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iShares Core Dividend ETF

123 hedge funds and large institutions have $440M invested in iShares Core Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,808% more call options, than puts

Call options by funds: $229K | Put options by funds: $12K

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

165% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 23

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

19% more capital invested

Capital invested by funds: $368M → $440M (+$71.6M)

15% more funds holding

Funds holding: 107123 (+16)

1.8% more ownership

Funds ownership: 62%63.8% (+1.8%)

Holders
123
Holders Change
+16
Holders Change %
+14.95%
% of All Funds
1.65%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
27
Increased
61
Reduced
23
Closed
10
Calls
$229K
Puts
$12K
Net Calls
+$217K
Net Calls Change
+$275K
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
101
MML Investors Services
Massachusetts
$205K -$3.33K -68 -2%
PTC
102
Private Trust Company
Ohio
$155K +$31.7K +646 +25%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$145K +$35.8K +731 +32%
PS
104
Principal Securities
Iowa
$145K
Wells Fargo
105
Wells Fargo
California
$137K +$136K +2,784 +6,052%
HI
106
Harbour Investments
Wisconsin
$77.1K +$196 +4 +0.3%
GWSG
107
GPS Wealth Strategies Group
Colorado
$71.4K +$17.2K +351 +31%
MHR
108
Matthew Hamilton Rosenberg
$51.7K +$33K +674 +172%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$48.5K
GWS
110
Greykasell Wealth Strategies
California
$48.5K +$49K +1,000 New
BWL
111
Bogart Wealth LLC
Virginia
$38.8K +$39.2K +800 New
SS
112
Sunbelt Securities
Texas
$33.6K +$6.76K +138 +25%
NA
113
NewEdge Advisors
Louisiana
$30.3K
WSFS
114
Wilmington Savings Fund Society
Delaware
$28.8K +$29.1K +594 New
SIS
115
Sound Income Strategies
Florida
$27.1K
AA
116
Ancora Advisors
Ohio
$14.5K +$14.7K +299 New
CAL
117
Capital Analysts LLC
Pennsylvania
$12K +$12.5K +256 New
FDCDDQ
118
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.7K
S
119
SignatureFD
Georgia
$8.3K +$8.38K +171 New
IAS
120
IMA Advisory Services
Colorado
$4.61K +$4.66K +95 New
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$4.42K -$20.8K -424 -82%
GSWM
122
Golden State Wealth Management
California
$3.07K +$49 +1 +2%
RFG
123
REAP Financial Group
Texas
$485
AssetMark Inc
124
AssetMark Inc
California
$6
IAA
125
Independent Advisor Alliance
North Carolina
-$3.3M -69,683 Closed

DIVB Hedge Fund Activity: Q1 2025 in Review

123 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q1 2025, worth a combined $440M — up 19% from $368M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DIVB positions and 10 closed out — a net gain of 17 holders — while 61 added to existing stakes and 23 trimmed.

The largest buyer was LPL Financial, adding an estimated $14.3M. The largest seller was World Investment Advisors, cutting an estimated $9.17M.

  • 123 institutional investors held iShares Core Dividend ETF (DIVB) as of Q1 2025, up from 107 in Q4 2024.
  • Funds reported $440M of iShares Core Dividend ETF stock for Q1 2025, up 19% quarter-over-quarter.
  • 27 funds opened new iShares Core Dividend ETF positions in Q1 2025 and 10 closed out, a net change of +17 holders.
  • The largest iShares Core Dividend ETF buyer in Q1 2025 was LPL Financial, an estimated $14.3M added.
  • The largest iShares Core Dividend ETF seller in Q1 2025 was World Investment Advisors, an estimated $9.17M sold.

Based on aggregated 13F filings for Q1 2025.