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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
TFG
26
Taylor Financial Group
Virginia
$3.9M
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$3.65M
KAS
28
Kestra Advisory Services
Texas
$3.6M
IWM
29
IHT Wealth Management
Illinois
$2.99M
ATC
30
Argent Trust Co
Tennessee
$2.96M
Morgan Stanley
31
Morgan Stanley
New York
$2.95M
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$2.87M
Mariner
33
Mariner
Kansas
$2.8M
FHA
34
Flagship Harbor Advisors
Massachusetts
$2.56M
Raymond James Financial
35
Raymond James Financial
Florida
$2.54M
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$2.35M
PRI
37
Prepared Retirement Institute
Pennsylvania
$2.31M
Osaic Holdings
38
Osaic Holdings
Arizona
$2.27M
GGS
39
Galvin Gaustad & Stein
Arizona
$2.22M
Citadel Advisors
40
Citadel Advisors
Florida
$2.21M
LFG
41
Larson Financial Group
Missouri
$2.16M
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$2.06M
GVAG
43
Great Valley Advisor Group
Delaware
$1.95M
KWM
44
Kingsview Wealth Management
Oregon
$1.75M
P
45
Paradiem
Louisiana
$1.69M
KWA
46
Kellett Wealth Advisors
Ohio
$1.69M
KAS
47
KPP Advisory Services
Kentucky
$1.67M
PBO
48
Peoples Bank (Ohio)
Ohio
$1.65M
WWM
49
Western Wealth Management
Colorado
$1.48M
WIA
50
World Investment Advisors
California
$1.43M