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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
AAS
76
Avantax Advisory Services
Texas
$314K -$199K -4,064 -39%
SFA
77
Sequoia Financial Advisors
Ohio
$312K +$315K +6,432 New
CA
78
CoreCap Advisors
Michigan
$308K -$5.78K -118 -2%
FFN
79
Focus Financial Network
Minnesota
$306K -$2.11K -43 -0.7%
BCI
80
Brinker Capital Investments
Pennsylvania
$305K +$308K +6,281 New
OPS
81
Orion Portfolio Solutions
Nebraska
$305K +$308K +6,281 New
CAL
82
Capital Advisors Ltd
Ohio
$300K -$9.61K -196 -3%
CAG
83
Csenge Advisory Group
Florida
$285K -$45.2K -923 -13%
RWB
84
RMR Wealth Builders
New Jersey
$278K -$19.3K -394 -6%
CF
85
Collier Financial
Colorado
$276K +$279K +5,692 New
US Bancorp
86
US Bancorp
Minnesota
$262K
EH
87
Equitable Holdings
New York
$261K +$264K +5,388 New
ASN
88
Advisory Services Network
Georgia
$260K -$30.8K -629 -10%
AWA
89
AmeriServ Wealth Advisors
Pennsylvania
$252K -$2.78M -56,649 -92%
VNA
90
Valley National Advisers
Pennsylvania
$248K +$86.1K +1,757 +52%
SFP
91
Shepherd Financial Partners
Massachusetts
$247K
Citadel Advisors
92
Citadel Advisors
Florida
$246K -$109K -2,232 -31%
FFA
93
Florida Financial Advisors
Florida
$246K +$248K +5,065 New
TA
94
TruWealth Advisors
Louisiana
$245K +$39.9K +814 +19%
ACA
95
Aptus Capital Advisors
Alabama
$238K -$294 -6 -0.1%
LWM
96
Liberty Wealth Management
California
$237K +$1.52K +31 +0.6%
BFG
97
Beacon Financial Group
Texas
$234K +$236K +4,821 New
KW
98
KWB Wealth
California
$233K +$11.9K +242 +5%
KFI
99
Key Financial Inc
Pennsylvania
$228K
WKWM
100
Walter & Keenan Wealth Management
Indiana
$218K

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.