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iShares Core Dividend ETF

145 hedge funds and large institutions have $783M invested in iShares Core Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
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
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$2.95M
ATC
35
Argent Trust Co
Tennessee
$2.95M
PRI
36
Prepared Retirement Institute
Pennsylvania
$2.88M
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$2.84M
FHA
38
Flagship Harbor Advisors
Massachusetts
$2.81M
Raymond James Financial
39
Raymond James Financial
Florida
$2.78M
SA
40
Sanctuary Advisors
Indiana
$2.72M
IWM
41
IHT Wealth Management
Illinois
$2.54M
LFG
42
Larson Financial Group
Missouri
$2.38M
Osaic Holdings
43
Osaic Holdings
Arizona
$2.24M
GGS
44
Galvin Gaustad & Stein
Arizona
$2.09M
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$2M
KWM
46
Kingsview Wealth Management
Oregon
$1.83M
IF
47
IRON Financial
Illinois
$1.71M
KWA
48
Kellett Wealth Advisors
Ohio
$1.68M
PBO
49
Peoples Bank (Ohio)
Ohio
$1.63M
WWM
50
Western Wealth Management
Colorado
$1.6M