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iShares Core Dividend ETF

154 hedge funds and large institutions have $706M invested in iShares Core Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

7.54% less ownership

Funds ownership: 63.47%55.93% (-7.5%)

13% less capital invested

Capital invested by funds: $808M → $706M (-$103M)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
154
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$179K
Puts
$47K
Net Calls
Net Calls Change

Top Buyers

1 +$11.5M
2 +$8.74M
3 +$4.65M
4
Morgan Stanley
Morgan Stanley
New York
+$3.97M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.91M

Top Sellers

1 -$53.1M
2 -$43.9M
3 -$27.4M
4
IA
IFG Advisory
Georgia
-$14.9M
5
FWM
Foguth Wealth Management
Michigan
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$189M
Bank of America
2
Bank of America
North Carolina
$72.6M
SPIA
3
Steward Partners Investment Advisory
New York
$41.5M
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$30M
IWP
5
IAG Wealth Partners
Wisconsin
$28.2M
SBH
6
Segall Bryant & Hamill
Illinois
$20M
FWM
7
Foguth Wealth Management
Michigan
$19.5M
SLWA
8
San Luis Wealth Advisors
California
$16.6M
ACA
9
Aptus Capital Advisors
Alabama
$16.6M
SFG
10
Sunburst Financial Group
Alabama
$16.3M
KAS
11
Kestra Advisory Services
Texas
$15.3M
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$13.4M
ACA
13
Aspire Capital Advisors
Washington
$13.2M
WFP
14
Welch Financial Planning
Colorado
$12.5M
ACM
15
Advisors Capital Management
New Jersey
$10.3M
ACM
16
Absolute Capital Management
Pennsylvania
$9.97M
CAM
17
Cresset Asset Management
Illinois
$9.47M
FFA
18
Farther Finance Advisors
California
$9.19M
Morgan Stanley
19
Morgan Stanley
New York
$7.42M
HBFP
20
Henderson Brothers Financial Partners
Pennsylvania
$7.24M
JP Morgan Chase
21
JP Morgan Chase
New York
$6.59M
IA
22
Integrity Alliance
Iowa
$6.33M
CFS
23
Compass Financial Services
Iowa
$6.21M
CMA
24
Cedar Mountain Advisors
Oregon
$5.61M
BCG
25
Breakwater Capital Group
New Jersey
$5.53M