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iShares Core Dividend ETF

154 hedge funds and large institutions have $706M invested in iShares Core Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

7.54% less ownership

Funds ownership: 63.47%55.93% (-7.5%)

13% less capital invested

Capital invested by funds: $808M → $706M (-$103M)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
154
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$179K
Puts
$47K
Net Calls
Net Calls Change

Top Buyers

1 +$11.5M
2 +$8.74M
3 +$4.65M
4
Morgan Stanley
Morgan Stanley
New York
+$3.97M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.91M

Top Sellers

1 -$53.1M
2 -$43.9M
3 -$27.4M
4
IA
IFG Advisory
Georgia
-$14.9M
5
FWM
Foguth Wealth Management
Michigan
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
101
TruWealth Advisors
Louisiana
$282K
GCL
102
Gouws Capital LLC
North Carolina
$281K
AWA
103
AmeriServ Wealth Advisors
Pennsylvania
$278K
SFP
104
Shepherd Financial Partners
Massachusetts
$275K
CAG
105
Csenge Advisory Group
Florida
$274K
WIM
106
Wiregrass Investment Management
Georgia
$274K
LWA
107
Lantern Wealth Advisors
New York
$271K
LWM
108
Liberty Wealth Management
California
$271K
TCWM
109
Total Clarity Wealth Management
Illinois
$269K
Creative Planning
110
Creative Planning
Kansas
$260K
KFI
111
Key Financial Inc
Pennsylvania
$253K
MAG
112
M3 Advisory Group
Massachusetts
$251K
CPC
113
Cadia Private Client
New Jersey
$244K
Fidelity Investments
114
Fidelity Investments
Massachusetts
$243K
KW
115
KWB Wealth
California
$243K
BMA
116
Brooks Moore & Associates
Tennessee
$241K
WKWM
117
Walter & Keenan Wealth Management
Indiana
$237K
PA
118
Parallel Advisors
California
$235K
CIAS
119
CFS Investment Advisory Services
New Jersey
$219K
PTC
120
Private Trust Company
Ohio
$218K
Stifel Financial
121
Stifel Financial
Missouri
$217K
GRWP
122
Green Ridge Wealth Planning
New Jersey
$216K
PFGIA
123
Patriot Financial Group Insurance Agency
Massachusetts
$214K
GWMR
124
GC Wealth Management RIA
Massachusetts
$208K
UAG
125
United Advisor Group
Ohio
$205K