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iShares Core Dividend ETF

155 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, 70 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more call options, than puts

Call options by funds: $179K | Put options by funds: $47K

67% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 42

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

5% more funds holding

Funds holding: 148155 (+7)

7.52% less ownership

Funds ownership: 63.47%55.95% (-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
155
Holders Change
+7
Holders Change %
+4.73%
% of All Funds
1.91%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
25
Increased
70
Reduced
42
Closed
16
Calls
$179K
Puts
$47K
Net Calls
+$132K
Net Calls Change
-$51K
Name Holding Trade Value Shares
Change
Change in
Stake
TA
101
TruWealth Advisors
Louisiana
$282K +$15.3K +279 +6%
GCL
102
Gouws Capital LLC
North Carolina
$281K +$13.7K +250 +5%
AWA
103
AmeriServ Wealth Advisors
Pennsylvania
$278K
SFP
104
Shepherd Financial Partners
Massachusetts
$275K
CAG
105
Csenge Advisory Group
Florida
$274K -$25.8K -470 -8%
WIM
106
Wiregrass Investment Management
Georgia
$274K +$67.7K +1,233 +32%
LWA
107
Lantern Wealth Advisors
New York
$271K +$17.4K +317 +7%
LWM
108
Liberty Wealth Management
California
$271K +$1.76K +32 +0.6%
TCWM
109
Total Clarity Wealth Management
Illinois
$269K +$274K +4,985 New
Creative Planning
110
Creative Planning
Kansas
$260K +$265K +4,824 New
KFI
111
Key Financial Inc
Pennsylvania
$253K
MAG
112
M3 Advisory Group
Massachusetts
$251K +$9.88K +180 +4%
CPC
113
Cadia Private Client
New Jersey
$244K +$714 +13 +0.3%
Fidelity Investments
114
Fidelity Investments
Massachusetts
$243K +$80.8K +1,471 +49%
KW
115
KWB Wealth
California
$243K -$11K -201 -4%
BMA
116
Brooks Moore & Associates
Tennessee
$241K +$5.49K +100 +2%
WKWM
117
Walter & Keenan Wealth Management
Indiana
$237K -$5.49K -100 -2%
PA
118
Parallel Advisors
California
$235K +$7.69K +140 +3%
CIAS
119
CFS Investment Advisory Services
New Jersey
$219K +$214K +3,903 New
PTC
120
Private Trust Company
Ohio
$218K -$140K -2,543 -39%
NA
121
NewEdge Advisors
Louisiana
$218K +$211K +3,843 +1,922%
Stifel Financial
122
Stifel Financial
Missouri
$217K +$221K +4,017 New
GRWP
123
Green Ridge Wealth Planning
New Jersey
$216K -$49.4K -900 -18%
PFGIA
124
Patriot Financial Group Insurance Agency
Massachusetts
$214K +$218K +3,968 New
GWMR
125
GC Wealth Management RIA
Massachusetts
$208K +$212K +3,854 New

DIVB Hedge Fund Activity: Q1 2026 in Review

155 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q1 2026, worth a combined $706M — down 13% from $808M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DIVB positions and 16 closed out — a net gain of 9 holders — while 70 added to existing stakes and 42 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $11.5M. The largest seller was Paradiem, cutting an estimated $53.1M.

  • 155 institutional investors held iShares Core Dividend ETF (DIVB) as of Q1 2026, up from 148 in Q4 2025.
  • Funds reported $706M of iShares Core Dividend ETF stock for Q1 2026, down 13% quarter-over-quarter.
  • 25 funds opened new iShares Core Dividend ETF positions in Q1 2026 and 16 closed out, a net change of +9 holders.
  • The largest iShares Core Dividend ETF buyer in Q1 2026 was Kestra Advisory Services, an estimated $11.5M added.
  • The largest iShares Core Dividend ETF seller in Q1 2026 was Paradiem, an estimated $53.1M sold.

Based on aggregated 13F filings for Q1 2026.