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iShares Core Dividend ETF

140 hedge funds and large institutions have $591M invested in iShares Core Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,880% more call options, than puts

Call options by funds: $149K | Put options by funds: $5K

65% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 40

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

1% more funds holding

Funds holding: 138140 (+2)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

2% less capital invested

Capital invested by funds: $604M → $591M (-$13M)

6.93% less ownership

Funds ownership: 65.22%58.3% (-6.9%)

Holders
140
Holders Change
+2
Holders Change %
+1.45%
% of All Funds
1.84%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
20
Increased
66
Reduced
40
Closed
16
Calls
$149K
Puts
$5K
Net Calls
+$144K
Net Calls Change
+$145K
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
76
Capital Asset Advisory Services
Michigan
$576K -$152K -2,963 -21%
TCM
77
Tandem Capital Management
New Jersey
$561K -$4.61K -90 -0.8%
LSWP
78
Liberty Square Wealth Partners
Pennsylvania
$544K
IAS
79
Integrity Advisory Solutions
Texas
$477K +$468K +9,138 New
M1FG
80
Mach-1 Financial Group
Arkansas
$477K +$468K +9,138 New
ASN
81
Advisory Services Network
Georgia
$463K +$11.9K +232 +3%
MF
82
Meridian Financial
Massachusetts
$416K +$6K +117 +1%
US Bancorp
83
US Bancorp
Minnesota
$408K +$124K +2,414 +45%
CF
84
Collier Financial
Colorado
$392K +$384K +7,498 New
CFG
85
Citizens Financial Group
Rhode Island
$390K
Cerity Partners
86
Cerity Partners
New York
$334K +$2.15K +42 +0.7%
CAL
87
Capital Advisors Ltd
Ohio
$333K +$10.1K +197 +3%
PAG
88
Private Advisor Group
New Jersey
$328K -$56.2K -1,097 -15%
RBWA
89
RFG - Bristol Wealth Advisors
Massachusetts
$313K -$7.53K -147 -2%
VNA
90
Valley National Advisers
Pennsylvania
$312K +$1.23K +24 +0.4%
BCI
91
Brinker Capital Investments
Pennsylvania
$309K -$39.7K -775 -12%
IG
92
IFS Group
Pennsylvania
$307K +$301K +5,877 New
CA
93
CoreCap Advisors
Michigan
$304K -$3.38K -66 -1%
AF
94
Advisornet Financial
Minnesota
$302K -$77.1K -1,505 -21%
EH
95
Equitable Holdings
New York
$297K -$41.6K -811 -12%
FFA
96
Florida Financial Advisors
Florida
$285K +$11.4K +222 +4%
RWB
97
RMR Wealth Builders
New Jersey
$273K -$17.2K -335 -6%
CAG
98
Csenge Advisory Group
Florida
$273K -$3.69K -72 -1%
AWA
99
AmeriServ Wealth Advisors
Pennsylvania
$271K -$564 -11 -0.2%
SFP
100
Shepherd Financial Partners
Massachusetts
$266K

DIVB Hedge Fund Activity: Q3 2025 in Review

140 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q3 2025, worth a combined $591M — down 2.2% from $604M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DIVB positions and 16 closed out — a net gain of 4 holders — while 66 added to existing stakes and 40 trimmed.

The largest buyer was LPL Financial, adding an estimated $24.6M. The largest seller was Paradiem, cutting an estimated $78.3M.

  • 140 institutional investors held iShares Core Dividend ETF (DIVB) as of Q3 2025, up from 138 in Q2 2025.
  • Funds reported $591M of iShares Core Dividend ETF stock for Q3 2025, down 2.2% quarter-over-quarter.
  • 20 funds opened new iShares Core Dividend ETF positions in Q3 2025 and 16 closed out, a net change of +4 holders.
  • The largest iShares Core Dividend ETF buyer in Q3 2025 was LPL Financial, an estimated $24.6M added.
  • The largest iShares Core Dividend ETF seller in Q3 2025 was Paradiem, an estimated $78.3M sold.

Based on aggregated 13F filings for Q3 2025.