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iShares Core Dividend ETF

138 hedge funds and large institutions have $585M invested in iShares Core Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$149K
Puts
$5K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CNBTD
101
Citizens National Bank Trust Department
Mississippi
$253K
KFI
102
Key Financial Inc
Pennsylvania
$245K
PTC
103
Private Trust Company
Ohio
$241K
KW
104
KWB Wealth
California
$241K
WKWM
105
Walter & Keenan Wealth Management
Indiana
$235K
Creative Planning
106
Creative Planning
Kansas
$233K
MAG
107
M3 Advisory Group
Massachusetts
$220K
GRP
108
Global Retirement Partners
California
$216K
LWA
109
Lantern Wealth Advisors
New York
$213K
FPAS
110
Focus Partners Advisor Solutions
Missouri
$207K
SI
111
Shaker Investments
Ohio
$205K
AWM
112
AE Wealth Management
Kansas
$181K
FFA
113
Farther Finance Advisors
California
$178K
SWM
114
Spire Wealth Management
Virginia
$155K
Fidelity Investments
115
Fidelity Investments
Massachusetts
$144K
PS
116
Principal Securities
Iowa
$143K
HI
117
Harbour Investments
Wisconsin
$112K
HAP
118
Harbor Asset Planning
Massachusetts
$104K
TRCT
119
Tower Research Capital (TRC)
New York
$98.4K
GWSG
120
GPS Wealth Strategies Group
Colorado
$58.1K
BWL
121
Bogart Wealth LLC
Virginia
$57.5K
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$52.3K
NA
123
NewEdge Advisors
Louisiana
$52.2K
AAS
124
Ameritas Advisory Services
Nebraska
$43.2K
SS
125
Sunbelt Securities
Texas
$36.7K