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iShares Core Dividend ETF
DIVB

Overview Fund Activity

120 hedge funds and large institutions have $432M invested in iShares Core Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+14
Holders Change %
+13.21%
% of All Funds
1.63%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
26
Increased
60
Reduced
22
Closed
10
Calls
$229K
Puts
$12K
Net Calls
+$217K
Net Calls Change
+$275K

Top Buyers

1
LPL Financial
LPL Financial
California
+$14.2M
2
MTWM
Masso Torrence Wealth Management
New Jersey
+$10.9M
3
SAW
Signal Advisors Wealth
Michigan
+$8.95M
4
ACA
Aspire Capital Advisors
Washington
+$8.58M
5
FWM
Foguth Wealth Management
Michigan
+$8.02M

Top Sellers

1
WIA
World Investment Advisors
California
-$9.07M
2
Raymond James Financial
Raymond James Financial
Florida
-$7.48M
3
KAS
Kestra Advisory Services
Texas
-$3.77M
4
IA
IFG Advisory
Georgia
-$3.52M
5
IAA
Independent Advisor Alliance
North Carolina
-$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$2.88M +$405K +8,346 +16%
KAS
27
Kestra Advisory Services
Texas
$2.75M -$3.77M -77,661 -58%
ATC
28
Argent Trust Co
Tennessee
$2.75M -$4.22K -87 -0.2%
Raymond James Financial
29
Raymond James Financial
Florida
$2.38M -$7.48M -154,145 -76%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$2.35M +$101K +2,089 +5%
Goldman Sachs
31
Goldman Sachs
New York
$2.11M +$2.11M +43,446 New
IWM
32
IHT Wealth Management
Illinois
$2.1M +$190K +3,922 +10%
GGS
33
Galvin Gaustad & Stein
Arizona
$2.08M +$312K +6,435 +18%
Mariner
34
Mariner
Kansas
$2M +$1.77M +36,415 +773%
LFG
35
Larson Financial Group
Missouri
$1.71M +$162K +3,339 +10%
PRI
36
Prepared Retirement Institute
Pennsylvania
$1.69M +$217K +4,468 +15%
SWM
37
SFG Wealth Management
Maryland
$1.58M +$1.58M +32,630 New
WIA
38
World Investment Advisors
California
$1.56M -$9.07M -187,007 -85%
Osaic Holdings
39
Osaic Holdings
Arizona
$1.53M +$130K +2,679 +9%
MCC
40
Money Concepts Capital
Florida
$1.51M +$1.51M +31,040 New
KAS
41
KPP Advisory Services
Kentucky
$1.35M +$191K +3,938 +17%
FHA
42
Flagship Harbor Advisors
Massachusetts
$1.19M +$139K +2,867 +13%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$1.15M +$1.14M +23,544 +35,673%
SA
44
Sovran Advisors
California
$1.12M +$11.2K +250 +1%
CW
45
CreativeOne Wealth
Kansas
$1.11M +$6.31K +130 +0.6%
TRCT
46
Tower Research Capital (TRC)
New York
$1.03M -$179K -3,680 -15%
PGAM
47
Princeton Global Asset Management
New Jersey
$1.03M +$138K +2,845 +15%
TWP
48
Tempus Wealth Planning
California
$955K +$49 +1 +0%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$926K +$392K +8,086 +73%
WWM
50
Western Wealth Management
Colorado
$919K +$199K +4,094 +28%
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