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iShares Core Dividend ETF

140 hedge funds and large institutions have $591M invested in iShares Core Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,880% more call options, than puts

Call options by funds: $149K | Put options by funds: $5K

65% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 40

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

1% more funds holding

Funds holding: 138140 (+2)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

2% less capital invested

Capital invested by funds: $604M → $591M (-$13M)

6.93% less ownership

Funds ownership: 65.22%58.3% (-6.9%)

Holders
140
Holders Change
+2
Holders Change %
+1.45%
% of All Funds
1.84%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
20
Increased
66
Reduced
40
Closed
16
Calls
$149K
Puts
$5K
Net Calls
+$144K
Net Calls Change
+$145K
Name Holding Trade Value Shares
Change
Change in
Stake
TFG
26
Taylor Financial Group
Virginia
$3.9M +$247K +4,829 +7%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$3.65M +$955K +18,638 +36%
KAS
28
Kestra Advisory Services
Texas
$3.6M -$5.66M -110,482 -62%
IFG
29
Independent Financial Group
California
$3.05M +$177K +3,463 +6%
IWM
30
IHT Wealth Management
Illinois
$2.99M +$1.31M +25,650 +81%
ATC
31
Argent Trust Co
Tennessee
$2.96M -$12.9K -252 -0.4%
Morgan Stanley
32
Morgan Stanley
New York
$2.95M -$127K -2,473 -4%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$2.87M +$30.3K +591 +1%
Mariner
34
Mariner
Kansas
$2.8M +$160K +3,123 +6%
SA
35
Sanctuary Advisors
Indiana
$2.74M -$69.3K -1,353 -3%
FHA
36
Flagship Harbor Advisors
Massachusetts
$2.56M +$1.29M +25,164 +105%
Raymond James Financial
37
Raymond James Financial
Florida
$2.54M +$385K +7,520 +18%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$2.35M +$800K +15,608 +53%
PRI
39
Prepared Retirement Institute
Pennsylvania
$2.31M +$314K +6,131 +16%
Osaic Holdings
40
Osaic Holdings
Arizona
$2.27M +$473K +9,236 +27%
GGS
41
Galvin Gaustad & Stein
Arizona
$2.22M +$9.69K +189 +0.4%
Citadel Advisors
42
Citadel Advisors
Florida
$2.21M +$1.04M +20,300 +92%
LFG
43
Larson Financial Group
Missouri
$2.16M +$148K +2,893 +8%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$2.06M +$50.5K +985 +3%
GVAG
45
Great Valley Advisor Group
Delaware
$1.95M +$25.4K +496 +1%
KWM
46
Kingsview Wealth Management
Oregon
$1.75M +$705K +13,748 +69%
P
47
Paradiem
Louisiana
$1.69M -$78.3M -1,528,091 -98%
KWA
48
Kellett Wealth Advisors
Ohio
$1.69M +$236K +4,600 +17%
KAS
49
KPP Advisory Services
Kentucky
$1.67M +$287K +5,592 +21%
PBO
50
Peoples Bank (Ohio)
Ohio
$1.65M -$54.1K -1,055 -3%

DIVB Hedge Fund Activity: Q3 2025 in Review

140 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q3 2025, worth a combined $591M — down 2.2% from $604M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DIVB positions and 16 closed out — a net gain of 4 holders — while 66 added to existing stakes and 40 trimmed.

The largest buyer was LPL Financial, adding an estimated $24.6M. The largest seller was Paradiem, cutting an estimated $78.3M.

  • 140 institutional investors held iShares Core Dividend ETF (DIVB) as of Q3 2025, up from 138 in Q2 2025.
  • Funds reported $591M of iShares Core Dividend ETF stock for Q3 2025, down 2.2% quarter-over-quarter.
  • 20 funds opened new iShares Core Dividend ETF positions in Q3 2025 and 16 closed out, a net change of +4 holders.
  • The largest iShares Core Dividend ETF buyer in Q3 2025 was LPL Financial, an estimated $24.6M added.
  • The largest iShares Core Dividend ETF seller in Q3 2025 was Paradiem, an estimated $78.3M sold.

Based on aggregated 13F filings for Q3 2025.