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iShares Core Dividend ETF

148 hedge funds and large institutions have $808M invested in iShares Core Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$193K
Puts
$10K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
26
Money Concepts Capital
Florida
$5.11M
BSTWA
27
Blake Schutter Theil Wealth Advisors
Ohio
$4.24M
MFG
28
MidWestOne Financial Group
Iowa
$4.06M
KAS
29
Kestra Advisory Services
Texas
$3.99M
TFG
30
Taylor Financial Group
Virginia
$3.95M
Morgan Stanley
31
Morgan Stanley
New York
$3.47M
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$3.33M
Mariner
33
Mariner
Kansas
$3.32M
IFG
34
Independent Financial Group
California
$3.29M
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$2.95M
ATC
36
Argent Trust Co
Tennessee
$2.95M
PRI
37
Prepared Retirement Institute
Pennsylvania
$2.88M
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$2.84M
FHA
39
Flagship Harbor Advisors
Massachusetts
$2.81M
Raymond James Financial
40
Raymond James Financial
Florida
$2.78M
SA
41
Sanctuary Advisors
Indiana
$2.72M
IWM
42
IHT Wealth Management
Illinois
$2.54M
LFG
43
Larson Financial Group
Missouri
$2.38M
Osaic Holdings
44
Osaic Holdings
Arizona
$2.24M
GGS
45
Galvin Gaustad & Stein
Arizona
$2.09M
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$2M
KWM
47
Kingsview Wealth Management
Oregon
$1.83M
IF
48
IRON Financial
Illinois
$1.71M
KWA
49
Kellett Wealth Advisors
Ohio
$1.68M
PBO
50
Peoples Bank (Ohio)
Ohio
$1.63M