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iShares Core Dividend ETF

135 hedge funds and large institutions have $597M invested in iShares Core Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 35 reducing their positions, and 11 closing their positions.

Holders
135
Holders Change
+15
Holders Change %
+12.5%
% of All Funds
1.81%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
29
Increased
55
Reduced
35
Closed
11
Calls
$41K
Puts
$42K
Net Calls
-$1K
Net Calls Change
-$218K
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$113M 2,254,861 +281,226 +14%
P
2
Paradiem
Louisiana
$78.5M 1,560,380 +1,560,380 New
Bank of America
3
Bank of America
North Carolina
$35.7M 708,560 +100,621 +17%
SPIA
4
Steward Partners Investment Advisory
New York
$31.7M 630,300 +219,781 +54%
FWM
5
Foguth Wealth Management
Michigan
$25.9M 514,163 -129,857 -20%
IWP
6
IAG Wealth Partners
Wisconsin
$25.8M 512,957 +512,957 New
SAW
7
Signal Advisors Wealth
Michigan
$25.4M 504,213 -98,101 -16%
Corient Private Wealth
8
Corient Private Wealth
Florida
$22.8M 453,781 +1,914 +0.4%
SBH
9
Segall Bryant & Hamill
Illinois
$22M 437,301 -11,298 -3%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$21.6M 429,967 +284,793 +196%
IA
11
IFG Advisory
Georgia
$16.3M 324,168 -2,858 -0.9%
MTWM
12
Masso Torrence Wealth Management
New Jersey
$11.9M 237,358 +12,085 +5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$9.43M 187,364 +11,538 +7%
ACA
14
Aspire Capital Advisors
Washington
$9.21M 183,013 +6,193 +4%
KAS
15
Kestra Advisory Services
Texas
$9.02M 179,341 +122,639 +216%
IA
16
Integrity Alliance
Iowa
$8.33M 165,633 -120,326 -42%
SLWA
17
San Luis Wealth Advisors
California
$7.98M 158,542 +158,542 New
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$6.58M 130,774 +46,000 +54%
ACM
19
Absolute Capital Management
Pennsylvania
$6.09M 121,000
CFS
20
Compass Financial Services
Iowa
$5.91M 117,357 +12,607 +12%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$5.79M 115,060 -89,212 -44%
CMA
22
Cedar Mountain Advisors
Oregon
$4.96M 98,487 +2,923 +3%
BCG
23
Breakwater Capital Group
New Jersey
$4.17M 82,823 +19,217 +30%
MCC
24
Money Concepts Capital
Florida
$4.07M 80,815 +49,775 +160%
MFG
25
MidWestOne Financial Group
Iowa
$3.8M 75,450 +174 +0.2%