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iShares Core Dividend ETF

154 hedge funds and large institutions have $706M invested in iShares Core Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

7.54% less ownership

Funds ownership: 63.47%55.93% (-7.5%)

13% less capital invested

Capital invested by funds: $808M → $706M (-$103M)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
154
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$179K
Puts
$47K
Net Calls
Net Calls Change

Top Buyers

1 +$11.5M
2 +$8.74M
3 +$4.65M
4
Morgan Stanley
Morgan Stanley
New York
+$3.97M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.91M

Top Sellers

1 -$53.1M
2 -$43.9M
3 -$27.4M
4
IA
IFG Advisory
Georgia
-$14.9M
5
FWM
Foguth Wealth Management
Michigan
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
51
Bessemer Group
New Jersey
$1.62M
KWA
52
Kellett Wealth Advisors
Ohio
$1.61M
WIA
53
World Investment Advisors
California
$1.48M
MML Investors Services
54
MML Investors Services
Massachusetts
$1.44M
SA
55
Sovran Advisors
California
$1.23M
AWMG
56
ADG Wealth Management Group
Louisiana
$1.1M
PGAM
57
Princeton Global Asset Management
New Jersey
$1.09M
Corient Private Wealth
58
Corient Private Wealth
Florida
$1.05M
USCWA
59
U.S. Capital Wealth Advisors
Texas
$1.04M
CW
60
CreativeOne Wealth
Kansas
$1.02M
NP
61
NorthRock Partners
Minnesota
$1M
GIA
62
Gladstone Institutional Advisory
Florida
$978K
CA
63
Continuum Advisory
Idaho
$927K
MCM
64
MidAtlantic Capital Management
Virginia
$922K
SWP
65
Stratos Wealth Partners
Ohio
$850K
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$847K
QWP
67
Quotient Wealth Partners
Texas
$806K
FIA
68
Foundations Investment Advisors
Arizona
$775K
LSWP
69
Liberty Square Wealth Partners
Pennsylvania
$730K
IWC
70
Integrated Wealth Concepts
Massachusetts
$704K
DIA
71
Dana Investment Advisors
Wisconsin
$664K
CCMG
72
Clark Capital Management Group
Pennsylvania
$646K
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$639K
IAS
74
Integrity Advisory Solutions
Texas
$637K
P
75
Paradiem
Louisiana
$600K