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iShares Core Dividend ETF

138 hedge funds and large institutions have $585M invested in iShares Core Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$149K
Puts
$5K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$143M
Bank of America
2
Bank of America
North Carolina
$57.2M
SPIA
3
Steward Partners Investment Advisory
New York
$35.1M
IWP
4
IAG Wealth Partners
Wisconsin
$27M
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$24.8M
Corient Private Wealth
6
Corient Private Wealth
Florida
$22.5M
SBH
7
Segall Bryant & Hamill
Illinois
$21.5M
IA
8
IFG Advisory
Georgia
$14.7M
ACA
9
Aptus Capital Advisors
Alabama
$14M
SFG
10
Sunburst Financial Group
Alabama
$13.7M
MTWM
11
Masso Torrence Wealth Management
New Jersey
$12.5M
SLWA
12
San Luis Wealth Advisors
California
$12.5M
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$11.6M
IA
14
Integrity Alliance
Iowa
$11.3M
ACA
15
Aspire Capital Advisors
Washington
$9.93M
ACM
16
Absolute Capital Management
Pennsylvania
$9.17M
CFS
17
Compass Financial Services
Iowa
$7.42M
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$6.71M
JP Morgan Chase
19
JP Morgan Chase
New York
$6.42M
ACM
20
Advisors Capital Management
New Jersey
$5.66M
CMA
21
Cedar Mountain Advisors
Oregon
$5.32M
BCG
22
Breakwater Capital Group
New Jersey
$5.09M
MCC
23
Money Concepts Capital
Florida
$4.43M
BSTWA
24
Blake Schutter Theil Wealth Advisors
Ohio
$4.17M
MFG
25
MidWestOne Financial Group
Iowa
$4.14M