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iShares Core Dividend ETF

120 hedge funds and large institutions have $432M invested in iShares Core Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+14
Holders Change %
+13.21%
% of All Funds
1.63%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
26
Increased
60
Reduced
22
Closed
10
Calls
$229K
Puts
$12K
Net Calls
+$217K
Net Calls Change
+$275K
Name Holding Trade Value Shares
Change
Shares
Change %
PS
101
Principal Securities
Iowa
$145K
Wells Fargo
102
Wells Fargo
California
$137K +$135K +2,784 +6,052%
HI
103
Harbour Investments
Wisconsin
$77.1K +$194 +4 +0.3%
GWSG
104
GPS Wealth Strategies Group
Colorado
$71.4K +$17K +351 +31%
MHR
105
Matthew Hamilton Rosenberg
$51.7K +$32.7K +674 +172%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$48.5K
GWS
107
Greykasell Wealth Strategies
California
$48.5K +$48.5K +1,000 New
BWL
108
Bogart Wealth LLC
Virginia
$38.8K +$38.8K +800 New
SS
109
Sunbelt Securities
Texas
$33.6K +$6.7K +138 +25%
NA
110
NewEdge Advisors
Louisiana
$30.3K
WSFS
111
Wilmington Savings Fund Society
Delaware
$28.8K +$28.8K +594 New
SIS
112
Sound Income Strategies
Florida
$27.1K
AA
113
Ancora Advisors
Ohio
$14.5K +$14.5K +299 New
CAL
114
Capital Analysts LLC
Pennsylvania
$12K +$12K +256 New
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.7K
S
116
SignatureFD
Georgia
$8.3K +$8.3K +171 New
IAS
117
IMA Advisory Services
Colorado
$4.61K +$4.61K +95 New
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$4.42K -$20.6K -424 -82%
GSWM
119
Golden State Wealth Management
California
$3.07K +$49 +1 +2%
RFG
120
REAP Financial Group
Texas
$485
AssetMark Inc
121
AssetMark Inc
California
$6 -$6
IAA
122
Independent Advisor Alliance
North Carolina
-$3.3M -69,683 Closed
Jane Street
123
Jane Street
New York
-$460K -9,705 Closed
IF
124
Intrua Financial
Texas
-$327K -6,895 Closed
CT
125
Colonial Trust
South Carolina
-$241K -5,086 Closed