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iShares Core Dividend ETF

123 hedge funds and large institutions have $440M invested in iShares Core Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,808% more call options, than puts

Call options by funds: $229K | Put options by funds: $12K

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

165% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 23

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

19% more capital invested

Capital invested by funds: $368M → $440M (+$71.6M)

15% more funds holding

Funds holding: 107123 (+16)

1.8% more ownership

Funds ownership: 62%63.8% (+1.8%)

Holders
123
Holders Change
+16
Holders Change %
+14.95%
% of All Funds
1.65%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
27
Increased
61
Reduced
23
Closed
10
Calls
$229K
Puts
$12K
Net Calls
+$217K
Net Calls Change
+$275K
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
51
Tempus Wealth Planning
California
$955K +$49 +1 +0%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$926K +$396K +8,086 +73%
WWM
53
Western Wealth Management
Colorado
$919K +$201K +4,094 +28%
AWMG
54
ADG Wealth Management Group
Louisiana
$882K +$891K +18,180 New
KWM
55
Kingsview Wealth Management
Oregon
$850K +$266K +5,418 +45%
CA
56
Continuum Advisory
Idaho
$825K
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$821K +$47.6K +972 +6%
OC
58
Oppenheimer & Co
New York
$753K +$35.6K +727 +5%
IIA
59
Integrity Investment Advisors
Colorado
$666K +$672K +13,721 New
IWC
60
Integrated Wealth Concepts
Massachusetts
$664K +$25.2K +514 +4%
KWA
61
Kellett Wealth Advisors
Ohio
$619K +$147K +3,000 +31%
AWS
62
Atria Wealth Solutions
New York
$596K -$493K -10,068 -45%
USCWA
63
U.S. Capital Wealth Advisors
Texas
$573K +$140K +2,863 +32%
CWA
64
Crux Wealth Advisors
California
$531K +$13.3K +271 +3%
TCM
65
Tandem Capital Management
New Jersey
$525K +$25.5K +520 +5%
LSWP
66
Liberty Square Wealth Partners
Pennsylvania
$485K +$490K +10,000 New
DIA
67
Dana Investment Advisors
Wisconsin
$428K +$432K +8,812 New
MF
68
Meridian Financial
Massachusetts
$390K +$15.2K +310 +4%
AF
69
Advisornet Financial
Minnesota
$372K +$201K +4,099 +115%
PAG
70
Private Advisor Group
New Jersey
$360K +$363K +7,410 New
SWP
71
Stratos Wealth Partners
Ohio
$341K -$68K -1,388 -16%
PPWM
72
PFG Private Wealth Management
Florida
$333K
Cerity Partners
73
Cerity Partners
New York
$326K +$21.9K +446 +7%
GIA
74
Gladstone Institutional Advisory
Florida
$324K +$327K +6,681 New
GVAG
75
Great Valley Advisor Group
Delaware
$322K +$326K +6,649 New

DIVB Hedge Fund Activity: Q1 2025 in Review

123 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q1 2025, worth a combined $440M — up 19% from $368M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DIVB positions and 10 closed out — a net gain of 17 holders — while 61 added to existing stakes and 23 trimmed.

The largest buyer was LPL Financial, adding an estimated $14.3M. The largest seller was World Investment Advisors, cutting an estimated $9.17M.

  • 123 institutional investors held iShares Core Dividend ETF (DIVB) as of Q1 2025, up from 107 in Q4 2024.
  • Funds reported $440M of iShares Core Dividend ETF stock for Q1 2025, up 19% quarter-over-quarter.
  • 27 funds opened new iShares Core Dividend ETF positions in Q1 2025 and 10 closed out, a net change of +17 holders.
  • The largest iShares Core Dividend ETF buyer in Q1 2025 was LPL Financial, an estimated $14.3M added.
  • The largest iShares Core Dividend ETF seller in Q1 2025 was World Investment Advisors, an estimated $9.17M sold.

Based on aggregated 13F filings for Q1 2025.