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iShares Core Dividend ETF
DIVB

Overview Fund Activity

120 hedge funds and large institutions have $432M invested in iShares Core Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+14
Holders Change %
+13.21%
% of All Funds
1.63%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
26
Increased
60
Reduced
22
Closed
10
Calls
$229K
Puts
$12K
Net Calls
+$217K
Net Calls Change
+$275K

Top Buyers

1
LPL Financial
LPL Financial
California
+$14.2M
2
MTWM
Masso Torrence Wealth Management
New Jersey
+$10.9M
3
SAW
Signal Advisors Wealth
Michigan
+$8.95M
4
ACA
Aspire Capital Advisors
Washington
+$8.58M
5
FWM
Foguth Wealth Management
Michigan
+$8.02M

Top Sellers

1
WIA
World Investment Advisors
California
-$9.07M
2
Raymond James Financial
Raymond James Financial
Florida
-$7.48M
3
KAS
Kestra Advisory Services
Texas
-$3.77M
4
IA
IFG Advisory
Georgia
-$3.52M
5
IAA
Independent Advisor Alliance
North Carolina
-$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWMG
51
ADG Wealth Management Group
Louisiana
$882K +$882K +18,180 New
KWM
52
Kingsview Wealth Management
Oregon
$850K +$263K +5,418 +45%
CA
53
Continuum Advisory
Idaho
$825K – – –
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$821K +$47.2K +972 +6%
OC
55
Oppenheimer & Co
New York
$753K +$35.3K +727 +5%
IIA
56
Integrity Investment Advisors
Colorado
$666K +$666K +13,721 New
IWC
57
Integrated Wealth Concepts
Massachusetts
$664K +$24.9K +514 +4%
KWA
58
Kellett Wealth Advisors
Ohio
$619K +$146K +3,000 +31%
AWS
59
Atria Wealth Solutions
New York
$596K -$488K -10,068 -45%
USCWA
60
U.S. Capital Wealth Advisors
Texas
$573K +$139K +2,863 +32%
CWA
61
Crux Wealth Advisors
California
$531K +$13.1K +271 +3%
TCM
62
Tandem Capital Management
New Jersey
$525K +$25.2K +520 +5%
LSWP
63
Liberty Square Wealth Partners
Pennsylvania
$485K +$485K +10,000 New
DIA
64
Dana Investment Advisors
Wisconsin
$428K +$428K +8,812 New
MF
65
Meridian Financial
Massachusetts
$390K +$15K +310 +4%
AF
66
Advisornet Financial
Minnesota
$372K +$199K +4,099 +115%
PAG
67
Private Advisor Group
New Jersey
$360K +$360K +7,410 New
SWP
68
Stratos Wealth Partners
Ohio
$341K -$67.3K -1,388 -16%
PPWM
69
PFG Private Wealth Management
Florida
$333K – – –
Cerity Partners
70
Cerity Partners
New York
$326K +$21.6K +446 +7%
GIA
71
Gladstone Institutional Advisory
Florida
$324K +$324K +6,681 New
GVAG
72
Great Valley Advisor Group
Delaware
$322K +$322K +6,649 New
AAS
73
Avantax Advisory Services
Texas
$314K -$197K -4,064 -39%
SFA
74
Sequoia Financial Advisors
Ohio
$312K +$312K +6,432 New
CA
75
CoreCap Advisors
Michigan
$308K -$5.73K -118 -2%
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