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iShares Core Dividend ETF

148 hedge funds and large institutions have $808M invested in iShares Core Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,830% more call options, than puts

Call options by funds: $193K | Put options by funds: $10K

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

60% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 42

37% more capital invested

Capital invested by funds: $591M → $808M (+$218M)

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

6% more funds holding

Funds holding: 140148 (+8)

5.17% more ownership

Funds ownership: 58.3%63.47% (+5.2%)

Holders
148
Holders Change
+8
Holders Change %
+5.71%
% of All Funds
1.8%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
21
Increased
67
Reduced
42
Closed
11
Calls
$193K
Puts
$10K
Net Calls
+$183K
Net Calls Change
+$39K
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
76
Integrity Advisory Solutions
Texas
$623K +$135K +2,578 +28%
Wells Fargo
77
Wells Fargo
California
$615K +$596K +11,363 +5,570%
AWM
78
Axxcess Wealth Management
California
$587K +$1.15K +22 +0.2%
TWP
79
Tempus Wealth Planning
California
$570K -$175K -3,330 -24%
TCM
80
Tandem Capital Management
New Jersey
$565K -$5.25K -100 -0.9%
LSWP
81
Liberty Square Wealth Partners
Pennsylvania
$554K
CFG
82
Citizens Financial Group
Rhode Island
$509K +$111K +2,116 +28%
CAAS
83
Capital Asset Advisory Services
Michigan
$506K -$90.3K -1,721 -16%
ASN
84
Advisory Services Network
Georgia
$453K -$17.7K -337 -4%
CF
85
Collier Financial
Colorado
$434K +$35.2K +672 +9%
Goldman Sachs
86
Goldman Sachs
New York
$431K +$426K +8,115 New
MF
87
Meridian Financial
Massachusetts
$423K +$472 +9 +0.1%
US Bancorp
88
US Bancorp
Minnesota
$415K
EH
89
Equitable Holdings
New York
$391K +$87.1K +1,661 +29%
PPWM
90
PFG Private Wealth Management
Florida
$365K +$360K +6,871 New
BCI
91
Brinker Capital Investments
Pennsylvania
$363K +$48.7K +928 +16%
PTC
92
Private Trust Company
Ohio
$350K +$104K +1,977 +43%
DAS
93
Dynamic Advisor Solutions
Arizona
$343K +$339K +6,460 New
CAL
94
Capital Advisors Ltd
Ohio
$339K +$262 +5 +0.1%
FFA
95
Florida Financial Advisors
Florida
$339K +$48.7K +928 +17%
MWM
96
Modern Wealth Management
Kansas
$326K +$321K +6,129 New
VNA
97
Valley National Advisers
Pennsylvania
$322K +$5.04K +96 +2%
AF
98
Advisornet Financial
Minnesota
$314K +$6.45K +123 +2%
CA
99
CoreCap Advisors
Michigan
$309K +$420 +8 +0.1%
RBWA
100
RFG - Bristol Wealth Advisors
Massachusetts
$305K -$13.6K -259 -4%

DIVB Hedge Fund Activity: Q4 2025 in Review

148 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q4 2025, worth a combined $808M — up 37% from $591M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DIVB positions and 11 closed out — a net gain of 10 holders — while 67 added to existing stakes and 42 trimmed.

The largest buyer was Paradiem, adding an estimated $49.6M. The largest seller was Royal Bank of Canada, cutting an estimated $5.52M.

  • 148 institutional investors held iShares Core Dividend ETF (DIVB) as of Q4 2025, up from 140 in Q3 2025.
  • Funds reported $808M of iShares Core Dividend ETF stock for Q4 2025, up 37% quarter-over-quarter.
  • 21 funds opened new iShares Core Dividend ETF positions in Q4 2025 and 11 closed out, a net change of +10 holders.
  • The largest iShares Core Dividend ETF buyer in Q4 2025 was Paradiem, an estimated $49.6M added.
  • The largest iShares Core Dividend ETF seller in Q4 2025 was Royal Bank of Canada, an estimated $5.52M sold.

Based on aggregated 13F filings for Q4 2025.