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iShares Core Dividend ETF

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
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
$229K
Puts
$12K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWMG
51
ADG Wealth Management Group
Louisiana
$882K
KWM
52
Kingsview Wealth Management
Oregon
$850K
CA
53
Continuum Advisory
Idaho
$825K
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$821K
OC
55
Oppenheimer & Co
New York
$753K
IIA
56
Integrity Investment Advisors
Colorado
$666K
IWC
57
Integrated Wealth Concepts
Massachusetts
$664K
KWA
58
Kellett Wealth Advisors
Ohio
$619K
AWS
59
Atria Wealth Solutions
New York
$596K
USCWA
60
U.S. Capital Wealth Advisors
Texas
$573K
CWA
61
Crux Wealth Advisors
California
$531K
TCM
62
Tandem Capital Management
New Jersey
$525K
LSWP
63
Liberty Square Wealth Partners
Pennsylvania
$485K
DIA
64
Dana Investment Advisors
Wisconsin
$428K
MF
65
Meridian Financial
Massachusetts
$390K
AF
66
Advisornet Financial
Minnesota
$372K
PAG
67
Private Advisor Group
New Jersey
$360K
SWP
68
Stratos Wealth Partners
Ohio
$341K
PPWM
69
PFG Private Wealth Management
Florida
$333K
Cerity Partners
70
Cerity Partners
New York
$326K
GIA
71
Gladstone Institutional Advisory
Florida
$324K
GVAG
72
Great Valley Advisor Group
Delaware
$322K
AAS
73
Avantax Advisory Services
Texas
$314K
SFA
74
Sequoia Financial Advisors
Ohio
$312K
CA
75
CoreCap Advisors
Michigan
$308K