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iShares Core Dividend ETF

145 hedge funds and large institutions have $783M invested in iShares Core Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$193K
Puts
$10K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
76
Wells Fargo
California
$615K
AWM
77
Axxcess Wealth Management
California
$587K
TWP
78
Tempus Wealth Planning
California
$570K
TCM
79
Tandem Capital Management
New Jersey
$565K
LSWP
80
Liberty Square Wealth Partners
Pennsylvania
$554K
CFG
81
Citizens Financial Group
Rhode Island
$509K
CAAS
82
Capital Asset Advisory Services
Michigan
$506K
ASN
83
Advisory Services Network
Georgia
$453K
CF
84
Collier Financial
Colorado
$434K
Goldman Sachs
85
Goldman Sachs
New York
$431K
MF
86
Meridian Financial
Massachusetts
$423K
US Bancorp
87
US Bancorp
Minnesota
$415K
EH
88
Equitable Holdings
New York
$391K
PPWM
89
PFG Private Wealth Management
Florida
$365K
BCI
90
Brinker Capital Investments
Pennsylvania
$363K
PTC
91
Private Trust Company
Ohio
$350K
DAS
92
Dynamic Advisor Solutions
Arizona
$343K
CAL
93
Capital Advisors Ltd
Ohio
$339K
FFA
94
Florida Financial Advisors
Florida
$339K
MWM
95
Modern Wealth Management
Kansas
$326K
VNA
96
Valley National Advisers
Pennsylvania
$322K
AF
97
Advisornet Financial
Minnesota
$314K
CA
98
CoreCap Advisors
Michigan
$309K
RBWA
99
RFG - Bristol Wealth Advisors
Massachusetts
$305K
CAG
100
Csenge Advisory Group
Florida
$295K