DIVB icon

iShares Core Dividend ETF

154 hedge funds and large institutions have $706M invested in iShares Core Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

7.54% less ownership

Funds ownership: 63.47%55.93% (-7.5%)

13% less capital invested

Capital invested by funds: $808M → $706M (-$103M)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
154
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
$179K
Puts
$47K
Net Calls
Net Calls Change

Top Buyers

1 +$11.5M
2 +$8.74M
3 +$4.65M
4
Morgan Stanley
Morgan Stanley
New York
+$3.97M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.91M

Top Sellers

1 -$53.1M
2 -$43.9M
3 -$27.4M
4
IA
IFG Advisory
Georgia
-$14.9M
5
FWM
Foguth Wealth Management
Michigan
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
76
Tandem Capital Management
New Jersey
$580K
TWP
77
Tempus Wealth Planning
California
$555K
KAS
78
KPP Advisory Services
Kentucky
$527K
CAAS
79
Capital Asset Advisory Services
Michigan
$524K
CFG
80
Citizens Financial Group
Rhode Island
$517K
ASN
81
Advisory Services Network
Georgia
$513K
CF
82
Collier Financial
Colorado
$508K
Wells Fargo
83
Wells Fargo
California
$502K
Goldman Sachs
84
Goldman Sachs
New York
$401K
MF
85
Meridian Financial
Massachusetts
$398K
MFG
86
Merit Financial Group
Georgia
$397K
FFA
87
Florida Financial Advisors
Florida
$387K
DAS
88
Dynamic Advisor Solutions
Arizona
$375K
RBWA
89
RFG - Bristol Wealth Advisors
Massachusetts
$358K
CAL
90
Capital Advisors Ltd
Ohio
$354K
EH
91
Equitable Holdings
New York
$354K
VNA
92
Valley National Advisers
Pennsylvania
$343K
AF
93
Advisornet Financial
Minnesota
$343K
PAG
94
Private Advisor Group
New Jersey
$340K
CA
95
CoreCap Advisors
Michigan
$338K
GIA
96
Guyasuta Investment Advisors
Pennsylvania
$331K
IG
97
IFS Group
Pennsylvania
$321K
HI
98
Harbour Investments
Wisconsin
$310K
CNBTD
99
Citizens National Bank Trust Department
Mississippi
$298K
RWB
100
RMR Wealth Builders
New Jersey
$295K