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iShares Core Dividend ETF

138 hedge funds and large institutions have $604M invested in iShares Core Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

58% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 36

37% more capital invested

Capital invested by funds: $440M → $604M (+$164M)

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

12% more funds holding

Funds holding: 123138 (+15)

1.42% more ownership

Funds ownership: 63.8%65.22% (+1.4%)

2% less call options, than puts

Call options by funds: $41K | Put options by funds: $42K

Holders
138
Holders Change
+15
Holders Change %
+12.2%
% of All Funds
1.82%
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
57
Reduced
36
Closed
11
Calls
$41K
Puts
$42K
Net Calls
-$1K
Net Calls Change
-$218K
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
KPP Advisory Services
Kentucky
$1.33M -$60.7K -1,276 -5%
FHA
52
Flagship Harbor Advisors
Massachusetts
$1.2M -$31.7K -667 -3%
Citadel Advisors
53
Citadel Advisors
Florida
$1.11M +$809K +17,014 +335%
MCM
54
MidAtlantic Capital Management
Virginia
$1.07M +$1.01M +21,318 New
PGAM
55
Princeton Global Asset Management
New Jersey
$1.07M
CW
56
CreativeOne Wealth
Kansas
$1.05M -$101K -2,124 -9%
KWM
57
Kingsview Wealth Management
Oregon
$996K +$108K +2,274 +13%
TWP
58
Tempus Wealth Planning
California
$916K -$70.4K -1,479 -8%
AWMG
59
ADG Wealth Management Group
Louisiana
$915K +$571 +12 +0.1%
IF
60
IRON Financial
Illinois
$883K +$835K +17,547 New
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$880K +$8.32K +175 +1%
CA
62
Continuum Advisory
Idaho
$865K +$9.23K +194 +1%
NP
63
NorthRock Partners
Minnesota
$861K +$814K +17,107 New
SWP
64
Stratos Wealth Partners
Ohio
$795K +$416K +8,754 +124%
IWC
65
Integrated Wealth Concepts
Massachusetts
$740K +$48.1K +1,012 +7%
CAAS
66
Capital Asset Advisory Services
Michigan
$713K +$665K +13,988 New
AWM
67
Axxcess Wealth Management
California
$704K +$665K +13,988 New
IIA
68
Integrity Investment Advisors
Colorado
$695K +$3.85K +81 +0.6%
GIA
69
Gladstone Institutional Advisory
Florida
$671K +$316K +6,651 +100%
FIA
70
Foundations Investment Advisors
Arizona
$629K +$595K +12,501 New
DIA
71
Dana Investment Advisors
Wisconsin
$624K +$171K +3,588 +41%
USCWA
72
U.S. Capital Wealth Advisors
Texas
$594K
TCM
73
Tandem Capital Management
New Jersey
$545K
LSWP
74
Liberty Square Wealth Partners
Pennsylvania
$524K +$19.7K +415 +4%
JWCA
75
J.W. Cole Advisors
Florida
$469K +$443K +9,319 New

DIVB Hedge Fund Activity: Q2 2025 in Review

138 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q2 2025, worth a combined $604M — up 37% from $440M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new DIVB positions and 11 closed out — a net gain of 18 holders — while 57 added to existing stakes and 36 trimmed.

The largest buyer was Paradiem, opening a new position worth an estimated $74.2M. The largest seller was Foguth Wealth Management, cutting an estimated $6.18M.

  • 138 institutional investors held iShares Core Dividend ETF (DIVB) as of Q2 2025, up from 123 in Q1 2025.
  • Funds reported $604M of iShares Core Dividend ETF stock for Q2 2025, up 37% quarter-over-quarter.
  • 29 funds opened new iShares Core Dividend ETF positions in Q2 2025 and 11 closed out, a net change of +18 holders.
  • The largest iShares Core Dividend ETF buyer in Q2 2025 was Paradiem, an estimated $74.2M added.
  • The largest iShares Core Dividend ETF seller in Q2 2025 was Foguth Wealth Management, an estimated $6.18M sold.

Based on aggregated 13F filings for Q2 2025.