We are live on ! Find out more
DIVB icon

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

1,830% more call options, than puts

Call options by funds: $193K | Put options by funds: $10K

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

60% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 42

37% more capital invested

Capital invested by funds: $591M → $808M (+$218M)

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

6% more funds holding

Funds holding: 140148 (+8)

5.17% more ownership

Funds ownership: 58.3%63.47% (+5.2%)

Holders
148
Holders Change
+8
Holders Change %
+5.71%
% of All Funds
1.8%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
21
Increased
67
Reduced
42
Closed
11
Calls
$193K
Puts
$10K
Net Calls
+$183K
Net Calls Change
+$39K
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
26
Money Concepts Capital
Florida
$5.11M +$601K +11,450 +14%
BSTWA
27
Blake Schutter Theil Wealth Advisors
Ohio
$4.24M -$2.31K -44 -0.1%
MFG
28
MidWestOne Financial Group
Iowa
$4.06M -$154K -2,938 -4%
KAS
29
Kestra Advisory Services
Texas
$3.99M +$324K +6,169 +9%
TFG
30
Taylor Financial Group
Virginia
$3.95M -$18.3K -349 -0.5%
Morgan Stanley
31
Morgan Stanley
New York
$3.47M +$460K +8,776 +16%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$3.33M -$375K -7,141 -10%
Mariner
33
Mariner
Kansas
$3.32M +$459K +8,761 +16%
IFG
34
Independent Financial Group
California
$3.29M +$185K +3,531 +6%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$2.95M +$561K +10,700 +24%
ATC
36
Argent Trust Co
Tennessee
$2.95M -$68.7K -1,310 -2%
PRI
37
Prepared Retirement Institute
Pennsylvania
$2.88M +$528K +10,073 +23%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$2.84M -$79.2K -1,510 -3%
FHA
39
Flagship Harbor Advisors
Massachusetts
$2.81M +$202K +3,847 +8%
Raymond James Financial
40
Raymond James Financial
Florida
$2.78M +$193K +3,674 +8%
SA
41
Sanctuary Advisors
Indiana
$2.72M -$59K -1,125 -2%
IWM
42
IHT Wealth Management
Illinois
$2.54M -$496K -9,457 -17%
LFG
43
Larson Financial Group
Missouri
$2.38M +$185K +3,524 +9%
Osaic Holdings
44
Osaic Holdings
Arizona
$2.24M -$76.1K -1,451 -3%
GGS
45
Galvin Gaustad & Stein
Arizona
$2.09M -$167K -3,184 -7%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$2M -$104K -1,981 -5%
KWM
47
Kingsview Wealth Management
Oregon
$1.83M +$50.1K +955 +3%
IF
48
IRON Financial
Illinois
$1.71M +$356K +6,796 +27%
KWA
49
Kellett Wealth Advisors
Ohio
$1.68M -$37.1K -707 -2%
PBO
50
Peoples Bank (Ohio)
Ohio
$1.63M -$43.8K -836 -3%

DIVB Hedge Fund Activity: Q4 2025 in Review

148 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q4 2025, worth a combined $808M — up 37% from $591M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DIVB positions and 11 closed out — a net gain of 10 holders — while 67 added to existing stakes and 42 trimmed.

The largest buyer was Paradiem, adding an estimated $49.6M. The largest seller was Royal Bank of Canada, cutting an estimated $5.52M.

  • 148 institutional investors held iShares Core Dividend ETF (DIVB) as of Q4 2025, up from 140 in Q3 2025.
  • Funds reported $808M of iShares Core Dividend ETF stock for Q4 2025, up 37% quarter-over-quarter.
  • 21 funds opened new iShares Core Dividend ETF positions in Q4 2025 and 11 closed out, a net change of +10 holders.
  • The largest iShares Core Dividend ETF buyer in Q4 2025 was Paradiem, an estimated $49.6M added.
  • The largest iShares Core Dividend ETF seller in Q4 2025 was Royal Bank of Canada, an estimated $5.52M sold.

Based on aggregated 13F filings for Q4 2025.