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iShares Core Dividend ETF

138 hedge funds and large institutions have $604M invested in iShares Core Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

58% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 36

37% more capital invested

Capital invested by funds: $440M → $604M (+$164M)

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

12% more funds holding

Funds holding: 123138 (+15)

1.42% more ownership

Funds ownership: 63.8%65.22% (+1.4%)

2% less call options, than puts

Call options by funds: $41K | Put options by funds: $42K

Holders
138
Holders Change
+15
Holders Change %
+12.2%
% of All Funds
1.82%
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
57
Reduced
36
Closed
11
Calls
$41K
Puts
$42K
Net Calls
-$1K
Net Calls Change
-$218K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
26
Advisors Capital Management
New Jersey
$3.71M +$49.4K +1,039 +1%
TFG
27
Taylor Financial Group
Virginia
$3.51M +$365K +7,672 +12%
FAIM
28
Financial Advocates Investment Management
Washington
$3.46M -$451K -9,477 -12%
Morgan Stanley
29
Morgan Stanley
New York
$2.97M -$17.8K -374 -0.6%
ATC
30
Argent Trust Co
Tennessee
$2.87M +$15.7K +330 +0.6%
IFG
31
Independent Financial Group
California
$2.76M -$34.3K -720 -1%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$2.73M +$1.46M +30,679 +130%
SA
33
Sanctuary Advisors
Indiana
$2.7M +$660K +13,875 +35%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$2.58M +$133K +2,792 +6%
Mariner
35
Mariner
Kansas
$2.54M +$448K +9,427 +23%
GGS
36
Galvin Gaustad & Stein
Arizona
$2.13M -$20.3K -426 -1%
Raymond James Financial
37
Raymond James Financial
Florida
$2.07M -$376K -7,908 -16%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.94M -$1.51M -31,678 -45%
LFG
39
Larson Financial Group
Missouri
$1.93M +$143K +3,007 +9%
PRI
40
Prepared Retirement Institute
Pennsylvania
$1.91M +$151K +3,180 +9%
GVAG
41
Great Valley Advisor Group
Delaware
$1.86M +$1.44M +30,229 +455%
Osaic Holdings
42
Osaic Holdings
Arizona
$1.73M +$135K +2,840 +9%
PBO
43
Peoples Bank (Ohio)
Ohio
$1.64M +$1.55M +32,602 New
IWM
44
IHT Wealth Management
Illinois
$1.59M -$553K -11,615 -27%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$1.47M +$484K +10,177 +53%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.45M -$4.22M -88,731 -76%
WIA
47
World Investment Advisors
California
$1.42M -$178K -3,744 -12%
KWA
48
Kellett Wealth Advisors
Ohio
$1.39M +$709K +14,910 +117%
SA
49
Sovran Advisors
California
$1.39M +$117K +2,458 +10%
WWM
50
Western Wealth Management
Colorado
$1.35M +$378K +7,956 +42%

DIVB Hedge Fund Activity: Q2 2025 in Review

138 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q2 2025, worth a combined $604M — up 37% from $440M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new DIVB positions and 11 closed out — a net gain of 18 holders — while 57 added to existing stakes and 36 trimmed.

The largest buyer was Paradiem, opening a new position worth an estimated $74.2M. The largest seller was Foguth Wealth Management, cutting an estimated $6.18M.

  • 138 institutional investors held iShares Core Dividend ETF (DIVB) as of Q2 2025, up from 123 in Q1 2025.
  • Funds reported $604M of iShares Core Dividend ETF stock for Q2 2025, up 37% quarter-over-quarter.
  • 29 funds opened new iShares Core Dividend ETF positions in Q2 2025 and 11 closed out, a net change of +18 holders.
  • The largest iShares Core Dividend ETF buyer in Q2 2025 was Paradiem, an estimated $74.2M added.
  • The largest iShares Core Dividend ETF seller in Q2 2025 was Foguth Wealth Management, an estimated $6.18M sold.

Based on aggregated 13F filings for Q2 2025.