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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
+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
Name Holding Trade Value Shares
Change
Shares
Change %
FFN
76
Focus Financial Network
Minnesota
$306K -$2.09K -43 -0.7%
BCI
77
Brinker Capital Investments
Pennsylvania
$305K +$305K +6,281 New
OPS
78
Orion Portfolio Solutions
Nebraska
$305K +$305K +6,281 New
CAL
79
Capital Advisors Ltd
Ohio
$300K -$9.52K -196 -3%
CAG
80
Csenge Advisory Group
Florida
$285K -$41.5K -923 -13%
RWB
81
RMR Wealth Builders
New Jersey
$278K -$19.1K -394 -6%
CF
82
Collier Financial
Colorado
$276K +$276K +5,692 New
US Bancorp
83
US Bancorp
Minnesota
$262K
EH
84
Equitable Holdings
New York
$261K +$261K +5,388 New
ASN
85
Advisory Services Network
Georgia
$260K -$30.5K -629 -10%
AWA
86
AmeriServ Wealth Advisors
Pennsylvania
$252K -$2.75M -56,649 -92%
VNA
87
Valley National Advisers
Pennsylvania
$248K +$84.7K +1,757 +52%
SFP
88
Shepherd Financial Partners
Massachusetts
$247K
Citadel Advisors
89
Citadel Advisors
Florida
$246K -$108K -2,232 -31%
FFA
90
Florida Financial Advisors
Florida
$246K +$246K +5,065 New
TA
91
TruWealth Advisors
Louisiana
$245K +$39.5K +814 +19%
ACA
92
Aptus Capital Advisors
Alabama
$238K -$291 -6 -0.1%
LWM
93
Liberty Wealth Management
California
$237K +$1.5K +31 +0.6%
BFG
94
Beacon Financial Group
Texas
$234K +$234K +4,821 New
KW
95
KWB Wealth
California
$233K +$11.5K +242 +5%
KFI
96
Key Financial Inc
Pennsylvania
$228K
WKWM
97
Walter & Keenan Wealth Management
Indiana
$218K
MML Investors Services
98
MML Investors Services
Massachusetts
$205K -$3.29K -68 -2%
PTC
99
Private Trust Company
Ohio
$155K +$31.3K +646 +25%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$145K +$35.5K +731 +32%