois
$7.48M
HAG
218
HF Advisory Group
Maryland
$7.45M
CBA
219
Coastal Bridge Advisors
Connecticut
$7.44M
BRWA
220
B. Riley Wealth Advisors
Florida
$7.44M
SFA
221
Sequoia Financial Advisors
Ohio
$7.36M
MC
222
Matisse Capital
Oregon
$7.36M
Northern Trust
223
Northern Trust
Illinois
$7.36M
CWP
224
Concord Wealth Partners
Virginia
$7.35M
CAMV
225
Concord Asset Management (Virginia)
Virginia
$7.35M