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iShares Core Dividend ETF

135 hedge funds and large institutions have $597M invested in iShares Core Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 35 reducing their positions, and 11 closing their positions.

Holders
135
Holders Change
+15
Holders Change %
+12.5%
% of All Funds
1.81%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
29
Increased
55
Reduced
35
Closed
11
Calls
$41K
Puts
$42K
Net Calls
-$1K
Net Calls Change
-$218K
Name Market Value Shares Shares
Change
Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$1.11M 22,092 +17,014 +335%
MCM
52
MidAtlantic Capital Management
Virginia
$1.07M 21,318 +21,318 New
PGAM
53
Princeton Global Asset Management
New Jersey
$1.07M 21,209
CW
54
CreativeOne Wealth
Kansas
$1.05M 20,837 -2,124 -9%
KWM
55
Kingsview Wealth Management
Oregon
$996K 19,783 +2,274 +13%
TWP
56
Tempus Wealth Planning
California
$916K 18,203 -1,479 -8%
AWMG
57
ADG Wealth Management Group
Louisiana
$915K 18,192 +12 +0.1%
IF
58
IRON Financial
Illinois
$883K 17,547 +17,547 New
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$880K 17,100 +175 +1%
CA
60
Continuum Advisory
Idaho
$865K 17,188 +194 +1%
NP
61
NorthRock Partners
Minnesota
$861K 17,107 +17,107 New
SWP
62
Stratos Wealth Partners
Ohio
$795K 15,791 +8,754 +124%
IWC
63
Integrated Wealth Concepts
Massachusetts
$740K 14,707 +1,012 +7%
CAAS
64
Capital Asset Advisory Services
Michigan
$713K 13,988 +13,988 New
AWM
65
Axxcess Wealth Management
California
$704K 13,988 +13,988 New
IIA
66
Integrity Investment Advisors
Colorado
$695K 13,802 +81 +0.6%
GIA
67
Gladstone Institutional Advisory
Florida
$671K 13,332 +6,651 +100%
FIA
68
Foundations Investment Advisors
Arizona
$629K 12,501 +12,501 New
DIA
69
Dana Investment Advisors
Wisconsin
$624K 12,400 +3,588 +41%
USCWA
70
U.S. Capital Wealth Advisors
Texas
$594K 11,807
TCM
71
Tandem Capital Management
New Jersey
$545K 10,825
LSWP
72
Liberty Square Wealth Partners
Pennsylvania
$524K 10,415 +415 +4%
JWCA
73
J.W. Cole Advisors
Florida
$469K 9,319 +9,319 New
ASN
74
Advisory Services Network
Georgia
$433K 8,632 +3,266 +61%
TRCT
75
Tower Research Capital (TRC)
New York
$425K 8,441 -12,833 -60%