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iShares Core Dividend ETF

123 hedge funds and large institutions have $440M invested in iShares Core Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,808% more call options, than puts

Call options by funds: $229K | Put options by funds: $12K

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

165% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 23

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

19% more capital invested

Capital invested by funds: $368M → $440M (+$71.6M)

15% more funds holding

Funds holding: 107123 (+16)

1.8% more ownership

Funds ownership: 62%63.8% (+1.8%)

Holders
123
Holders Change
+16
Holders Change %
+14.95%
% of All Funds
1.65%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
27
Increased
61
Reduced
23
Closed
10
Calls
$229K
Puts
$12K
Net Calls
+$217K
Net Calls Change
+$275K
Name Holding Trade Value Shares
Change
Change in
Stake
TFG
26
Taylor Financial Group
Virginia
$3.01M +$287K +5,849 +10%
Morgan Stanley
27
Morgan Stanley
New York
$2.88M +$409K +8,346 +16%
KAS
28
Kestra Advisory Services
Texas
$2.75M -$3.81M -77,661 -58%
ATC
29
Argent Trust Co
Tennessee
$2.75M -$4.26K -87 -0.2%
IFG
30
Independent Financial Group
California
$2.7M +$38.6K +788 +1%
Raymond James Financial
31
Raymond James Financial
Florida
$2.38M -$7.55M -154,145 -76%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$2.35M +$102K +2,089 +5%
Goldman Sachs
33
Goldman Sachs
New York
$2.11M +$2.13M +43,446 New
IWM
34
IHT Wealth Management
Illinois
$2.1M +$192K +3,922 +10%
GGS
35
Galvin Gaustad & Stein
Arizona
$2.08M +$315K +6,435 +18%
Mariner
36
Mariner
Kansas
$2M +$1.78M +36,415 +773%
SA
37
Sanctuary Advisors
Indiana
$1.93M -$17.6K -359 -0.9%
LFG
38
Larson Financial Group
Missouri
$1.71M +$164K +3,339 +10%
PRI
39
Prepared Retirement Institute
Pennsylvania
$1.69M +$219K +4,468 +15%
SWM
40
SFG Wealth Management
Maryland
$1.58M +$1.6M +32,630 New
WIA
41
World Investment Advisors
California
$1.56M -$9.17M -187,007 -85%
Osaic Holdings
42
Osaic Holdings
Arizona
$1.53M +$131K +2,679 +9%
MCC
43
Money Concepts Capital
Florida
$1.51M +$1.52M +31,040 New
KAS
44
KPP Advisory Services
Kentucky
$1.35M +$193K +3,938 +17%
FHA
45
Flagship Harbor Advisors
Massachusetts
$1.19M +$141K +2,867 +13%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$1.15M +$1.15M +23,544 +35,673%
SA
47
Sovran Advisors
California
$1.12M +$12.3K +250 +1%
CW
48
CreativeOne Wealth
Kansas
$1.11M +$6.37K +130 +0.6%
TRCT
49
Tower Research Capital (TRC)
New York
$1.03M -$180K -3,680 -15%
PGAM
50
Princeton Global Asset Management
New Jersey
$1.03M +$139K +2,845 +15%

DIVB Hedge Fund Activity: Q1 2025 in Review

123 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q1 2025, worth a combined $440M — up 19% from $368M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DIVB positions and 10 closed out — a net gain of 17 holders — while 61 added to existing stakes and 23 trimmed.

The largest buyer was LPL Financial, adding an estimated $14.3M. The largest seller was World Investment Advisors, cutting an estimated $9.17M.

  • 123 institutional investors held iShares Core Dividend ETF (DIVB) as of Q1 2025, up from 107 in Q4 2024.
  • Funds reported $440M of iShares Core Dividend ETF stock for Q1 2025, up 19% quarter-over-quarter.
  • 27 funds opened new iShares Core Dividend ETF positions in Q1 2025 and 10 closed out, a net change of +17 holders.
  • The largest iShares Core Dividend ETF buyer in Q1 2025 was LPL Financial, an estimated $14.3M added.
  • The largest iShares Core Dividend ETF seller in Q1 2025 was World Investment Advisors, an estimated $9.17M sold.

Based on aggregated 13F filings for Q1 2025.